What to Keep Where

AARP, August 1, 2009 | Comments: 0

Use this checklist to keep track of where you should keep your important documents.

In your safe deposit box

Birth certificates
Certificates of deposit
Citizenship and naturalization papers
Copy of financial notebook
Death Certificates
Education degrees
IRA papers
Legal agreements
Marriage/divorce documents
Military discharge papers
Property bills of sale
Property deeds
Personal property appraisals
Personal property inventory and pictures
Stock and bond certificates
Vehicle titles

In a fireproof box at home

Financial power of attorney
Insurance policies
Living will
Medical power of attorney
Property tax receipts
Trust documents
Product warranties
Wills

Copies with your attorney, relative, friend or agent

Burial instructions
Financial plan
Financial power of attorney
Medical power of attorney
Living will
Trust documents
Wills

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WayForth Home Transition Management

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Banking & Investments

Personal Loans from Marcus by Goldman Sachs®

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Technology & Wireless

AT&T

Members can save monthly on qualified AT&T wireless plans

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Advertised monthly price includes monthly plan charge for talk, text and data & monthly per-line phone access charge for access to such services. OTHER RESTRICTIONS & FEES: Activation/upgrade fee per line (up to $45) & deposit may apply. AutoPay & Paperless Bill Discount: Monthly discount $10 per phone line when active & enrolled in both. AT&T employees, retirees & IMO consumers are not eligible for the AutoPay and Paperless bill discount. Discount starts w/in 2 bill cycles. Pay full plan cost until discount starts. UNLIMITED DATA: For use in the United States (the “Domestic Coverage Area” or “DCA”), Mexico and Canada. DATA RESTRICTIONS: After 100 GB of data usage on a line in a bill cycle, for the remainder of the cycle AT&T may temporarily slow data speeds on that line if the network is busy. 2G Off net data speeds may apply. All AT&T service is subject to AT&T network management policies. See att.com/broadbandinfo for details. 5G SERVICE: Requires a compatible 5G device. 5G service is not available everywhere. See att.com/5Gforyou for details. VIDEO STREAMING: Includes Stream Saver feature which allows you to stream higher definition video in Standard Definition on compatible devices (unless video provider has opted out). Stream Saver will not recognize all video content. Ability to stream and video resolution may vary and be affected by other factors. To enjoy access to High Definition video on compatible devices and when available, you can turn it off or back on at any time at att.com/myatt or call 611. Restrictions apply. Details at att.com/streamsaver. MOBILE HOTSPOT: Requires compatible device. Includes up to 30GB per line per month. After 30GB, mobile hotspot speed slowed to max of 128Kbps for the rest of bill cycle except Connected Cars (in car Wi-Fi/vehicle wi-fi hotspots). After this, mobile hotspot data usage will be impacted and not fully functional. 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AT&T Wireless Internet, select Wireless Home Phone devices, dedicated mobile hotspot devices, and select laptop air cards are not eligible for these plans. These plans may not be eligible for additional discounts, including but not limited to Signature discounts. AT&T employees & retirees may not be eligible for certain benefits, offers, and discounts associated with these plans. ADDITIONAL MONTHLY FEES & TAXES: Apply per line & include Regulatory Cost Recovery Fee (up to $1.50), Administrative Fee ($1.99) & other fees which are not government-required surcharges as well as taxes. Additional one-time Fees may apply. See <a href=\"https://www.att.com/mobilityfees\" target=\"_blank\" data-overlay-msg=\"AARP.Everywhere.LeavingModal.drawOverlay(this,'',/mnt/overlay/wcm/core/content/sites/properties.html,'','You are now leaving AARP.org and going to a website that is not operated by AARP. 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Health & Wellness

LensCrafters

Members can save 50% on prescription lenses

learn more

See more Health & Wellness offers >

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