List: Important Documents Checklist

Get the recent list of important documents checklist.

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
Important Documents Checklist
Scott Adkins
Scott Adkins
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