Group photo
Author:
GINIEMIE's Photo GINIEMIE SparkPoints: (158,592)
Fitness Minutes: (163,804)
Posts: 3,176
6/19/14 9:45 A

My SparkPage
Send Private Message
Reply
Oh, I'm finding your input so helpful. I went to the site and printed some of the info. I'm obliged to keep track of my son's finances as I have been assigned by the court as his custodial guardian. I have to make annual reports to SSI, the judge and of course the IRS. I'm not an organized person, so my financial advisers assistant recommanded scanning and electronically keeping my paper work so I'm about to get a new scanner that works with my laptop. I have a seagate external drive for back up too. I'm learning to do this electronically-I can barely cope with the paper work as paperwork!
emoticon emoticon
emoticon emoticon emoticon

There are only two ways to live your life. One is as though nothing is a miracle. The other is as though everything is. (Albert Einstein)




 current weight: 182.5 
186
174.5
163
151.5
140
MIAMIRN's Photo MIAMIRN Posts: 2,275
6/9/14 3:38 P

My SparkPage
Send Private Message
Reply
Thanks guys for your help, keep the ideas coming!

I have a ton of Medicare paperwork for both my son and myself. I wonder how I will organize this. What do you do with your medical paperwork when it's complex? I have several types of letter that I get from Medicare. One is a review of meds, another is a review of doctor visits and treatments. I also get letters from Social Security in abundance. So far I've put them in order of date, but I'd like to have them available to cross reference with the Medicare files and I'm not sure how.

I've decided to use a very long open file box with hanging file folders for my medical papers. I have years of them. You never know when Medicare or Social security is going to mess up or I will need to go back years to find something for them. Social Security and Medicare is a little disorganized and it's happened to me before, otherwise I would throw them out. I have papers from 2003. Ugh!

I have large zippered notebooks for school stuff. I'm thnking about using them for social security letters. (?) Education papers for my grandson. I have lots.I'm very involved in his education in terms of advocacy.

Now that I'm writing this out, it doesn't seem so overwhelming. I found a good list on this government site:

publications.usa.gov/epublications/k
ee
precords/keeprecords.htm


Does anyone want to add or edit this list? I would appreciate your input! emoticon

Thanks so much!

emoticon emoticon

My name is Elona and I am a FIRECRACKER! (5% Fall Challenge)
I am in Miami, Florida EST (alternatively, I live in Calamba, Philippines, GMT+8)
Love life! Never, never give up! Never give in, never give in, never; never; never; never give in nothing, great or small, large or petty. Never give in except to convictions of honor and good sense.- Winston Churchill When you have a lemon, make lemonade!
www.sparkpeople.com/myspark/groups_i
ndividual.asp?gid=70180


 current weight: 25.5 
186
145.875
105.75
65.625
25.5
ELLIEJOSIE's Photo ELLIEJOSIE SparkPoints: (240,666)
Fitness Minutes: (104,113)
Posts: 1,055
6/9/14 7:59 A

My SparkPage
Send Private Message
Reply
For bills to pay: I pay them when the arrive unless there is an issue to resolve, then file them in alpha folders on my desk. Anything for next years tax forms goes in a separate folder labeled tax forms. After I've done the taxes, they get tossed or filed with the tax forms/filings in a file cabinet, labeled "tax filing 2014". For warranties, I use a banker's box and sort them out once a year. For education, doctor, IEP and guardian paperwork for my brother, I have plastic expanding folders with labels that are A-Z; I re-label them but keep one with current paperwork and one with prior year's filings and certifications, etc., which when I am sure I don't need to take them to meetings and doctor visits, get filed permanently in a file cabinet. I have one journal that I use for every person's doc visits (including my brother's), with just a date, note of the visit/doc, and outcome - not much detail but enough for me to locate that paperwork in the expanding folder if needed. For health concerns I have a folder with my name (or a family's name), and in that goes test results, scripts, and all that "stuff" you get when you go to the docs. That stays on my desk until the end of the year, then gets filed.

VENISEW1's Photo VENISEW1 Posts: 8,272
6/8/14 6:58 P

My SparkPage
Send Private Message
Reply
Not sure if this helps but I can suggest how I use a safe for titles and legal documents. Alphabetical hanging folders in a metal file cabinet for paid bill records in top drawer purged at least once/year and manufacturer warranties in the bottom. I leave any unpaid bills on my desk so they are to be done ASAP and everything else in labeled folders in banker boxes to be done when time permits. Anyone else have suggestions?

Leader of Moms and Dads At Home
http://www.sparkpeople.com/myspark/groups_
individual.asp?gid=90

Team Leader of Southeastern, MA
http://www.sparkpeople.com/myspark/groups_
individual.asp?gid=28570


 current weight: 168.3 
174
167.5
161
154.5
148
KARYNLYNN17's Photo KARYNLYNN17 Posts: 192
6/8/14 6:40 P

My SparkPage
Send Private Message
Reply
I googled "home record retention" and found several helpful sites. The following one is a publication by the federal government - http://publications.usa.gov/epublications/
keeprecords/keeprecords.htm

A better site (the one I will use) provided a chart that shows a retention plan, but is by New York government and I do not know if New York has different requirements or not.

 Pounds lost: 15.0 
0
10.75
21.5
32.25
43
MIAMIRN's Photo MIAMIRN Posts: 2,275
6/8/14 5:48 P

My SparkPage
Send Private Message
Reply
Looking for a lost folder, I decided to pile all my "loads of papers" in a box. Now, I have no idea how to file them! I must have hundreds of papers. I threw away a truckload of papers, though. That is a good thing. Does anyone have a link or a system they use to file home paperwork? I could sure use some tips. I have notebooks for special things and I have a very long filing drawer. I have file boxes, too. I just haven't figured out what to put where. My main catagories are:

Medical reports ad disks
Medical bills old and new
Medical cross reference reports for billing purposes. Medicare

Cell phone records old How long do I keep them?
Utility bills.
Legal papers, court files old.
Legal papers that I might use at a moments notice

My car titles
Bills from transportation.

Bank stuff

My grandson's school IEP files (He's disabled and I have power of attorney for education)
Important information about his school, school records.

Old bills not paid. I have one from a vet and one from a doctor.

Exercise forms and how-to's.
Physical Therapy instructionals.

Taxes. How many years back do I need to save
IRS
Real Estate

I have to go now. I'll add and edit later,,

Thanks!

My name is Elona and I am a FIRECRACKER! (5% Fall Challenge)
I am in Miami, Florida EST (alternatively, I live in Calamba, Philippines, GMT+8)
Love life! Never, never give up! Never give in, never give in, never; never; never; never give in nothing, great or small, large or petty. Never give in except to convictions of honor and good sense.- Winston Churchill When you have a lemon, make lemonade!
www.sparkpeople.com/myspark/groups_i
ndividual.asp?gid=70180


 current weight: 25.5 
186
145.875
105.75
65.625
25.5
Page: 1 of (1)  

Report Innappropriate Post

Other Organized Life and Time Management General Team Discussion Forum Posts




Thread URL: https://www.sparkpeople.com/myspark/team_messageboard_thread.asp?board=0x4578x58152660

Review our Community Guidelines