Personal and Legal Documents for Personal Finances CTAE Instructional Resources.
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Transcript of Personal and Legal Documents for Personal Finances CTAE Instructional Resources.
![Page 1: Personal and Legal Documents for Personal Finances CTAE Instructional Resources.](https://reader038.fdocuments.us/reader038/viewer/2022110100/56649e155503460f94affacd/html5/thumbnails/1.jpg)
Personal and Legal Documentsfor Personal Finances
CTAE Instructional Resources
![Page 2: Personal and Legal Documents for Personal Finances CTAE Instructional Resources.](https://reader038.fdocuments.us/reader038/viewer/2022110100/56649e155503460f94affacd/html5/thumbnails/2.jpg)
Keep for 1–3 Months
Utility bills Sales receipts for minor purchases ATM and bank deposit slips
![Page 3: Personal and Legal Documents for Personal Finances CTAE Instructional Resources.](https://reader038.fdocuments.us/reader038/viewer/2022110100/56649e155503460f94affacd/html5/thumbnails/3.jpg)
Keep for 1 Year
Checkbook ledgers Paycheck stubs Monthly mortgage statements Expired insurance records
![Page 4: Personal and Legal Documents for Personal Finances CTAE Instructional Resources.](https://reader038.fdocuments.us/reader038/viewer/2022110100/56649e155503460f94affacd/html5/thumbnails/4.jpg)
Keep for 7 Years
Bank statements W-2 and 1099 forms Receipts for tax purposes Cancelled checks Disability records Unemployment income stubs Medical bills/claims
![Page 5: Personal and Legal Documents for Personal Finances CTAE Instructional Resources.](https://reader038.fdocuments.us/reader038/viewer/2022110100/56649e155503460f94affacd/html5/thumbnails/5.jpg)
Keep Indefinitely Annual tax returns Deeds, mortgages and bills of sale Year-end statements for investments Legal documents (birth certificates, social
security card, marriage license, divorce papers, passports)
Home improvement documentation and receipts
Receipts for major purchases—for warranty and insurance purposes
Wills Living wills
![Page 6: Personal and Legal Documents for Personal Finances CTAE Instructional Resources.](https://reader038.fdocuments.us/reader038/viewer/2022110100/56649e155503460f94affacd/html5/thumbnails/6.jpg)
Keep Indefinitely Power of attorney designation Beneficiary directions Real estate certificates Automobile titles Current insurance policies Medical records Education records Pension plan records Retirement plan records
![Page 7: Personal and Legal Documents for Personal Finances CTAE Instructional Resources.](https://reader038.fdocuments.us/reader038/viewer/2022110100/56649e155503460f94affacd/html5/thumbnails/7.jpg)
Trash
Paycheck stubs after reconciling with W-2 form
Expired warranties Coupons after expiration date
![Page 8: Personal and Legal Documents for Personal Finances CTAE Instructional Resources.](https://reader038.fdocuments.us/reader038/viewer/2022110100/56649e155503460f94affacd/html5/thumbnails/8.jpg)
Source:
http://www.daveramsey.com/article/organizing-your-important-documents/lifeandmoney_other/