Filing System Guide

This is just a guide. Your files will likely vary from the list provided.

Personal

• Medical – person A
• Medical – person B
• Dental – person A
• Dental – person B
• Optical – person A
• Optical – Person B
• Immunizations – person A
• Immunizations – person B
• Veterinarian
• Copy of Vital Records – Actual document should be in fire safe of deposit box
• Birth Certificate
• Marriage Certificate
• Social Security Cards
• Passport
• Will

Home

• Copy of mortgage
• All information gathered in buying or selling home
• Utility Bills Due
• Utility Bills Paid – 3 months
• Major Purchases
• Taxes, filed, past seven years
• Bank Statements
• Bank Information
• Home Inventory
• Home Insurance
• Home Upkeep
• Vehicle Insurance
• Vehicle Upkeep
• Warranties
• 401Ks
• IRAs
• Pension Plans
• Investment Tracking
• Membership Information
• Permits
• Licenses

Taxes

• Donations
• Medical Expenses – Insurance and cash paid out
• Home Improvements
• Income W-2s
• Interest 1098 – 1099
• Taxes Paid
• Tax Preparation fee
• Household Improvements
• Business Expenses