Tips and Tools For Financial Success - Newton Free Library
Tips and Tools For Financial Success - Newton Free Library
Tips and Tools For Financial Success - Newton Free Library
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8<br />
© 2011 American Consumer Credit Counseling, Inc.<br />
Organizing Your <strong>Financial</strong> Records<br />
Use this worksheet as a guide when organizing your financial life.<br />
<strong>Financial</strong> Record General Category Specific Items Within Category Filed Lockbox Safe Deposit Notes<br />
Automotive <strong>and</strong> recreational vehicles Inspection Records<br />
Copy of registration <strong>and</strong> title<br />
Repair <strong>and</strong> maintenance receipts<br />
Dealership Papers<br />
Bank Accounts Monthly account statements<br />
1099 tax forms<br />
PIN numbers <strong>and</strong> passwords<br />
Deposit slips<br />
Cancelled Checks<br />
Withdrawal slips<br />
Credit Applications<br />
Credit Card Information<br />
Receipts<br />
Correspondence<br />
Student Loans<br />
Employment Benefits description <strong>and</strong> related paperwork<br />
H<strong>and</strong>book<br />
Employer information<br />
Most recent paycheck stub<br />
Resume<br />
W2’s<br />
Insurance Policies<br />
Correspondence<br />
Info on how to file a claim<br />
Copies of claims filed <strong>and</strong> receipts<br />
Spare claim forms<br />
Medical Record Correspondence<br />
Personal medical records<br />
Receipts of paid bills<br />
Treatment plans <strong>and</strong> long term medication needs<br />
General medical history<br />
Personal Adoption papers<br />
Naturalization papers<br />
Birth <strong>and</strong> death certificates<br />
Marriage, divorce, <strong>and</strong> separation certificates<br />
Court orders on personal matters
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