Financial Plan

Downloadable Checklist!
Important Records

If you need to leave quickly in the event of a disaster, having important documents, or copies of documents, in your READY kit will make recovery easier.

Types of information/documents you’ll want to gather include:

• Bank accounts
• Investment accounts
• Insurance policies
• Homeowner’s insurance policies
• Social security numbers

Put documents in a portable, fire-resistant, waterproof box that you keep nearby at all times. You might also want to keep irreplaceable keepsakes and photographs in this box. Consider sending copies of vital records to an out-of-town friend or relative.

Maintain a written and photographic inventory of your possessions (property interior and exterior, vehicles, contents of garage, closets and attic), including model and serial numbers, so you can estimate the value of your property for insurance or tax purposes if it is damaged or destroyed.

“Financial Planning: A Guide for Disaster Preparedness” is a website for citizens that has been developed by the American Institute of Certified Public Accountants (AICPA), the AICPA Foundation, the American Red Cross and the National Endowment for Financial Education (NEFE).

Download a copy of  “Disaster Recovery: A Guide to Financial Issues” which will provide additional information about how to prepare financially for disasters.