Week Seven: This week we tackle Financial information. Much of this information will be needed when applying for government aid and insurance payments. Others are more obvious such as credit card information. Should your home be looted while you are away or your wallet stolen or misplaced you will need to contact your credit cards immediately. This week you will need a copy machine.
Copy:
401K /IRA Statement
Bank account statements from all accounts
Credit cards front and back
Insurance cards front and back
Investment statement/stocks and bonds
Safety Deposit box information
Tax statements, last two years State and Federal