Our lives can be disrupted with little or no warning by natural disasters, fires or other catastrophic events.
It doesn’t have to be complicated. It’s simply a folder with a list of all your important information and copies of important documentation.
Important Documents Checklist
Identification
- Birth Certificates
- Marriage License
- Social Security Cards
- Passports
- Voter Registration
Finances
- Copy of recent credit report. You can get a free report every year.
- Most Recent Tax Return
- Bank Account(s) Information
- Financial Portfolio Account(s) Information
- Credit Card Account Information
Home Accounts
- Mortgage (or rental agreement)
- Utility companies and account information
- Copy of your home warranty policy if you have one
- Copy of homeowners Insurance
Other Account Information
- Credit Card Accounts
- Student Loans
- Vehicle Loans or Leases
Health Information
- Vital health information for each family member, including blood type, allergies, conditions
- Shot Records
- Insurance Health Insurance
- Short- and Long-Term Disability Insurance
- Life Insurance
- Vehicle Insurance
- Pet Insurance
Life Planning
