Lets look at some of the important documents we need to keep them sorted and readily available when in need
Personal and Employment Records
Current CV
Birth certificates
Employment Contract
Money Management Records
Current budget
Recent personal financial statements (balance sheet, income statement)
List of financial goals
Tax Records
Pay slips
Past Income tax returns
Past Income and Liability Declaration forms
Financial Services Records
Bank statements
Cheque Book
Savings statements
Credit Records
List of Credit card account numbers and telephone numbers of issuers
Receipts, monthly statements
Home Purchases & Auto Records
Warranties
Receipts for major purchases
Owner’s manuals for major appliances
Vehicle service and repair records
Vehicle registration and owner’s manual
Housing Records
Lease agreements
Property tax records
Home repair, home renovation receipts
Insurance Records
Original insurance policy documents
List of insurance premium amounts and due dates
Medical information
Claim reports
Investment Records
Records of stock, bonds, mutual funds, unit trust purchases and sales
Brokerage statements
Dividend records
Company annual reports
Estate Planning and Retirement Records
Will
Pension plan information
Social security information
Trust agreements
