WHAT TO SHRED

Always check with your attorney and/or accountant before shredding tax or legal papers.

 

In general, shred any old or outdated papers that are no longer useful and which bear personally-identifying information, as these could help identity thieves fraudulently gain access to your data. Such information and documents might include:

  • Account numbers on ATM receipts and deposit slips, bank statements, and utility bills
  • Addresses of prior residences
  • Applications for old loans or employment
  • Budgets
  • Credit reports and credit scores
  • Credit card pre-approval offers and convenience checks
  • Drivers license numbers
  • Employment information
  • Estimates for repairs or remodeling
  • Explanation of benefits forms from health insurance companies (once accounts are fully paid and no longer in question)
  • Expired warranties and Insurance Policies
  • Luggage tags
  • Passport numbers
  • Pay stubs older than a year
  • Prescriptions
  • Report cards
  • Signatures
  • Travel itineraries
  • Tax Returns older than three years

 

WHAT TO FILE & KEEP UNTIL RENEWED OR REPLACED

  • Appraisals of artwork, jewelry, and other luxury items
  • Certificates of birth, marriage, divorce, and death
  • Credit reports and scores (reflecting current status)
  • Documents regarding loans and mortgages, including paid-in-full statements
  • Insurance policies, statements and claims records
  • Power of Attorney documents
  • Records of military service, medical history, diplomas, and transcripts
  • Résumés
  • Social Security annual statements
  • Stock, bond and investment trade confirmations
  • Tax returns and associated financial documentation
  • Trust documents
  • Wills
  • Year-end summary statements for retirement and other investment accounts

Saturday, April 26th, from 9 am - Noon

You know that box of old bank statements & ancient tax returns that's been glaring at you from the corner of the garage for the last 5 years? Shred it!!! Roger Steiner from iheartwestseattle.com, along with Hans Illingworth from Cobalt Mortgage (www.hansillingworth.com) are pleased to be sponsoring this great community event at C&P. Bring all your old "sensitive documents" to the coffeeshop between 9-noon, and have them destroyed safely and securely by our on-site shredding truck, for free! Get some spring cleaning done while you have a cup of coffee. Roger will be on hand to answer any questions about the current real estate climate in West Seattle, set you up with a market analysis of your home, or answer any other real estate related questions you might have. Thinking about a re-fi or starting the loan process to become a homeowner? Hans will be on hand to help you get started. Hope to see you there!


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