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Document Tracker Checklist

Online banking? You bet. E-tickets for air travel? Definitely. A paperless society? Not so fast. Keep all vital stats from your important papers here and put the originals in a safe spot.

Click here to download the PDF file

General

  • Name
  • Social Security Number
  • Laptop Serial Number
  • Driver's License Number

Car Insurance Policy

  • Carrier
  • Contact Info

Health Insurance Account Number

  • Carrier
  • Contact Info

Checking Account Number

  • Financial Institution
  • Contact Info

Savings Account Number

  • Financial Institution
  • Contact Info

Investment Account Number

  • Financial Institution
  • Contact Info

Mortgage Policy Number

  • Financial Institution
  • Contact Info

Life Insurance Policy Number

  • Financial Institution
  • Contact Info

See More: Money Q&A

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