Record retention requirements.
Utah Code § 31A-26-406
in effect31A-26-406. Record retention requirements.
(1) A public adjuster shall keep at the public adjuster's address that the public adjuster registers with the commissioner a record of each investigation, adjustment, or transaction the public adjuster undertakes or completes under the public adjuster's license.
(2) For each investigation, adjustment, or transaction, a record described in Subsection (1) shall include:
(a) the name of the insured;
(b) the date, location, and amount of the loss the insured incurs;
(c) a copy of the contract between the public adjuster and the insured;
(d) for each policy an insured carries that relates to the loss the insured incurs:
(i) the name of the insurer;
(ii) the amount of the policy;
(iii) the expiration date of the policy; and
(iv) the number of the policy;
(e) an itemized statement of each of the insured's recoveries;
(f) an itemized statement of all compensation the public adjuster receives in connection with the investigation, adjustment, or transaction;
(g) a register of all money the public adjuster receives, deposits, disburses, or withdraws in connection with a transaction with an insured, including:
(i) a fee transfer;
(ii) a disbursement from a trust account; or
(iii) a transaction that involves an interest-bearing account;
(h) the name of the public adjuster that executed the contract;
(i) the name of the attorney that represents the insured, if applicable;
(j) the name of the insurance company's claims representative; and
(k) documentation that the public adjuster meets all applicable statutory financial responsibility requirements.
Enacted by Chapter 45, 2026 General Session
Source: Utah Office of Legislative Research and General Counsel (le.utah.gov)URL: https://le.utah.gov/xcode/Title31A/Chapter26/31A-26-S406.html?v=C31A-26-S406_2026050620260506Fetched: 10/26/2026