Financial Document Checklist for Caregivers
Organizing your loved one's financial documents is essential. Use this checklist to ensure you have everything you need.
Having organized financial documents makes caregiving much easier. Use this checklist to gather everything important.
Income Documents
- Social Security statements/award letters
- Pension documents
- Annuity contracts
- Rental income records
- Investment income statements
Bank and Investment Accounts
- Checking account statements
- Savings account statements
- CD (Certificate of Deposit) records
- Brokerage account statements
- IRA/401(k) statements
Insurance Documents
- Medicare card and summary
- Medicare Supplement (Medigap) policy
- Medicare Part D prescription plan
- Long-term care insurance policy
- Life insurance policies
- Homeowner's/renter's insurance
- Auto insurance
Property Documents
- Property deeds
- Mortgage statements
- Property tax statements
- Vehicle titles
Debt Records
- Credit card statements
- Loan documents
- HELOC information
Tax Documents
- Last 3-7 years of tax returns
- W-2s, 1099s, and other income forms
- Property tax records
Contact Information
- Financial advisor contact
- Accountant/tax preparer
- Insurance agent
- Bank contacts
Store copies securely in Brelti's Care Vault for easy access when needed.