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FINANCIAL PAPERS CHECKLIST

Whether you’re putting together a financial statement for your bank, grouping together your important papers in case of an emergency or deciding what to include in your fireproof safe, the following checklist helps you identify the items you should consider.

Then the next time you meet with your financial planner, have to evacuate your home in an emergency or need to review your will, you’ll be ready. This checklist was a real asset!

	Financial statement listing assets and liabilities along with financial statements, certificates and appraisals
	Assets:
	Cash and checking account balance
	Accounts Receivable
	CD’s and Savings Accounts
	Post tax balances
	Pre tax balances
	Real estate
	Life insurance cash value
	Vehicles
	Antiques and Collectibles
	Personal property
	Liabilities:
	Real estate
	Vehicle loans
	Accounts payable
	Pension benefit statement
	Social Security card
	Social Security benefit statement
	Copy of driver’s license
	Birth certificate
	Insurance files (disability, health, life, home, auto, liability, etc.)
	Passport or photo ID
	Copies of credit cards (front and back)
	Contact information for bank, financial planner, insurance agent and employer
	User names and passwords for all websites you visit (prescriptions, financial websites, etc.)
	Wills, living wills, trusts, etc.
	Marriage certificate, deeds, diplomas, divorce papers, citizenship papers, etc.
	Inventory listing and photos of real and personal property
Tip: Consider putting this information on a thumb drive and you keep on your key chain
	Contact information for utilities, cable, phone, water, etc.