"Document Inventory Template"

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How long to keep important documents and receipts
Forever
Document
Location
Date Filed
Birth Certificate
Marriage License
Divorce Decree
Passport
Education Certificates
Military Service Records
Social Security Card
Life Insurance Policy
Until Updated or Renewed
Document
Location
Date Filed
Date Updated
Contracts
Car Insurance
Homeowner’s Insurance
Annual Investment Statements
Credit Card Records
Social Security Statements
Last Will and Testament
Until Sold or Completed
Document
Location
Date Filed
Date Sold
Real Estate Deeds
Receipts for Home Purchases
Receipts for Big Purchases
Loan Documents
Warranties
Service Contracts
Vehicle Titles
Other
Document
Location
Date Filed
Date Shredded
Bank Statements (1 Year)
Tax Records (7 Years)
Investment Statements (1 mo.)
www.BusinessFormTemplate.com
How long to keep important documents and receipts
Forever
Document
Location
Date Filed
Birth Certificate
Marriage License
Divorce Decree
Passport
Education Certificates
Military Service Records
Social Security Card
Life Insurance Policy
Until Updated or Renewed
Document
Location
Date Filed
Date Updated
Contracts
Car Insurance
Homeowner’s Insurance
Annual Investment Statements
Credit Card Records
Social Security Statements
Last Will and Testament
Until Sold or Completed
Document
Location
Date Filed
Date Sold
Real Estate Deeds
Receipts for Home Purchases
Receipts for Big Purchases
Loan Documents
Warranties
Service Contracts
Vehicle Titles
Other
Document
Location
Date Filed
Date Shredded
Bank Statements (1 Year)
Tax Records (7 Years)
Investment Statements (1 mo.)
www.BusinessFormTemplate.com