Document Lifespan

Understanding how long to keep documents and sensitive information can be as tricky as figuring out the best spot to store and organize them. Here’s a guide to understanding the recommended lifespan of financial records and sensitive information: Watch Video>>

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Keep Forever

  • Birth Certificates & Death Certificates
  • Social Security Cards
  • Citizenship Papers
  • Adoption Papers
  • Marriage Certificates or Divorce Decrees
  • Retirement/Savings Plan Statements

 

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The 7 Year Rule

  • Tax-Related Documents 
  • W-2s
  • Home Records (Improvements, Sale, Purchase) 

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Shred within 1 Year

  • Bank Statements
  • Paid Medical Bills 

Shred after 60 Days

  • Checks Deposited through Mobile Apps

Shred after 30 Days

  • Pay Stubs
  • ATM Deposit Receipts
  • Utility &Phone bills