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How To Set Up An Easy-To-Use Filing System

The "Shoe Box" Method Of Filing

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One simple filing system is the "shoe box" method, which involves five separate boxes (or files) and a fireproof box for essential documents. This method can work particularly well if you are having trouble staying on top of things and/or receive government benefits:

  1. Current Bills Put new bills here. As they are paid, move to Box #2.Consider organizing this "box" into smaller folders corresponding to the day in the month the check should be written.

 

  1. Paid Bills and financial obligations, including general bills and invoices, credit card statements, and receipts.

 

  1. Bank Accounts All bank accounts, including statements and canceled checks.

 

  1. Medical Expenses and Reimbursements. See Paying Medical Bills.

 

  1. Government Benefits Keep all documents relating to benefits you receive here. Make a separate file for each program, including copies of all application forms, supporting documents, award letters, notes on conversations (including to whom you spoke and the date,) and all correspondence. Never give any government agency the original without keeping a copy in this file.

 

 

Fire Proof File or Box includes items such as: Employment & Education Records, Passport, Your Social Security Card, Copies of All Insurance Policies, Will & Advance Directives, and Funeral Arrangements.

 

 


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