Friday, March 19, 2010

PON Week #5 "Organize Your Personal Information"

I am following the weekly schedule found in the book:
The book is available at Amazon and Barnes and Noble.

Week 5 is "Organize Your Personal Information" This is the first chapter of the section on Organizing Your Papers.

This Week's Goals:

~Decide where you would like to store this  information.  I have not decided where to keep my master list of where all information is stored.  If I get super organized I will leave a copy with my parents so it anything happens they have a copy of the master list.

~Label each category so it can be easily referenced.

These are the categories the book lists:  I added anything listed in blue
A)  Finances
     ~Credit score
     ~Credit/Debit Card numbers and phone numbers to call if lost or stolen
     ~Bank account numbers
     ~All budgeting information
     ~Net worth statement

B)  Health
     ~Blood pressure
     ~Health issues
     ~Cholesterol level
     ~Family blood types
     ~Insurance EOB forms
     ~FLEX receipts
     ~Immunization Records

C)  Safety
     ~Emergency contact info
     ~License plate and VIN numbers
     ~Current photos of family members with height and weight info
     ~ Photocopies of passports

D)  Just in case 
     ~Measurements and clothing sizes

E)  Other
     ~Children's report cards 
     ~Important school papers/info (I keep these in a separate binder for each of my boys)

Important Documents that should be kept in a fireproof safe:
     ~Marriage license
     ~Birth certificates
     ~Adoption papers
     ~Auto titles
     ~Stocks and bonds certificates
     ~Death certificates :(
     ~Household Inventory List
     ~Valuable contacts
     ~Home deeds and titles
     ~Insurance info

I need to get myself on track with paperwork.  It is definitely an area in my life that needs much improvement!

*Stay tuned for the chapter on "Organizing Your Trip" coming soon.  We will be a doing a road trip to FL in April and I plan on posting about getting organized for the trip.


  1. Okay, I'm definitely behind with this financial/personal information organization. I must print this and get on track! (This is all so important)

  2. Whew! I am impressed. Apparently I have some work to do:)