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City of Santa Ana Records Retention Schedule <br />FINANCE & MANAGEMENT SERVICES AGENCY <br />Exhibit E <br />RECORD <br />RETENTION <br />RECORD CATEGORY <br />RECORD SERIES <br />RECORD DESCRIPTION <br />REMARKS <br />CUSTODIAN <br />START DATE <br />PERIOD <br />Treasury Investment Activity <br />All documents pertaining to Investment Activity <br />Date Prepared <br />CU + 3 <br />GC34090 <br />Treasury <br />Records <br />UTILITY USERS TAX (UUT) <br />Exemption Applications <br />Homeowners low income exemption application <br />Approval or <br />CU + 3 <br />GC34090 <br />Treasury <br />Disapproval Date <br />Filing Records <br />Original registration <br />Date Received <br />T + 3 <br />GC34090 <br />Treasury <br />Maximum Tax Filings <br />Annual registration and maximum tax payment <br />Date Received <br />CU + 3 <br />GC34090 <br />Treasury <br />records <br />Payment Records <br />Monthly filings and remittances <br />Date Received <br />CU + 3 <br />GC34090 <br />Treasury <br />7 of 7 <br />