Individual Record Retention

Permanent

• Stock/ mutual funds purchases (until sold)
• House records: canceled checks for purchase, major improvements and maintenance (until sold)
• Birth, marriage and death certificates
• Medical records
• Wills
• Forms W-2 received Trust agreements
• Detailed list of financial assets held
• Alimony, custody or prenuptial papers
• Military papers
• Photos or videotape of valuables

6 Years

• Tax return copies (after filing)
• Casualty/theft loss documentation
• Tax related canceled checks
• Medical bills (after payment)
• Forms 1099 received (after receipt)
• Keogh statements/IRA records, deductible & nondeductible (after termination)
• Loan records (after loan payoff)
• Insurance policies (after expiration)
• Major purchase canceled checks and receipts
• Year-end brokerage statements (after securities deposit)
• Stock/mutual funds purchases (after sale)
• Certificate of deposit statements (after maturity)
• Schedule K-l’s (after disposition)
• House records: canceled checks for purchase, major improvements and maintenance (after sale)

1 Year

• Canceled checks