AllFinancialMatters

A personal finance blog dedicated discussing such topics as budgeting, asset allocation, 401K, IRA, cash flow, insurance, financial planning, portfolio management, and other areas in personal finance.

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Thursday, May 12, 2005

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.

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