Files
or
Piles
DOCUMENT STORAGE
AND RETENTION AT HOME
Store and Retain
In Home Office Safe
In Bank Safe Deposit Box

Tax records for six years

Wills, deeds, and titles

Pay stubs until W2 arrives

Birth and death certificates

Credit card statements

Passports

Canceled checks

Military records

Utility bills
Keep Indefinitely
Personal health records
Medical history
Retirement benefit statements
General Rules
Shred documents showing personal information
Organize and store chronologically
Keep list of important documents

State their location

Share with relative or friend
Files
or
Piles
DOCUMENT STORAGE
AND RETENTION AT HOME