Level 1: Month Two

March Provident Living Plan
Level 1: Important Papers

Assignment:

Gather copies of your important documents, both digital copies and electronic.

Don't forget your important documents! Take time now to gather and protect your documents.

The originals of most should be kept in a safety deposit box.  You can scan documents onto a computer and create digital files. You can store the electronic copies of the documents on a remote computer or securely in the cloud. 

Make paper copies and keep them in a sealed, waterproof bag in your emergency kit so they are with you.

Documents to consider are:

• Home Inventory
• Insurance Policies - house, life, car, property, boat, ... Check that your policy covers you for disasters and that the limits are adequate since the last time you reviewed it.
• Wills - make sure you review and update your will occasionally too
• Property Deeds - to prove you own the house and land
• Titles to vehicles
• Tax Returns - first 2 pages of state and federal returns from the past 3 years
• Contracts - business you are doing or having done
• Stocks and Bonds
• Bank Account Numbers
• Credit Card Numbers and company phone numbers
• Driver's Licenses
• Social Security card
• Health Insurance Cards
• Prescriptions - medicines and eyeglasses
• Immunization records
• Phone Numbers - relatives, employer, insurance agent, doctor, pastor, financial advisor, repair contractor
• Birth certificates
• Marriage certificates
• Passports