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Why you need to have documents… a.To handle emergencies b.Increase independence c.To be knowledgeable regarding your finances, etc. Important reminder:

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Presentation on theme: "Why you need to have documents… a.To handle emergencies b.Increase independence c.To be knowledgeable regarding your finances, etc. Important reminder:"— Presentation transcript:

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2 Why you need to have documents… a.To handle emergencies b.Increase independence c.To be knowledgeable regarding your finances, etc. Important reminder: Do not let your roommate have easy access to your personal files. Keep in a secure place.

3 Start by deciding what type of filing system makes sense for you. Some things to consider are: The amount of space you have available How much info you have to file The weight of the cabinet or system

4 Gather all or your paperwork to one spot. Pull it out of the junk drawer, your closet, shoe boxes, where ever it's hiding. Talk to mom & dad regarding storage of important information.

5 Sort your paperwork into types. Placing like items with other like items. These are common categories and ideas of what they should contain:

6 Personal Data Copy of Social Security card and/or the number Certified copy of Birth Certificate and Date of Birth Copy of ID or passport List of passwords/combinations List of employers/addresses/ph # List of all residences/addresses

7 Medical Information Insurance cards and information Documentation of any disabilities Dr's name, phone number, and emergency contact List of any allergies and medical complications for each person. List of immunizations

8 School information Registration info Transcripts Copies of diplomas Any financial aid information

9 Taxes- This information must be kept for 7 yrs. All W-2's Copy of past tax returns All supporting documents- interest and earnings statements, home mortgage interest statements, etc.

10 Car information Copy and original of title Insurance agreement and policy info Copy of registration Spare key

11 Mortgage or rental agreement Credit card or Loan info Bills paid Warranty info and documents- it is also a good idea to tape or staple the receipts to warranties Owners manuals Any other useful category (greek org,clubs)


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