| Item |
Store In |
Shred After |
Give Copies To |
| Originals you rarely need |
|
|
|
| Adoption papers |
Bank-safe deposit box |
Never discard |
Executor, lawyer |
| Citizenship papers |
Bank-safe deposit box |
Never discard |
Executor |
| Divorce decree |
Bank-safe deposit box |
Never discard |
Lawyer |
| Lawsuits |
Bank-safe deposit box |
Never discard |
Lawyer |
| Household inventory |
Bank-safe deposit box |
Never discard |
Financial advisor |
| Photos of possessions |
Bank-safe deposit box |
Never discard |
Financial advisor |
| Military discharge |
Bank-safe deposit box |
Never discard |
Never discard |
| Veteran’s papers |
Bank-safe deposit box |
Never discard |
Never discard |
| Item |
Store In |
Shred After |
Give Copies To |
| Originals sometimes need |
|
|
|
| Birth certificate |
Fire-burglar resistant safe at home |
Never discard |
|
| Cemetery deed |
Fire-burglar resistant safe at home |
Never discard |
Heir |
| Real estate deeds |
Fire-burglar resistant safe at home |
10 years after ppty is sold |
|
| Death certificate |
Locked filing cabinet |
Never discard |
Executor |
| Diplomas |
Fire-burglar resistant safe at home |
Never discard |
|
| Guardianship documents |
Fire-burglar resistant safe at home |
Never discard |
Executor, guardian |
| Health records |
Fire-burglar resistant safe at home |
Never discard |
Doctor |
| Immunization records |
Fire-burglar resistant safe at home |
Never discard |
Doctor |
| Marriage certificates |
Fire-burglar resistant safe at home |
Never discard |
Executor |
| Medical directive |
Fire-burglar resistant safe at home |
Never discard |
Doctor, heir |
| Naturalization certification |
Fire-burglar resistant safe at home |
Never discard |
|
| Item |
Store In |
Shred After |
Give Copies To |
| Tax documents |
|
|
|
| Bank statements |
Locked filing cabinet |
7 years |
|
| Cancelled checks |
Locked filing cabinet |
7 years |
|
| Credit card statements |
Locked filing cabinet |
7 years |
|
| Home purchase or improvements papers* |
Locked filing cabinet |
7 years after home sold |
|
| Tax returns & supporting documents |
Locked filing cabinet |
7 years after filing date |
|
| Form 8606 |
Locked filing cabinet |
7 years after IRA is liquidated |
|
*deeds, surveys, title policies, blueprints, loan papers, receipts, etc.
| Item |
Store In |
Shred After |
Give Copies To |
| Investment documents |
|
|
|
| Annuity contracts |
Locked filing cabinet |
Annuity paid out |
Financial advisor |
| Loan agreements |
Locked filing cabinet |
10 yrs after loan repaid |
|
| Pension plan documents |
Locked filing cabinet |
Never discard |
Financial advisor |
| Real Estate purchase or improvements |
Locked filing cabinet |
7 yrs after property is sold |
|
| Investment account statements |
Locked filing cabinet |
7 yrs after last investment sold |
|
This information is courtesy of Idaho Banking Company, Boise Idaho. Thank you Dawn Davis, Park Center Branch Manager!
Like this:
Like Loading...
Related
Laurie B's Blog© 
Leave a Reply