Important Documents Checklist
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Driver’s license
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Any other photo ID
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Birth certificate(s)/ adoption papers/ child custody documents
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Marriage license
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Divorce license
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Social Security card(s)
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Child identity cards/dental records/DNA swabs
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Passport/green card
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Naturalization documents
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Current military ID
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Military discharge record (DD 214)
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Lease or rental agreement
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Mortgage or real estate deeds of trust
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Second mortgage/ private mortgage insurance
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Home equity line of credit (HELOC)
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Copies of latest utility bills (electric, water, gas) - for proof of residence
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Loan payments for vehicles
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Copies of loan agreements
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Credit cards - Include account number and phone numbers to report lost or stolen cards
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Alimony payments - Include copy of payment agreement.
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Child support payments - Include copy of payment agreement.
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Elder care facilities - Include copy of payment agreement.
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Automatic payments (such as gym memberships)
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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.
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Retirement accounts (401K, TSP, IRA)
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Investment accounts (stocks, bonds, mutual funds)
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Vehicle registration/ ownership papers
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Property/ homeowners/ renters insurance (including riders)
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Copies of photos of property and contents (including photos of any valuable items that are separately covered)
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Auto insurance
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Life insurance
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Professional appraisals of personal property
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Recent pay stubs for all sources of income
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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.
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Alimony income
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Child support income
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Rewards accounts (frequent flyer programs, hotel rewards)
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Previous year’s tax returns (Federal, state, and/or local)
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Property tax statement
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Personal property tax (for example, car tax)
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Will/Trust
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Power(s) of attorney (personal/property)
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Copy of health insurance ID card(s), including Veteran Health Identifi ation Card(s)
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Copy of pharmacy ID card(s)
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Medicare card
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Medicaid card
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Record of immunizations/ allergies
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Caregiver agency contract or service agreement
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List of medications you take on a regular basis
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Copies of current prescriptions (including glasses)
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List models, serial numbers, and suppliers for medical equipment (pacemakers, feeding pumps, home IV units, suction machines, wheelchairs, Braille or lower vision equipment)
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Disabilities documentation
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Living will/ power of attorney (medical)
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Veterinarian contact information