DAY 4

Gather and sort your important documents using the list below as a guide, and then store securely.

IDENTIFICATION

social security card

Passport

Naturalization / Citizenship Papers

Birth Certificate

Adoption Papers

Name Change Documents

Marriage Certificate

Divorce Decree

Military ID / Discharge Papers (DD-214)

MEDICAL

Medical Records (allergies, blood type, chronic conditions, surgeries, vaccines, etc.)

Medical Device Information (pacemaker, insulin pump, etc.)

INSURANCE

Health Insurance Documents

Life Insurance Documents

Homeowners / Renter’s Insurance Documents

Vehicle Insurance Documents

Other Insurance Documents

financial

Bank Account Documents

Credit Card Documents

Tax Returns

Investment Account Documents

Loan Documents (such as mortgage, personal loans, and student loans, etc.)

Retirement Account Documents

employment

professional licenses

Employment Contract

Benefits Enrolment Documents

Performance Reviews

LEGAL

Last Will and Testament

Living Will

Trust Documents

Do Not Resuscitate (DNR) Order

Medical Power of Attorney

Financial Power of Attorney

Court Orders (such as custody, support, restraining orders, etc.)

PROPERTY

Property Ownership Documents (such as deed, title, purchase agreement, closing documents, etc)

Major Repair Documents (such as receipts, contracts, warranties, permits, etc)

Property Records (such as tax records, appraisals, property survey, etc)

Community Documents (such as HOA agreements, bylaws, community rules, etc.)

vehicle

Vehicle Titles

Registration Documents

Maintenance and Repair Documents

Purchase / Lease Agreements

PET

Pet Registration / License Documents

Purchase / Adoption Papers

Veterinary Records