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Personal Papers  & Information

To Keep On Hand

  • Bank and credit card information

  • Driver’s licenses

  • Passports

  • Social Security cards

  • Health Insurance

  • Medicare cards

  • Birth certificates

  • Marriage and divorce papers

  • Home titles or deeds

  • Car, boat, or RV registrations and titles

  • A room-by-room inventory of your belongings

  • Documentation of the condition of your home
    before anything has been damaged. Keep receipts
    or appraisals for valuable items or major purchases.

  • Insurance policies

  • Investment records

  • Income tax information

  • Pay stubs and employer benefits records

  • Wills, living wills, trusts, financial and medical powers of attorney, health-care proxy

  • Mortgage info

  • Home equity loan info

  • Car loan info

  • Student loan info

  • Rent account info

  • Cable or satellite account info

  • Water account info

  • Electricity account info

  • Phone account info

  • Homeowners or renters insurance info

  • Auto insurance info

  • Medical insurance info

  • Investment account info

  • Tax records for the past 3 years

  • Contact list of or for family members, doctors, dentists, lawyers, insurance companies

  • All your pets medical records, prescriptions, licenses, Identification Tags 

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