50 Chapter 2 Making Smart Decisions
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Goodheart-Willcox Publisher
Figure 2-10 Keeping these documents organized will help you be a better manager.
Documents and Records You May Need
Personal
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Birth/marriage/death certificates
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Passports
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Adoption and custody papers
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Military papers
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Separation agreements
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Divorce decree
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Social Security card
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Citizenship papers
Employment
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Résumés
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Copies of completed job applications
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Employment contracts
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Letters of recommendation
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Employment benefit information and documents
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College transcripts and training certificates
Finances
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Budget
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Financial statements
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Bank statements
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Cancelled checks
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Credit card and charge account statements and
records of payment
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Loan papers and receipts of payments
Insurance
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Original policies
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List of premium amounts and due date
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Claims information
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List of policies, numbers, company names, and
types of coverage
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List of beneficiaries and amounts of expected
benefits
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Medical history with names of physicians and
record of current prescriptions
Taxes
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Copies of past tax returns
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Record and receipts of deductible expenses
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Record of taxable income
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Paycheck stubs
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W-2 Forms
Property
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Lease/mortgage papers
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Property tax statements and receipts of payments
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Deeds and title papers to property
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Inventory of personal possessions with purchase
prices, estimated value, and photos of valuables
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Warranties and instruction manuals
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Service and repair records
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Bills of sale and receipts of payments for valuable
purchases
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Receipts for improvements of real estate property
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Appraisals of real estate and valuables
Savings and Investments
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Purchase and sale records for stocks, bonds, and
mutual funds
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Investment certificates
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Savings and account records
Estate Planning
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Will (original and copies)
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Individual Retirement Account (IRA) statements
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Pension information
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Social Security records
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Retirement plan documents