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    Paul Forti
    This document outlines various categories of personal records to file, including: 1) personal identification documents like birth certificates and passports, 2) health records such as insurance and prescriptions, 3) tax documents, 4) receipts for purchases and equipment, 5) financial records for accounts and investments, 6) employment records such as resumes and pay stubs, 7) housing documents including leases and bills, 8) correspondence files, and 9) auto records for titles and insurance.

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    Home Filing

    Uploaded by

    Paul Forti
    35 views1 page
    This document outlines various categories of personal records to file, including: 1) personal identification documents like birth certificates and passports, 2) health records such as insurance and prescriptions, 3) tax documents, 4) receipts for purchases and equipment, 5) financial records for accounts and investments, 6) employment records such as resumes and pay stubs, 7) housing documents including leases and bills, 8) correspondence files, and 9) auto records for titles and insurance.

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    This document outlines various categories of personal records to file, including: 1) personal identification documents like birth certificates and passports, 2) health records such as insurance and prescriptions, 3) tax documents, 4) receipts for purchases and equipment, 5) financial records for accounts and investments, 6) employment records such as resumes and pay stubs, 7) housing documents including leases and bills, 8) correspondence files, and 9) auto records for titles and insurance.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    35 views1 page

    Home Filing

    Uploaded by

    Paul Forti
    This document outlines various categories of personal records to file, including: 1) personal identification documents like birth certificates and passports, 2) health records such as insurance and prescriptions, 3) tax documents, 4) receipts for purchases and equipment, 5) financial records for accounts and investments, 6) employment records such as resumes and pay stubs, 7) housing documents including leases and bills, 8) correspondence files, and 9) auto records for titles and insurance.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 1

    0 1 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 1.10 2 2.1 2.2 2.3 2.4 2.

    5 2.6 2.7 3 3.1 3.2 3.3 3.4 3.5 3.6 3.7 4 4.1 4.2 4.3 4.4 4.5 4.6

    Filing Categories Personal Records


    Birth Certificate Passport Social Security Card Educational Records Pet Papers Licenses Will Spare Keys Legal Records Copies of Wallet Contents

    5 5.1 5.2 5.3 5.4 5.5 5.6 6 6.1 6.2 6.3 7

    Health & Medical


    Medical Insurance Dental Eye Prescriptions Life Insurance Medical Information

    Taxes
    Previous Returns Current year info Property Tax

    Equipment & Furnishing Purchases


    Receipts Contracts/Subscriptions Warranties Manuals

    Financial Records
    Checking Accounts Savings Accounts Credit Card Accounts Mutual Funds Retirement Funds Stocks/Bonds Financial Planning

    7.1 7.2 7.3 7.4 8 8.1 8.2 8.3 8.4 8.5 9 9.1 9.2 9.3 9.4

    Employment
    Resume Employment contracts Benefits Social Security Records Wage Statement/Paycheck stubs

    Housing
    Lease Renter's Insurance Utility Bills Household Inventory Mortgage Payments Repairs Capital Improvements

    Correspondence
    Addresses Christmas Card List Sent Received

    Autos & Transportation


    Titles Auto Insurance Motorcycle Insurance Automobile Loans Maintenance Records Tickets & Toll Payments

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