Comments on: List of Important Financial Documents

By: Kelly

Kelly — Wed, 05 Oct 2011 23:59:33 +0000

Power of Attorney

By: Terry

Terry — Thu, 29 Sep 2011 03:10:55 +0000

You may want to add Death Certificate to Important Financial Documents.

By: Straight Talk on Debt: Overcome your Debt Hurdle

Straight Talk on Debt: Overcome your Debt Hurdle — Fri, 29 Jul 2011 15:23:42 +0000

[...] in 55 Seconds: Organize Your Financial Documents @bargainr "Having a system for your financial documents is a good way to help you access information that you need quickly, as well as help you get [...]

By: Time Again

Time Again — Tue, 26 Jul 2011 00:09:52 +0000

With my Mother recently deceased and having Power/s of Attorney shared jointly with one sister, we learned that following her death, the Power of Attorney’s ceased. Consequently, monies remaining in her bank account could only be accessed via Power On Death (POD). What a surprise having never heard of this Power before. A POD should definitely be among all financial files.

By: Anonymous

Anonymous — Thu, 09 Dec 2010 02:36:03 +0000

Not all of these are “financial” documents, as suggested in the title.

By: Rick

Rick — Wed, 16 Aug 2006 22:08:54 +0000

Great list, but definitely add DD214. I’ve needed it more than my marriage license.

By: Scott Howard

Scott Howard — Wed, 16 Aug 2006 19:38:58 +0000

Good list but you did forget the DD214 which is the military discharge document. Not everyone has one but for those that where in the military you always want to keep a copy.

By: MamaDuck

MamaDuck — Wed, 16 Aug 2006 16:03:10 +0000

Excellent idea for a list, some things might be forgotten for sure. Our list is up if you’d like to look… have a great day!

By: Jersey Girl

Jersey Girl — Wed, 16 Aug 2006 15:25:08 +0000

Good list..it’s something people don’t think about on a regular basis, so reminding them is fabulous.

By: E. Uriel Acevedo

E. Uriel Acevedo — Wed, 16 Aug 2006 13:20:55 +0000

Another alternative would be to scan these documents using a good encryption program, then store them on a remote server (with strong encryption as well).

I have been using a service called Carbonite.com that backs up my entire hard drive continually (without slowing down my internet connection) and also allows me to select specific files to be backed-up.

Perhaps you can use this or any similar service to back-up important scanned documents as well.

So far Carbonite seems pretty good (it’s a very new service) any only cost around $ 2.50 a month.

By: AmDollar

AmDollar — Wed, 16 Aug 2006 01:28:08 +0000

I currently use a sentry fireproof box in our office. I was thinking of upgrading to a bank safe deposit box however I’m not really ready to fork over money for that kind of security.

By: King Asa

King Asa — Tue, 15 Aug 2006 17:23:38 +0000

You can also make a photocopy of the stuff you need to use frequently just for record keeping purposes.

By: jim

jim — Tue, 15 Aug 2006 17:09:07 +0000

Danny – For a lot of the documents above, they’re in category 2, items you’ll want to remember to replace. While a driver’s license is a significant enough item that you’ll remember to replace it, some of the other things aren’t.

By: Danny

Danny — Tue, 15 Aug 2006 15:58:14 +0000

If you stick your driver’s license in a safe place, how will you use it when you are pulled over, want to buy alcohol, want to get into a club, or maybe use your credit card?

By: AJ

AJ — Tue, 15 Aug 2006 14:45:08 +0000

Tax returns, W2s