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):
BROKERAGE ACCOUNT(S):
MONEY MARKET ACCOUNT(S):
Safe Deposit Box
Social Security Numbers
Location of Other Papers
Organizing Your Finances, Personal Finance
BANK ACCOUNT(S):
- Type of Account:
- Bank:
- Branch:
- Address:
- Account No.:
- Website
BROKERAGE ACCOUNT(S):
- Firm:
- Branch:
- Phone:
- Account No.:
- Website
MONEY MARKET ACCOUNT(S):
- Type of Account:
- Institution:
- Branch:
- Address:
- Account No.
- Website
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:
Organizing Your Finances, Personal Finance
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