Preparedness Email - Week 19

Bring Your Important Papers: Financial Records

This is the third, and the hardest of the documentation tasks but you've got momentum. Just Do It!

Taxes: Get copies of the last 3 years of tax forms, and take pictures of the fronts and backs of every one.  

Financial Accounts: Locate every bank account and retirement account. Record the exact name of the financial institution that the account is held in, the account numbers and note any passwords or PINS.

Stocks or bonds: Take a picture of the fronts and backs of any paper copies, or gather the electronic records into one place.

Property deeds: Take pictures, front and back.

Legal titles to cars, motorcycles, motor homes, etc. Take photographs.

Lease agreements to which you are a party. Take a picture.


Email all these pictures and files to yourself, so they are archived in email.


Print 2 copies. Put one with your important papers in a secure location, and the other into the ziplock bag holding your earlier papers.

That’s it!

 

This email series -- brought to you by neighborhood volunteers at Transition Longfellow -- is designed to help you become more prepared for extreme weather emergencies. Transition Longfellow does not recommend any specific product. Images or links are for illustration purposes only.

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