Organizing Your Financial Paperwork
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1 Organizing Your Financial Paperwork Presented and Adapted By: Karen Richel Original Creation By: What if? A Disaster Presents Itself Hurricane Katrina Fires in Montana, Idaho, and California Mid-West Floods and Blizzards What has happened close to your home? What Do People Usually Do With Limited Time to Evacuate? What if? A Family Member is Injured? Dies? Your Wallet is Lost or Stolen? Your Home is Destroyed? Your Bill-Paying Spouse is Called Away Unexpectedly? Would You Know What To Do? Would You Have the Resources You Need to Make Your Financial Decisions? 1
2 Benefits of Organized Records Easily Accessible Provide Proof of Transactions Assist Personal Representative of Your Estate Provide Peace of Mind What to Store? And For How Long? Types of to Keep Personal and Family Property Financial Legal For How Long.It Depends. Where to Store? Diversify Where Items Are Stored. Wallet Home Filing System Fire-proof and/or Flood-proof box Safe Deposit Box at Bank Attorney/Relative/Friend Create a Financial Binder for Quick Access 2
3 Wallet Personal ID Driver s License Credit Cards Medicare/Health Insurance Card Blood Type Organ Donor Card Special Medical Name & Phone Number of Family Physician Home Filing System Current Files Bank Account Bills and Receipts Loan Agreements Some Medical Permanent Files Employment and Education Records Health Benefit Dead Storage Tax Records Real Estate Sold Home Safe or Safe Deposit Box Social Security Card Passports List of Insurance Policies (Vehicle, Property, Health, Life, & Personal Liability) Health Records Prescriptions Deed to Real Estate Vehicle Titles Household Inventory (list, video &photographs) Credit Records Contracts Licenses to Practice Diplomas Copyrights and Patents Military Records Certificates, Stocks and Bonds Citizenship Papers Adoption Papers Marriage Certificates Divorce Decrees Investment IRAs Retirement Plans Wills and Trusts Advanced Directives for Health Care Living Will Durable POA Guardianship or Personal Representative Papers Funeral Plan Documents Letters of Last Instruction Other Important Documents Equipment Warranties, Guarantees and Instruction Books Records of Home Improvements Timeshare Ownership Burial Plots Earnings Records Bank/Credit Union Statements Credit and Debit Card Credit Reports Personal Tax Returns Retirement Benefits Notes and Money Owed (Contracts and Obligations) Bills to be Paid & Debts Owed Promissory Notes, Liens Assets Purchased/Investments Transcripts 3
4 Making a Plan: The Financial Binder If your spouse or parent became incapacitated, and it was your assignment to contact friends and relatives, where would you find the phone numbers and other needed contact information? Directories Personal and Professional Directory Personal Directory Christmas Card List Wedding Guest List Address Book Addresses Phone List (including Cell Phone List) Professional Directory List of Important Business Contacts 4
5 Your wallet has been stolen. You need to get in touch with your credit card companies immediately so you won t be held liable for charges on your stolen credit & debit cards. Where are your toll free numbers for these accounts? (on the back of your credit card!) Financial Included in this Section: Checking and Savings Account Number and Contact Retirement Account Number and Contact Certificates of Deposit Credit Cards And More. Location of Important Papers Other Financial Websites Usernames Passwords Copy Wallet Contents Take Out Social Security Card Goals List Money Management Goals Contract SMART Goals Short-Term (less than 3 Months) Intermediate-Term (3 Months to A Year) Long-Term (1 Year or More) 5
6 You ve had a small fire in your home. It destroyed your computer, stereo, big screen TV, wife s wedding ring on top of the entertainment center, and the piano. Your insurance company will replace these if you can prove you did in fact own these. Where s your proof (and appraisals)? Personal Property Inventory Household Inventory Provides: Proof of Property Value and Ownership Guide to Determining Amount of Homeowner s or Renter s Insurance Needed How To Start?!? Video Tape or Photograph Everything Record Serial Numbers Pace Yourself!!! Update Yearly. The person who normally pays the bills each month has been called out of town for several weeks to help a child or parent with medical problems. The other spouse is home. It s the last week of the month bills are due the following week. What bills need to be paid? How much is paid? Where are the bills located? What will happen if they are late? 6
7 Net Worth Statement, Income/Expense Statement, Savings/Spending Plan, & Special Expenses Net Worth Statement = Balance Sheet What We Own and What We Owe Income and Expense Statement How We Spent Our Money in the Past Savings and Spending Plan How We Would Like to Spend Our Money in the Future Special Expenses Loan Papers Include All Past and Present Loan Documents in this Section Student Loans Car Loans Personal Loans Loans From Relatives or Friends Don t Forget Credit Card/Debit Card Agreements and Any Miscellaneous Debt Accounts Holy Cow! Mortgage interest rates have dropped to 4.3% interest on a 30 year mortgage. You need to act fast before these rates go back up to 10%+. Your mortgage lender needs your W-2 forms for 2010, 2011, and Where are they? 7
8 Rental or Lease Agreements/ Mortgage Papers Copies of Documents Real Estate Farm Property Storage Sheds Out Buildings Rent or Own?!? After a full and productive life, you have passed on and are about to enter the pearly gates. You are delighted and pleased to have left your spouse and children with thousands in life insurance that will enable them to live the life of luxury while you rest on a puffy white cloud in heaven The Rest Social Security Benefits Statements Pension, Benefits, IRA, 401K, and Retirement Statements Birth Certificates, Immunization Records and Social Security Cards Annual Credit Reports Credit Report - FACTA Report - Paycheck Stubs Other Organizations and Clubs Pet Records 8
9 Too Overwhelming? You can do it! Think of how wonderful it will be to have it together! Spend a commercial break, just a few minutes each day, working on putting this together. Make a date. It will come together really, really quickly Share idea with family members Back-Up Copy Gift Living Document MOST IMPORTANTLY Watch out for identity theft! Protect yourself! Karen Richel University of Idaho Extension Latah County (208) krichel@uidaho.edu 9
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