As Storm Approaches, Protect Tax Records & Financial Documents
With tropical storm warnings in effect for parts of the state, the
"A few simple steps can help to minimize hardship and confusion in the aftermath of a storm," Secretary of Revenue
Keep documents secure
Paper records are especially vulnerable to water damage. Protect these documents by placing them in airtight plastic containers or zip closure bags, and moving them out of harm's way.
Use paperless media
Bank statements and other financial documents are available as electronic records from your financial institution. Preserve these records by saving them to portable memory drives or burning them to CDs. Store them in airtight containers.
Scan important records such as such as tax returns, W-2s and payroll records into an electronic format. Many commercially available home printers include scanning features.
Web-based email services such as Google's Gmail and
Document valuables and business equipment
Compile a room-by-room list of your belongings or business equipment. Photograph or videotape the contents of your home or business, especially items of high value. Having a visual record of your valuables can provide proof for an insurance claim. It can also help to verify a loss claim on state and federal tax returns.
In case of a disaster, the
Get a Game Plan
If you have to leave your home to escape severe weather, the
* Driver's license or personal identification
*
* Proof of residence (deed or lease)
* Insurance policies
* Birth and marriage certificates
* Stocks, bonds and other negotiable certificates
* Wills, deeds, and copies of recent tax returns
Visit www.getagameplan.org for more information.
Sen. McConnell on Obamacare: We Have to Act
Cuts to Insurance Duties a Win for NSW Small Businesses
Advisor News
Annuity News
Health/Employee Benefits News
Life Insurance News