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Financial First-Aid Kit Check List

List Provided By Operation Hope

POSTED: 4:08 pm EDT May 31, 2006
UPDATED: 11:42 am EDT June 1, 2006

Below is a check list of important documents that should be included in your hurricane financial first-aid kit:

IMPORTANT LEGAL DOCUMENTS FOR YOUR FAMILY
  1. Birth certificate(s) / adoption papers
  2. Marriage license
  3. Divorce papers
  4. Social Security card(s)
  5. Passport/green card
  6. Naturalization documents
  7. Will
  8. Power(s) of attorney (personal/property)
  9. Mortgage or real estate deeds of trust
  10. Vehicle registration/ownership papers

TAX STATEMENTS
  1. Previous year’s tax returns
  2. Property tax statement
  3. Personal property tax (i.e. car tax)

FINANCIAL ACCOUNTS
  1. Bank/credit union statements
  2. Credit/debit card statements
  3. Retirement accounts (401K, TSP, IRA)
  4. Investment accounts (stocks, bonds, mutual funds)

SOURCES OF INCOME/ASSETS
  1. Recent pay stubs for all sources of income
  2. Government benefits (e.g. Social Security, temporary assistance for needy families, veterans’)
  3. Alimony income
  4. Child support income
  5. Professional appraisals of personal property
  6. Rewards accounts (e.g. frequent flyer programs, hotel rewards)

FINANCIAL OBLIGATIONS
  1. Mortgage statements
  2. Lease
  3. Utility bills (electric, water, gas)
  4. Car payment
  5. Student loan
  6. Alimony payments
  7. Child support payments
  8. Elder care facilities

INSURANCE
  1. Property insurance
  2. Rental insurance
  3. Auto insurance
  4. Life insurance

MEDICAL
  1. Health insurance ID card(s)
  2. Record of immunization/allergies
  3. List of necessary medications
  4. Disabilities documentation
  5. Living will
  6. Dental records/child identity cards/ DNA swabs

MILITARY
  1. Current military ID
  2. Military discharge DD 214

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