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Archive for the ‘Life Files’ Category
Monday, March 2nd, 2009
Here’s a simple guide to keeping legal records. Note: All of these records can be kept in my LifeFile™ . For more information on LifeFile go to the “products” tab of this blog or go to www.mywiseguides.com.
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Item to keep
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Reason for keeping
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How long to keep
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Birth certificate (certified copy or original)
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Proof of birth
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Indefinitely
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Death certificates
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Proof of death for Social Security benefits and estate settlement
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Until benefits are secured and estate settled; note cause of death for family health history
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Marriage records
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For proof of marriage to collect insurance, Social Security, and veteran’s federal benefit pension compensations; to settle estate
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Until all claims are settled, benefits are received, and estate is settled
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Divorce decree
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To clear legal requirements for remarriage
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Indefinitely
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Adoption papers
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To prove ages to start to school; for obtaining birth certificates for some jobs; to obtain driver’s license; for marriage license; for registering to vote; to qualify for Social Security benefits; to obtain passports; to determine estate heirs
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Indefinitely
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Military service: Service record; summary of benefits
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To qualify for retirement, insurance, medical, education, and other benefits
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Recommend that county or city clerk create additional official record of discharge certificates
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Citizenship and naturalization papers
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To obtain certain types of jobs; to obtain passport; prove eligibility to vote
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Indefinitely
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Eileen Kollmeyer
My Wise Guides
Email: eileenk@mywiseguides.com
Phone: 206-369-5305
www.mywiseguides.com
Tags: diary, efficient, emergency card, emergency medical, files, health, health file, health history, health journal, health organizer, life, Life Files, life organizer, life records, medical, medical file, medical history, medical journal, medical organizer, medical records, Organize, organize health, organize life, organize medical, personal diary, personal records, systems, tracking personal information, wellness Posted in Life Files, Organizing | No Comments »
Friday, February 27th, 2009
Here’s a simple guide to keeping family records. Note: All of these records could be kept in my LifeFile™. Check out the information on the “products” tab of this blog or go to www.mywiseguides.com.
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Item to keep
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Reason for keeping
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How long to keep
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Baptismal and confirmation records
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Acceptable evidence of birth date when obtaining a delayed birth certificate; proof of church membership
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Indefinitely
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Copyrights and patents
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Proof of ownership rights
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Indefinitely
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Insurance policies:
List of policy numbers, name of each insured, beneficiary, company, agent
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Reference for kinds and amounts of coverage; provides record of payments and premiums and location of policy; provides record of claims
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Until collected or expires; until all claims settled; duplicate policies can be easily obtained
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Passport
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Identification required for most international travel
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Retain expired passport to satisfy application requirements for a new one, then discard
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Wills
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Reference; essential for settlement of estate
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Keep original indefinitely in safe or with attorney or clerk of district court
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Eileen Kollmeyer
My Wise Guides
Email: eileenk@mywiseguides.com
Phone: 206-369-5305
www.mywiseguides.com
Tags: diary, efficient, emergency card, emergency medical, files, health, health file, health history, health journal, health organizer, life, Life Files, life organizer, life records, medical, medical file, medical history, medical journal, medical organizer, medical records, Organize, organize health, organize life, organize medical, personal diary, personal records, systems, tracking personal information, wellness Posted in Life Files, Organizing | No Comments »
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