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