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How Long Records Should Be Saved
By admin | Oct 24, 2011
Keeping track of your important documents can be a challenge when moving, and knowing the best way to store them can save you a huge hassle. When relocating in San Diego, New York, or your home town, be sure to go through our document storage checklist.
Type of Record |
Holding Record |
Places To Save |
|---|---|---|
| Family Papers: birth, marriage, death certificate,school transcripts, divorce papers, etc. | Indefinitely | Safe-deposit box |
| Health Records: copies of forms showing hospital stays, immunizations, etc.. | Indefinitely | Home files |
| Tax Records: returns and supporting documents | Six years (required by government) | Home files |
| Property Records: titles, mortgages, deeds, loan agreements, etc. | Duration of property ownership, plus several years w/proof of loan payments | Originals in safe deposit box, copies at home |
| Estate Records: wills, burial instructions, etc. | Indefinitely | Originals with lawyer, copies at home & safe deposit box |
| Home Improvement Records: contracts, records of costs, etc. | Until home is sold and tax
liability settled |
Home files, copies in safe deposit
box |
| Bank and Savings Account Records: registers, cancelled checks, receipts, etc. | CD’s until mature, others until tax matters are settled | CD’s and account list in safe deposit box, checks at home |
| Credit Records: list of credit cards, records of payment, etc. | Until account balance is $0 or until after tax deductions settled. | Home files |
| Investment Records: cancelled checks, securities, buy and sell orders, etc. | Three years past sale for taxes,
indefinitely for retirement |
Originals in safe deposit box, copies at home |
| Assets and Liabilities Records: property owned, insurance coverage, taxes, etc. | Update anually | Home files, copies in safe deposit box |
| Government Records: passport, Social Security card, etc. | Indefinitely | SS card in wallet, all else in safe deposit box |
| Warranties: contracts and proofs of purchases | As long as you own the item | Home files |
| Insurance Records: policies and household inventory | Four years after expiration of policy. Update annually | Originals at home, copies and inventory list in safe deposit box |
| Safe Deposit Box Inventory | Indefinitely | Home files |
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