• NW Organizer

How long to save important papers

This is a simple guide for a renter. Homeowners would need to save their loan documents and title forever.


KEEP FOREVER:

• Birth and death certificates

• Social security cards

• Pension plan documents

• ID cards and passports

• Diplomas

• Any Life insurance policy

• Wills, living wills, and powers of attorney

• Vehicle titles and loan documents


KEEP THE MOST CURRENT COPY:

• Annual insurance policy statements

• Retirement plan statements (401(k), 529, IRA, etc.)

• Rental agreement


KEEP FOR SEVEN YEARS:

• Tax records and receipts


KEEP AS LONG AS YOU OWN THE ITEM:

• Warranty documents and receipts

• Owners manuals


KEEP ONLY UNTIL YOU HAVE RECONCILED THE ACCOUNT:

• Bank statements

• Credit card statements


KEEP FOR ONE YEAR:

• Medical records and bills


#officeorganization #organizepapers #documentretention

  • Pinterest Social Icon
  • Twitter Social Icon

©2018 by NW Organizer. Proudly created with Wix.com