What To Shred, What To Keep.

Decide what to keep and what to shred. It’s a great way to protect your info and tidy up that messy filing cabinet!

What to Keep

There are some documents that establish your identity or show ownership of private property that should be kept at all times. These documents should be kept and stored in a secure place as they are very difficult to replace.

  • Birth and death certificates
  • College transcripts and diplomas
  • Social Security card
  • Passport
  • Marriage license
  • Vehicle titles
  • Divorce decree
  • Business license
  • Home deed
  • Pension planning documents
  • Estate planning documents
  • Trust
  • Will, living wills, power of attorney

The following items should be kept until the transaction has been cleared:

  • Bank and investing statements
  • Cancelled personal checks
  • Credit card statements
  • General receipts with no tax or warranty implications
  • Pay stubs

What to Shred.

In general, you should shred all mail and paperwork that includes any of your personal or financial information once the transaction has been cleared.

  • Utility bills
  • ATM receipts
  • Bank statements
  • Credit card statements
  • Voided checks
  • Employee pay stubs and records
  • Copies of your birth certificate
  • Legal and insurance documents
  • Expired passports
  • Resumes
  • Used airline tickets
  • Signed contracts

Once a year, you should shred your health, car and homeowners insurance documentations once you receive the new documents as those policies are renewed on an annual basis.

COMMUNITY SHRED EVENTS

Confidential Cleanup.

Come out for our neighborhood shred events on select Fall Saturdays, where you can safely dispose of your confidential papers and get expert advice from our TruTech team. We’ll be on hand to help you with everything from downloading the TruStone app to setting up automatic alerts and more!

LET'S GO

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Sharing our knowledge is yet another way TruStone benefits our members. So go ahead, enrich yourself in our Financial Education Program today.

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This blog article is intended to provide you with a general understanding of the subject matter. It is not intended to provide legal, accounting, or other professional advice and should not be relied on as such. Information may have changed since the publication date.