5 Financial Documents and Records

Financial Planning Activities: Indicate the location of the following records. If not applicable to you, place N/A in the first column. The next step is to create files for the eight major categories of records.

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Item	Home File	Safe deposit box	Other (specify)
Money Management Records budget, financial statements
Personal/employment records current rsum, social security card
educational transcripts
birth, marriage, divorce certificates
citizenship, military papers
adoption, custody papers
Tax records
Financial services/consumer credit records unused, canceled checks
savings, passbook statements
savings certificates
credit card information, statements
credit contracts
Consumer purchase, housing, and automobile records warranties, receipts
owner's manuals
automobile title
auto registration
auto service records
Insurance records insurance policies
home inventory
medical information (health history)
Investment records broker statements
dividend reports
stock/bond certificates
rare coins, stamps, and collectibles
Estate planning and retirement will
pension, social security info

What's Next for Your Personal Financial Plan?

• 1) Select a location for storing your financial documents and records.

2) Decide if various documents may no longer be needed.