Essential Documents and Important Records

  • Make copies of everything
  • Bring the original documents and records with you
  • Keep these in a secure place
  • Have easy access at all times
  • Birth certificates
  • Driver’s license
  • Marriage/divorce documentation
  • Social Security number
  • Passports
  • Visas (if applicable)
  • Contacts – Friends, family, legal and professional services
  • Trust
  • Living Will / Advance Directive of Health Care Overview of Estate
  • Credit history
  • Credit card details and statements – last six months
  • Bank account
  • Tax returns
  • W-2 forms for past two years.
  • Pay slips for past two months and evidence of year to date earnings.
  • Bank statements for past two months
  • All other income statements for past two months
  • Loan documents (preapproval)
  • Mortgage statements (annual summaries)
  • Life insurance
  • Car insurance
  • Health records
  • Vaccination records (especially for children)
  • Health Insurance details
  • National Insurance card
  • Relocation package/policy
  • Resume
  • Professional qualification certificates
  • Employment authorization document (if applicable)
  • Contact details for references
  • School transcript / evidence of level of study achieved
  • Academic certificates
  • Exam certificates
  • Contact details for school and last teacher
  • Contact details – property maintenance and management
  • Home title
  • Home insurance policy
  • Renter agreement (if renting)