The following are must have documents that you should be sure to obtain if
you don't have them already. Having these documents
is important to you and especially your family.
You should follow these steps for securing these documents:
Collect important personal papers and information related to financial transactions.
Identify a single location to file all crucial papers -- a fireproof box or safe-deposit
box.
Create copies now (certified, in cases of birth certificates and other crucial
documents) in case you need them to provide to government agencies.
Put important
original documents in plastic covers to protect them and to prevent you from accidentally
giving away the original.
Record the location of the documents in your RestEasytm Profile
so the location will be known in case you're not available when it is needed.
Important Documents
What to collect
Bank account records
Marriage certificates or divorce decrees
Identification records (driver's license, green card, passport, etc.)
Titles, deeds, registrations for property and vehicles owned
Mortgage and other loan information
Insurance policies
Investment records
Credit-card statements
Employer benefit statements
Income tax information (copies of past returns, proof of estimated tax payments)
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