Personal Information That You Should Have

It’s important to keep all of our information in one place but sometimes things get.. out of place.  As adults having that happen can mean serious time taken out of our schedule down the road if we do need to get a replacement.

The first thing that you need to do is find out how you want to store them.  Make sure you can keep them all in one place.  I use an accordion file but some people I know use binders or file cabinets/ boxes.  I prefer these because you don’t need to punch holes in anything or have folders.  Whatever you chose, make sure you can keep everything together.

Personal Papers:

  • Birth Certificates
  • Social Security Cards
  • Passports
  • Health Insurance Information
  • Medical Records
  • Power of Attorney Paperwork

Career:

  • Recent Pay Stubs
  • Employment Contract
  • Insurance

Vechile/ Home:

  • Vehicle Titles
  • Vehicle Insurance Paperwork
  • Home Insurance/Warranty
  • Home Appliance Receipts
  • Work and Improvement Receipts and Contracts (If you have new windows installed, a lawn care company, ect.)

Finacial:

  • 401K or other Retirement Information
  • Savings Bonds
  • Checking and Savings Account Information
  • Investments
  • Previous Years’ Tax Documents
  • Bills and Payments

 

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