Items to Keep Temporarily
WillStore the original signed copy with the probate division of a circuit court or in a safe deposit box that is jointly rented. Keep a copy in your home file. Keep it only as long as it is in effect.
Passports
Store in home storage or safe deposit box until they are replaced.
Burial Lot Deed
Store in a safe deposit box for the duration of your ownership.
Motor Vehicle Titles, Purchase Receipts, and Licenses
Store in a safe Deposit box for the duration of your ownership.
Records of Auto Service and Repair
Store in your home file for the duration of your ownership.
Auto Insurance Card and Registration
Store in your vehicle. Some keep copies in home file. Keep only the current cards and registration.
Stocks, Bonds, and Other Securities
Store in a safe deposit box with a listing in your valuable papers inventory. Keep for the duration of your ownership plus up to six years if it is needed for tax purposes.
Bank Accounts, Account of Ownership Registers, and Statements
Store in your home file for the duration of ownership. You may need to store them longer if necessary for tax purposes, frequently up to six years.
Cancelled Checks
Store in your home file if they are non-tax deductible spending. Keep for a minimum of three years.
Savings Certificates
Store in a safe deposit box and listed in your valuable papers inventory in the home file. Keep for the duration of your ownership or longer if needed for tax purposes, frequently six years.
List of Credit, ATM and Debit cards, Credit Contracts, Records of Credit Payments, and Account Statements
Store in the home file for the duration of the account. Store longer if needed for tax purposes, frequently six years minimum.
Receipts and Records of Deductible Expenses, Income, and Tax Payments
Store the current year's records in your home file. Put others in fireproof home storage after filing your taxes. Keep for a minimum of six years.
