Personal and Family Records

Personal Finance April 11, 2008 Print Friendly and PDF
Father and Daughter

When changes occur, update your list of advisers, educational and employment records, and health and immunization records for yourself, family members, and pets.

Keep current insurance policies on file and review them for necessary or desirable changes, such as beneficiary designations.

Update educational records by getting a certified copy of all credits earned at any institution of higher learning.

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This work is supported by the USDA National Institute of Food and Agriculture, New Technologies for Ag Extension project.