your very important papers (vips)
DESCRIPTION
TRANSCRIPT
![Page 1: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/1.jpg)
Your Very Important Papers (VIPs)
What to Keep & Where?Replacing Those VIPs
By: Karen TyraStillwater FCS Extension AgentTechnical Assistance:Keri D. HayesMSU Publications Assistant
11Revised 2005Revised 2005
![Page 2: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/2.jpg)
Organizing a HomeFiling System
•View your household as a mini-business
22
![Page 3: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/3.jpg)
Organizing a Home Filing System• Systematic plan has
advantages Saves hours of anxious searching Helps preserve peace & harmony Makes easier to cope with emergencies
33
![Page 4: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/4.jpg)
Organizing a Home Filing System• Recordkeeping is more than
neatness/order
• Consider legal & safety factors
44
![Page 5: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/5.jpg)
Places for VIPs• Home file for easy
access• Safe deposit box• Appropriate
professionals
55
![Page 6: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/6.jpg)
Good Rule to Follow
• Keep the item at home Unless it is a legal document or is difficult to replace or duplicate
66
![Page 7: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/7.jpg)
Home Files• Expensive filing cabinet
NOT necessary Cardboard Box Plastic Container Metal filing box
77
![Page 8: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/8.jpg)
Home Files• Special room for office
NOT necessary
• “Business corner” in any room
88
![Page 9: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/9.jpg)
Records to Keep at Home• Family records
Education & employment Family advisors—
names, addresses, phone numbers
99
![Page 10: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/10.jpg)
Records to Keep at Home• Family records (con’d)
• Insurance policies• Health records
Doctors’ names & addresses
• Licenses to practice
1010
![Page 11: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/11.jpg)
Records to Keep at Home• Property records
Auto—certificates of title & bills of sale (copy only)
Warranties—proof of purchase & stated agreement
1111
![Page 12: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/12.jpg)
Records to Keep at Home• Property records (con’d)
Household inventories—COPY up-to-date list
Instruction books
1212
![Page 13: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/13.jpg)
Records to Keep at Home
• Financial records Account books Bank statements—
proof for income tax Canceled checks—
depends on circumstances
1313
![Page 14: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/14.jpg)
Records to Keep at Home• Financial records (con’d)
Credit card listHome improvement recordsReceipts and receipted billsSafe deposit box item list
—revise annually
1414
![Page 15: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/15.jpg)
Records to Keep at Home
• Financial records (con’d)• Savings pass books or statements • Tax returns—Depends on circumstances.
How long to keep tax records?www.irs.gov,
Search “How long to keep records”
1515
![Page 16: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/16.jpg)
• Copies: Living Will Will Power of Attorney
1616
Records to Keep at Records to Keep at HomeHome
![Page 17: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/17.jpg)
Records to Keep in Safe Deposit Box• Family records — keep copy of
inventory also in home fileAdoption paper(s) & birth certificatesBaptismal & confirmation
certificatesCitizenship papers
(if naturalized)
1717
![Page 18: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/18.jpg)
Records to Keep in Safe Deposit Box• Family records (con’d) —
keep copy of inventory also in home file Copyrights & patents Death certificates Divorce decree
1818
![Page 19: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/19.jpg)
• Employment record
• List of insurance policies you have at home
• Marriage records
• Military records
Records to Keep in Safe Deposit Box
1919
![Page 20: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/20.jpg)
• Passport• Social security card (carrying not
recommended)
• Wills—COPY
Records to Keep in Safe Deposit Box
2020
![Page 21: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/21.jpg)
• Property records Abstract for real estate Automobile title, bill of sale Burial lot deed Deeds & mortgages Home inventory photos/video tapes/lists
Records to Keep in Safe Deposit Box
2121
![Page 22: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/22.jpg)
• Financial records Contracts, notes,
debts Government bonds Investments Pension, profit sharing plans, annuities
Records to Keep in Safe Deposit Box
2222
![Page 23: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/23.jpg)
Records to Keep With Professionals• Wills
Attorney or Clerk of Court• Living wills
Attending physician Family members On line?
www.uslivingwillregistry.com/hospintro.shtm
2323
![Page 24: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/24.jpg)
Records to Keep With Professionals• Power of attorney document
Original with attorney Copy to person to whom you
give power of attorney • Attorney in fact or agent
Discretion as to whether to share with rest of family.
2424
![Page 25: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/25.jpg)
Records to Carry With You• Credit cards
• Driver’s license
• Uniform donor card
• Organization membership
• Medicare or insurance card
2525
![Page 26: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/26.jpg)
• Social Security Card—for Medicare patients ONLY
• Name of Doctor preferred• Location of living
will• Medical bracelets/
medical treatment• Blood type
2626
Records to Carry With You
![Page 27: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/27.jpg)
Replacing Those VIPs
Where to Go to GetDuplicates of Missing Papers
2727
![Page 28: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/28.jpg)
Birth & Death Certificates
• Montana www.vhsp.dphhs.state.mt.us Office of Vital Statistics Department of Public Health &
Human Services (DPHHS)
2828
![Page 29: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/29.jpg)
Birth & Death Certificates
• Out of statewww. vhsp.dphhs.state.mt.us
Click on uscerts.com Vitalcheck.com
2929
![Page 30: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/30.jpg)
Driver’s License• Driver’s Examiner
Money to treasurer Complete form Certified birth certificate Two other forms of I.D.
3030
![Page 31: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/31.jpg)
State Income Tax Returns• Montana
Based on five-year statute of limitations
Call 406-444-6900 to check latest requirements
Letter to Income Tax Division, Montana Dept. of Revenue,
Signature required to verify tax signature
3131
![Page 32: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/32.jpg)
State Income Tax Returns• Montana (con’d)
Photo I.D. Social Security number Fee per page for
photocopies
3232
![Page 33: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/33.jpg)
Federal Income Tax Returns• Internet:
www.irs.gov/localcontacts/index.html Request Form 4506 (Request for copy
or transcript of tax form) Click on state in which the federal
returns were filed
3333
![Page 34: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/34.jpg)
Federal Income Tax Returns• Call the nearest IRS
Department of Treasury office
1-800-829-1040 Billings, Bozeman, Great
Falls, Helena, Kalispell, Missoula
3434
![Page 35: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/35.jpg)
Other VIPs• Montana State University Extension MontGuide MT199513HR www.montana.edu/wwwpb/pubs/mt9611.pdf
3535
![Page 36: Your Very Important Papers (VIPs)](https://reader033.vdocuments.site/reader033/viewer/2022061223/54c30a1a4a79597e3f8b4593/html5/thumbnails/36.jpg)
Your Very Important Papers (VIPs)
What to Keep & Where?Replacing Those VIPs
By: Karen TyraStillwater FCS Extension AgentTechnical Assistance:Keri D. HayesMSU Publications Assistant
11Revised 2005Revised 2005