| 1 YEAR |
|
4 YEARS |
|
AS NEEDED |
|
AS NEEDED |
|
FOREVER |
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| BILL PMT RECEIPTS |
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TAX RETURNS |
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CREDIT CARD RECORDS |
|
REAL ESTATE DEEDS |
|
HOUSEHOLD INVENTORY |
|
|
(at least three years) |
|
(unless needed to support |
|
(as long as you own the property) |
|
(update as needed) |
| BANK STMTS |
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tax returns |
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| (unless needed to support tax filings) |
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SOCIAL SECURITY STMT |
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INVESTMENT CERTIFICATES |
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BIRTH CERTIFICATES |
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|
(when you receive the new stmt, shred the old one) |
|
HOME PURCHASE & IMPROVEMENT RECORDS |
|
(as long as you own them) |
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MARRIAGE LICENSES |
| INVESTMENT STMTS |
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|
(as long as you own the property) |
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WARRANTIES |
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| (keep annual stmts until you sell) |
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(as long as you own the item) |
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DIVORCE DECREES |
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PAY STUBS |
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(only until W2 has been reconciled) |
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VEHICLE TITLES & |
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LOAN DOCUMENTS |
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PASSPORTS |
| INSURANCE (CAR, HOME ETC.) |
|
|
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MAINTENANCE RECORDS |
|
(until you sell the item the loan was for) |
|
|
| (until you renew) |
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(until you sell the vehicle) |
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EDUCATION RECORDS |
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CONTRACTS AND WARRANTIES |
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CONTRACTS |
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MILITARY SERVICE RECORDS |
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(until you sell or discard the item) |
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(until updated) |
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LIFE INSURANCE POLICIES |
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SAFETY DEPOSIT BOX INVENTORY & KEY |
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SOCIAL SECURITY CARD |
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FAMILY HEALTH RECORDS |
