DOCUMENT
CHECKLIST
Put one copy with you in a waterproof container and put one
copy with out of state contact, fire safe or safety deposit box. If possible, make copies of actual statement,
cards, etc. so all numbers are listed.
Birth/death certificates
Social Security cards
immunizations
driver’s license
license plate numbers with make/model and photos
marriage/divorce licenses/adoptions/custody
passports/citizenship/green card/VISA
Military service records
will/trusts/POA and lawyer’s name, address, phone
Federal tax return first two pages
Bank accounts—checking, savings, MMA
investments—401K, IRA, savings, stocks, bonds, CD, mutual funds
debts—mortgage, credit cards (copy front and back), loans, cars, retail stores
utility bills—power, gas, phone, water, cable, internet
insurance—auto, home, health, dental policy with numbers, name, phone
titles/deeds/appraisals/leases
user name/password list
doctors/dentists/ ophthalmologist/audiologist names and phones
list of medications taken/illnesses/allergies
prescriptions
Social Security cards
immunizations
driver’s license
license plate numbers with make/model and photos
marriage/divorce licenses/adoptions/custody
passports/citizenship/green card/VISA
Military service records
will/trusts/POA and lawyer’s name, address, phone
Federal tax return first two pages
Bank accounts—checking, savings, MMA
investments—401K, IRA, savings, stocks, bonds, CD, mutual funds
debts—mortgage, credit cards (copy front and back), loans, cars, retail stores
utility bills—power, gas, phone, water, cable, internet
insurance—auto, home, health, dental policy with numbers, name, phone
titles/deeds/appraisals/leases
user name/password list
doctors/dentists/ ophthalmologist/audiologist names and phones
list of medications taken/illnesses/allergies
prescriptions
Genealogy
family photos/pets/home
Church membership records
ordination certificates
patriarchal blessings
blessing copies
cash—small denominations
extra car/house keys
evacuation plan
ER contact list
Home—inventory in print and digital
Personal phone book
family photos/pets/home
Church membership records
ordination certificates
patriarchal blessings
blessing copies
cash—small denominations
extra car/house keys
evacuation plan
ER contact list
Home—inventory in print and digital
Personal phone book
