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Important Documents Checklist

• Driver’s license

• Any other photo ID

• Birth certificate(s)/ adoption papers/ child custody documents

• Marriage license

• Divorce license

• Social Security card(s)

• Child identity cards/dental records/DNA swabs

• Passport/green card

• Naturalization documents

• Current military ID

• Military discharge record (DD 214)

• Lease or rental agreement

• Mortgage or real estate deeds of trust

• Second mortgage/ private mortgage insurance

• Home equity line of credit (HELOC)

• Copies of latest utility bills (electric, water, gas) - for proof of residence

• Loan payments for vehicles

• Copies of loan agreements

• Credit cards - Include account number and phone numbers to report lost or stolen cards

• Alimony payments - Include copy of payment agreement.

• Child support payments - Include copy of payment agreement.

• Elder care facilities - Include copy of payment agreement.

• Automatic payments (such as gym memberships)

• Bank/credit union/debit card statements - Main goal is to document proof that you have an account, your account number, and the institution’s contact information.

• Retirement accounts (401K, TSP, IRA)

• Investment accounts (stocks, bonds, mutual funds)

• Vehicle registration/ ownership papers

• Property/ homeowners/ renters insurance (including riders)

• Copies of photos of property and contents (including photos of any valuable items that are separately covered)

• Auto insurance

• Life insurance

• Professional appraisals of personal property

• Recent pay stubs for all sources of income

• Government benefits (Social Security, Temporary Assistance for Needy Families, Veterans benefits) - Having proof of your income sources will be important if an emergency interrupts your income.

• Alimony income

• Child support income

• Rewards accounts (frequent flyer programs, hotel rewards)

• Previous year’s tax returns (Federal, state, and/or local)

• Property tax statement

• Personal property tax (for example, car tax)

• Will/Trust

• Power(s) of attorney (personal/property)

• Copy of health insurance ID card(s), including Veteran Health Identifi ation Card(s)

• Copy of pharmacy ID card(s)

• Medicare card

• Medicaid card

• Record of immunizations/ allergies

• Caregiver agency contract or service agreement

• List of medications you take on a regular basis

• Copies of current prescriptions (including glasses)

• List models, serial numbers, and suppliers for medical equipment (pacemakers, feeding pumps, home IV units, suction machines, wheelchairs, Braille or lower vision equipment)

• Disabilities documentation

• Living will/ power of attorney (medical)

• Veterinarian contact information

This checklist was created by tempo

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