Dental & Vision Insurance: Vision Documents

With many little categories in this insurance filing system, I hope you are making lots of headway on getting your paperwork organized.

Last week, I started the dental and vision insurance category with the dental documents, and today is the last post dedicated to this sixth category.

Vision Insurance Documents

The information about our vision coverage, eligibility, and cost resides in our 2012 Insurance Benefits Guide, housed in our major medical category. The documents held in this eighth file opening include:

1. Insurance cards (since I can print more cards by accessing our account via the Internet, I do not keep copies of these cards in the file.)

2. Savings summary from our provider

3. Provider’s privacy practices

4. Correspondence from provider confirming activation of coverage

Since all these items came together in one mailing, I stapled these documents together. Keeping these documents in the same opening as our dental documents, I placed them behind the paper clipped group of dental paperwork.

Some of these file openings contain a few pages, and I find having the sections separated and labeled saves time and energy when needing the information contained within. As changes or other documents reach our home, I only need a few minutes to file those documents into the filing system.

Taking time to get the paperwork organized saves you time and energy for the long haul. In using time wisely, keep working. You will be glad you did. Happy organizing!

Question: How is your organizational system coming along?

Dental & Vision Insurance: Dental Documents

If you are following my document organization series and keeping up, then you are over halfway done organizing your insurance documents. Congratulations!

Thus far in Box 2, we have our personal, life, major medical, tax-favored programs, and prescription insurance documents.

With a total of nine categories in this box, today begins category six – dental and vision insurance.

Dental & Vision Insurance

  • Dental insurance documents
  • Vision insurance documents

Dental Insurance Documents

Summary Page

The first item in this eighth file opening is my handy-dandy summary page. (The handy-dandy comment comes from watching Blue’s Clues with my toddler. :-)) My summary page includes the benefits administrator’s contact information along with our policy numbers and insurance provider contact information. For more details on my summary page, I dedicated this post with an explanation.

Dental Insurance Documents

The details of our dental insurance coverage are in our insurance benefits guide housed in our major medical category. However, I have a couple other items that I keep within this file opening.

1. Copies of the front and back of our dental insurance cards, and

2. Correspondence from dental provider about activation, claim processing, and contact information.

These pages are paper clipped together and placed behind the summary page.

In using time wisely, I gathered these documents and keep them in this eighth file opening. When I question a claim or need to contact the company, I come to this file opening and quickly gain that information which saves me energy and time. Keep up the great work as you continue organizing your important documents. Happy organizing!

Question: Is your dental care insurance joint with your major medical insurance?