Your Home Finances - Organizing Your Files - Part II

This is the second part of the "Organizing Your Finances" series. The first in this series can be found here.

BANK ACCOUNT(S):

• Type of Account:
• Bank:
• Branch:
• Address:
• Account No.:
• Website

Repeat this information for each bank account.

BROKERAGE ACCOUNT(S):

• Firm:
• Branch:
• Phone:
• Account No.:
• Website

Repeat this information for each brokerage account.

MONEY MARKET ACCOUNT(S):

• Type of Account:
• Institution:
• Branch:
• Address:
• Account No.
• Website

Repeat this information for each brokerage account.

Safe Deposit Box

• Bank:
• Address:
• Box No.:
• Deputy:

Social Security Numbers

Name:                                            Number:
Name:                                            Number:
Name:                                            Number:
Name:                                            Number:
Name:                                            Number:

Location of Other Papers

• Other Home Financial Files:
• Current and past tax records:
• Canceled checks:
• Checkbooks, deposit slips, receipts:
• Home safe and combination:

It is a good idea to write the date this was completed and a note where copies were sent.

Organizing Your Finances, Personal Finance