Home Financial Files - Organizing Your Finances - Part V

This is part V of my "getting organized" series.

The first four parts in this series can be found here:

Part I

Part II

Part III

Part IV

PERSONAL DOCUMENTATION

• List of credit cards and numbers (you can just make copies of the actual cards)


• *Passport


• *College degree


• *Professional license


• *Marriage license


• *Separation/divorce papers


• *Copy of Social Security card and latest statement


• *Health information (vaccinations, hospitaliztions, etc.)


• *Military records

LIFE INSURANCE

• Life insurance policy(ies); a separate folder for each policy


• Employer life insurance policy


• Any other insurance you may have like mortgage life or credit life insurance


• Credit card insurance

to be continued...

Organizing Your Finances, Personal Finance, Life Insurance