Important Documents
- Caregiver Resources
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Important Documents for Caregivers
Legal identification documents
- Social Security cards
- Birth certificates
- Adoption papers
- Marriage licenses
- Passports
Tax documents
- Tax returns
- W-2s and 1099 forms
- Any tax-related forms, receipts, and records
Property records
- Vehicle registration and titles
- Mortgage statements, deeds, and bills of sale
- Insurance policies (home, auto, personal property, etc.)
Medical records
- Wills, Powers of Attorney, or Living Will
- Medical bills
- Burial instructions
- Health insurance policies
Finance records
- Pay stubs
- Canceled checks
- Disability or unemployment records
- Retirement/pension plan records
- Investment statements
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