| OHCC LIVING | FEBRUARY 2024 | 9
Show your important documents some love for Valentine's Day!
• When was the last time you reviewed your documents?
• Do you have them stored in one place or several places?
• Does your family, attorney, and/or executor know where these
documents are stored?
In a recent article in the AARP Bulletin, they recommend
establishing three categories:
Tier 1 – Essential Life Documents - these require top-level care
• Social Security Card
• Passport
• Will/Trust
• Healthcare proxy and/or directive
• Birth Certificate
• Marriage Certificate
• Car title (pink slip)
• Home Deed
• Divorce papers
Tier 2 – Important References - stored for ease of access
• 401(k) or IRA statements
• Life Insurance policies
• Tax returns (3-7 years) both federal and state
Tier 3 – Quick Access – should be carried with you
• Driver's license or other state-issued ID
• Health Insurance
The article recommends storing essential life documents in a
fireproof safe or a bank safe-deposit box. It also spoke about backing
up your documents electronically either by scanning them or taking
a picture of them.
One thing that I felt was missing in this article was a list of your
medical conditions and medications. Personally, I would categorize
this as Tier 3 – Quick Access documents.
SERT suggests that everyone download SMART911.com to your
computer and the APP to your cellular device. In an emergency
responders will be able to access your medical records and by the
time you or your loved one arrives they will be in a much better
position to treat the patient. You never know when you will need your
medical information.
The SERT Club is an organization dedicated to promoting safety
within OHCC. If you are a member thank you for your support. If
you are not a member, I urge you to join. For more information, visit
the SERT Club website at www.tinyurl.com/ohccsert
Please stay safe and have a Happy Valentine's Day!
Important Documents
Tom Porter, President
