請放置於銀行保管箱：
信用卡號碼，姓名和地址的清單
社會保障卡
通過論文
出生證明書
死亡後埋藏地的所有權狀
教會記錄
公民身份證
離婚或分居的法令文件
軍事記錄
遺囑
保險包含項目
摘要房地產
房地產契約和貸款抵押權
家庭和個人的財產
保險政策契約
公司債券和證券
政府債券和證券
資產清單
儲蓄帳戶清單
房地產投資紀錄
人壽險實際的保單
車輛擁有權
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投入永久檔案
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信用卡號碼，姓名和地址，電話＃清單
貸款協議合同
員工手冊
員工合同
就業記錄
附帶福利
名單教育學位，文憑等
養老金和退休記錄
記錄的刊物
金融銀行會計帳簿
銀行報表
作廢的銀行支票
財務報表淨值
財政支出和儲蓄計劃
家庭顧問
婚姻記錄（副本）
軍事記錄（副本）
保管箱關鍵/信息。
遺囑（副本）
信的最後指令健康的帳單和收據
目前的醫學史為每個家庭成員
健康身份證件
健康保險身份證
醫療保險
副本租賃或租賃協議
家庭裝修收據
業主或住宅保險
家庭和個人的財產（副本）
財產稅收據
白蟻檢查政策
投資目標規劃表
財務列表
儲蓄帳戶清單
存摺
房地產投資記錄
投資交易單據和每月報表
稅務記錄：購買收據，支付利息，慈善確認，醫療費用記錄。
按季估計稅收形式
回報，稅收的形式，附表和支持信息。
的W - 2表格，等等
賣車輛記錄
車輛保險單
記錄的交通違章
車輛維修收據
保證解釋保修或保證
保證收益
********************
活用的文件
********************
個人簡歷
財務會計賬簿
財務支票
財務清單的目標
財務報表淨值
財政支出和節省計劃
家庭顧問
寵物註冊
車輛維修收據
保修和維修教學
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放入錢包：
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實際信用卡
組織會員卡
社會保障卡
車輛牌照
車輛登記卡
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Keep in Safe Deposit Box: 請放置於銀行保管箱
List of Credit Cards, Numbers, Names and Address.
Social Security Card
Adoption Papers
Birth Certificate
Burial Lot Deed
Church Records
Citizenship Papers
Divorce Decree or Separation Papers
Military Records
Will
Insurance Coverage
Abstract of Real Estate
Deeds and Mortgages
Household and Personal property
Title Insurance Policy
Corporate Bonds and Securities
Government Bonds and Securities
List of Assets
List of Savings Account
Real Estte Investment Record
Life Insurance Actual Policy
Vehicles Title
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PUT INTO PERMANENT FILE
List of Credit Cards, Numbers, Names and Address, Telphone #
Loan Agreements of Contracts
Employee handbook
Employee Contract
Employment Record
Fringe Benefits
List of Education Degrees, Diplomas, etc.
Pension and Retirement Records
Record of Publications
Financial Bank account books
Bank Statements
Bank Cancelled checks
Financial Net Worth Statement
Financial Spending and Saving Plan
Family Advisors
Marriage Records(Copy)
Military Record (copy)
Safe Deposit Box key/Info.
Will (copy)
Letter of Last Instruction Health Bills and Receipts
Current Medical History for Each family member
health Identification cards
Health Insurance Identification Cards
Health Insurance Coverage
copy of Lease or Rental Agreement
Home Improvement Receipts
Homeowner's or Renter's Insurance
Household and personal Property (copy)
Property Tax Receipts
Termite Inspection Policy
Investment goal Planning Sheets
List of Assests
List of Savings Accounts
Passbooks
Real Estte Investment Records
Investments Transaction Slips and Monthly Statements
Tax Records : Purchase Receipts, Interest Payments, Charitable confirmation , Medical Espense Records.
Quarterly Estimated Tax forms
Returns, Tax forms, Schedules and Support Information.
W-2 Forms, etc.
Vehicles bill of sale
Vehicles Insurance Policies
Vehicles Insurance Policies
Record of Traffic Violations
Vehicles repair receipts
Warranties explanation of Warranty or Guarantee
Warranties receipts
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Active File
Personal Resume
Financial Account books
Financial checkbooks
Financial List of Goals
Financial Net Worth statement
Financial spending and Saving Plan
Family Advisors
Pet Registrations
Vehicles Repair Receipts
Warranties repairs and maintenance Instruction
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Put in Wallet:
Actual Credit Cards
Organization Membership card
Social Security Card (??)
Vehicles License
Vehicles Registration card
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Table of Contents
Organize Your Important Papers
Family Records
Property Records
Financial Records
Legal Records
Records to Keep at Home
Family Records
Property Records
Financial Records
Legal Records
Papers to Carry with You
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Organize Your Important Papers
It is wise to periodically review your important papers. Take a fresh look at the types of records and papers you should be keeping at the beginning of each new stage or change in your life. The household might be considered a mini-business since many of the functions of planning, purchasing, and record keeping are the same as they are for any other type of business — large or small.
Importance of Records
You will find that financial records have become a vital part of your life. They are a key to your credit standing, are essential to help you save money on taxes, and also are a continuing indication of your financial progress. If you have systematic plan for keeping track of important papers you can save hours of anxious searching; help preserve peace and harmony; and make it easier to cope with emergency situations.
Record-keeping is also important due to legal and safety factors. Many records and papers can be kept in a home file for ready access, while others should be left with your attorney, placed in a safe-deposit box, or put in a fireproof, waterproof, and burglar-proof home safe. A good rule to follow is to keep the item at home unless it is a legal document or is difficult to replace or duplicate. Then it should be kept in a safe-deposit box or possibly left with your attorney. Following Hurricane Katrina in 2005, many people have explored the idea of sending copies of very important documents to a trusted relative in another state, and also having copies in a fireproof or waterproof file that could be lifted at a moment's notice.
Filing and Storing Important Papers
Plan and evaluate which papers should be stored, where they should be stored,and which should be discarded. Make the decision and file each paper accordingly. Do not just stack papers and plan to return to them later. This is the way things become lost and cause you to waste valuable time in searching for or replacing them.
A home filing system with a space provided for the important things is the key to managing your important family papers. For items kept at home it is not necessary to have fancy filing cabinets or special “offices.” A “business corner” can be set up in any room in the house. A cardboard drawer or metal box can serve adequately for storage of bills and family papers. Filing systems must be planned to meet your needs. You may not need detailed files at the present time. But remember, every type of important paper should be assigned a certain space, kept there until needed, and discarded if no longer useful.
The following guide to record-keeping will help you work out a personalized and efficient system for preserving and safeguarding important family papers. It will also provide a handy reference for deciding what items to keep, why you need to keep them, where they should be kept, and how long to keep them.
You will note that duplicate copies of many family papers should be kept at home for immediate reference. Important reasons for storing some family papers at certain locations are explained beside each category. However, you must make the final decision about where you will store your documents.
Permanent and Semi-Permanent Records
Keep in a safe deposit box or a fireproof, waterproof, burglar-proof home safe—with a list of the contents of the box in your home file.
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