Mail, Paper Work, Bills

Mail, Paper Work, Bills

Computer’s Incoming Mail

□ Create folders for mail you want to keep

□ Check spam

        □ Move real mail to inbox

        □ Trash spam

□ Vet the incoming mail

□ Respond to mail requiring response

□ Move mail you want to keep to appropriate folder

□ Unsubscribe to unwanted

□ Trash mail you don’t want to keep

□ Clear spam and trash can each day

Household US Postal Mail

□ Establish home office area somewhere in home

        □ Desk

        □ Computer

        □ Computer Paper

        □ Envelopes

        □ R/W CD

        □ Flash drives

        □ Printer

        □ Scanner

        □ Camera

        □ Bulletin Board

        □ Tacks

        □ Memo Board

        □ Index Card Holder

        □ Index Cards

        □ Rolodex

        □ Stapler

        □ Staple Remover

        □ Tape-invisible

        □ Tape-clear

        □ Tape-strapping

        □ Ink Pens

        □ Magic Markers

        □ Note Pads

        □ Note Books

        □ Card holder for checkbook, bank book, stamps            

        □ Calculator

        □ Recycle basket/can

        □ Donate basket/can

        □ Filing Drawer/Cabinet-Long term

        □ Filing Drawer/Cabinet-3 years

        □ Filing Drawer/Current

        □ File Folders

        □ File Hangers

        □ Tray system for incoming US Postal mail

        □ Binders

        □ Plastic binder sleeves

        □ Binder Clips

        □ Strapping Tape

       

□ Filing System

        □ Create filing system

                □ Long-term-Large file cabinet for yearly” hold                         onto” storage after income tax is filed

                □ Yearly-keep current and 2 past years handy

                □ Current Year Monthly File Box 

□ Sorting Mail

        □ Recycling Bin/Trash Can

        □ Shred

        □ Magazines/Catalogs/Sales Flyers-sort

                □ Display current or special

                □ [Permanent space for magazines]

                □ [Maintain defined “home” space for

                                Magazines & catalogs]

                 □ [Donate Box available for older publications 

        □ Postal Mail Station    - 4 trays

                □ In-box [anything not sorted]

                □ Reply/Pay/Outstanding Bills

                □ File

                □ Shred                         

         

Organize Files

□ Use broad categories

□ Create subcategories

□ Label

□ Alphabetize

□ Color folder can create separation of file types

Suggestions!  

□ Electric

□ Gas

□ Cable

□ Home Phone

□ Cell Phone

□ Television

□ Bank statements

□ Credit card statements

□ Home owners insurance

□ Car Insurance

□ Motorcycle Insurance

□ Medical-2 files for each person

        □ 1 for statements/bills/claims

        □ 1 for policy, policy letter

□ Taxes-property tax information

□ Large ticket purchases-proof of purchase

□ Loan agreements

Create a binder for tax auditor [My auditor loves this.]

        □ Use tabs to divide the binder into sections.

        □ Use plastic sleeves to hold information

         

□ Proof of who you are

        □ Copy Driver’s Licenses

            □ Mailing Address

            □ Phone Number

□ Cancelled Check for payment or refund destination

□ Income

     □ Social Security Benefit Statement

        □ W-2’s

         □ Investment Financial Statements

         □ Retirement Funds Statements

□ Medical Insurance Coverage

     □ Employer Provided Health Insurance 

             Offer & Coverage

     □ Payment record of Supplemental Health Insurance

     □ Payment record of Prescription & Dental Coverage

□ Medical Summary- out of pocket each person

          □ Deductible-out of pocket

          □ Prescription out of pocket

          □ Glasses & eye exam out of pocket

          □ Dental out of pocket

 □ Hospital & Physician out of pocket

        □ Anesthesia

        □ Specialists

        □ X-ray

        □ Primary Care

□ Life Insurance

        □ Premium payments

        □ Policy amounts

□ Property tax payments

        □ House

        □ Vehicles

□ Bank Accounts

        □ Interest Income Statements

        □ Checking

                □ Interest accrued

                □ Copy of December last year Statement

                □ Copy of January following year Statement

        □ Savings

                □ Interest accrued

                □ Copy of December tax year Statement

                □ Copy of January current year Statement

        □ Credit Cards

                □ Interest charges paid

                □ Copy of December tax  year Statement

                □ Copy of January current year Statement

□ IRA Statements

□ Investment Statements

□ Labeled manila envelopes

        □ Tax year bank records

        □ Tax year credit card statements

        □ Medical payment

        □ Prescription payments

        □ Summary Sheet in binder

Note: Unsubscribe to magazines you no longer want to keep. Donate unused portions of subscription to library or senior center or friend. Short term, drop them off. Long term--change destination/mailing address.