Important Documents Checklist

  • 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

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This checklist was created by tempo

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