FILING SYSTEM FEATURES

• 80 pre-labeled folders and 44 additional different preprinted labels (see listing below)
• 10 unlabeled folders and 22 blank labels
• quick reference guide
• requires 2 drawers, boxes, or containers of your choice or 1 long file drawer
• can be used with hanging files (takes 100 hanging files for complete system)
• file folders are pre-labeled and color-coded
• collated alphabetically with intuitive categories
• ready to be placed in a file rack, box, or hanging file folders in a drawer
• uniquely designed to allow titles to sit above top edge of hanging file folder
• eliminates the need for plastic tabs and making inserts
• diecut design with a different inside and outside color
• makes them reversible for more flexibility

GETTING STARTED

• don't start with an old overwhelming pile of papers you've been ignoring
• start where you are with any new papers that have just come in the mail
• open everything and if it's junk, toss it right now
• use your resource guide if you aren't sure where to file something
• place the most recent bill or document in the front of the folder
• that way your files are organized chronologically, front to back
• open your mail at your desk where your files are located
• set a regular time each day to "file and toss"
• or make a weekly date with your files

IN AND OUT BOX (purple / dark green)

• bills due by the 15th
• bills due by the 30th
• correspondence / emails
• coupons and gift certificates
• addresses and greeting card list
• to do tasks

FINANCIAL (dark green / purple)

• bank and savings account statements
• credit card statements

HEALTH (yellow / red)

• dental records
• medical records
• vision records

INSURANCE POLICIES (blue / orange)

• automobile
• boat and RV
• dental and vision
• health
• homeowners
• life
• medicare

INSURANCE STATEMENTS (blue / orange)

• automobile
• health
• homeowners
• life
• medical claims forms
• medicare / social security

INVESTMENTS (light green / orange)

• annuity policies
• mutual fund information
• real estate investments
• retirement account information

INVESTMENT STATEMENTS (light green / orange)

• annuity statements
• investment account statements
• mutual fund statements
• retirement account statements

LEGAL DOCUMENTS (turquoise / pink)

• birth and death certificates
• diplomas, certificates, and licenses
• divorce documents
• education records
• employment records
• home ownership and deed of trust
• living will / directive to physicians
• marriage license and certificate
• mortgage papers
• passports
• resumes
• social security information
• wills, trusts, and power of attorney documents

TAX-RELATED (orange / light green)

• automobile expenses
• business expense receipts
• donations and charitable contributions
• home improvement receipts
• income tax payments
• legal and accounting statements
• medical expense receipts
• mortgage statements
• payroll and income statements
• previous tax years
• property tax statements
• school and childcare expenses

VEHICLES (orange / purple)

• automobile titles
• other vehicle titles
• purchase receipts
• service and repair history

VITAL INFORMATION (pink / turquoise)

• emergency preparedness checklist
• family advisors
• household inventory
• important contact information
• list of doctors and medication
• list of financial account numbers
• passwords and codes
• safe deposit box contents

WARRANTIES (dark green / purple)

• electronics
• household items
• personal property
• yard and garage

EXTRA PRE-PRINTED LABELS

• adoption or naturalization papers
• associations
• babysitter checklist
• burial lot deed
• business insurance policy
• business insurance statements
• cancelled checks
• charities
• child support information
• church / synagogue information
• computer
• credit reports
• day care
• death certificate
• disability insurance statements
• disability policy
• entertaining
• financial plans
• food / wine
• gardening
• genealogy
• health and fitness
• hobbies
• home equity statements
• investments confirmations
• keepsakes
• long-term care insurance
• military discharge papers
• mortgage insurance
• moving information
• parent's information
• partnership agreements
• pets
• power of attorney
• savings certificates
• savings passbook
• second mortgage papers
• second mortgage statements
• sports
• subscriptions
• travel / vacation
• umbrella policy
• umbrella statements
• utilities