Organizing Your Financial Documents
An important part of managing your personal finances is keeping your financial records organized. Use this list to gather important documents to serve as a road map for you and your loved ones.
Items to include in your financial binder:
List of Income Sources
W-2, 1099s, Social Security, pension
Monthly Bills
If you pay your bills online, include websites with usernames and passwords.
If you pay your bills using a paper filing system, provide direction on where to locate the files.
Credit Card Information
Include card number, company and phone number
Loan Paperwork
Car loans, student loans, personal loans, etc.
Department Contact Information
Department name and Fire Chief contact information
Lists of Accounts
Include account numbers, company, phone number, beneficiaries and login credentials.
Bank accounts
Savings accounts
Investment accounts
Retirement accounts
College savings accounts
Social Security Statement
Life Insurance/Long-Term Care Insurance Policy
Estate Planning Documents
Financial power of attorney
Medical power of attorney
Living will or medical directive
Will and trust
Funeral instructions: burial or cremation, organ donation, service, etc.
Contact information of trusted advisors or executor
Real Estate/Rental Information
List of Personal Property
Vehicles, jewelry, etc.
Organization tips
• Use a large 3-ring binder to store important financial information.
• Only keep the most recent copy of your information in your financial binder.
• Store the binder in a safe, secure and fire‑resistant location.
• Provide location to a close relative and estate executor.