- Using Time Wisely - https://usingtimewisely.com -

Additional Items in Box 2 of our Important Documents

Insurance File - Box 2 of Important Documents [1]In completing file Box 2 [2], I mentioned in last week’s post [3] that I had a few extra documents tucked into the last pocket of my filing system.

The first and last pockets in my accordion file do not have a label holder, so I usually skip those slots when filing items.

However, the openings can hold items if needed, so I chose to place a few uncategorized documents in the last pocket for safe keeping.

Employer’s Bankruptcy Court Documents

After leaving being laid off from his previous employer (2006), my husband, Paul, began receiving legal notices of that company’s bankruptcy proceedings.

Though he was no longer an employee, Paul got these notices seeking to find all the company’s debts. As a previous employee, Paul got these notice. Even though the company fulfilled all its payments to us, we continued to receive the correspondence.

Since these notices did not pertain to any of our accounts or policies, I needed to assign a place to file this paperwork. With the last file opening of Box 2 [2] empty, I filed the documents in this slot near other paperwork from that employer.

Though the last correspondence was in 2010, I still keep the documents in the event the case enters the appeals process. By assigning a place for these documents, I know where to find them and can add more items if necessary.

This concludes the documents in Box 2 of my important documents [4]. As you organize your paperwork and assign spaces for your documents, I hope this sample of my filing system points you in the right direction.

Our situations are different and thus our documents and policies will differ. However, knowing what items you have and assigning a space for each category is the key to organizing your paperwork. This journey is a marathon, and we are two-thirds of the way to the finish line. Keep going!

Question: What odd documents do you have in your stash that do not fit within the “normal” categories?