If you are following my document organization series and keeping up, then you are over halfway done organizing your insurance documents. Congratulations!
Thus far in Box 2, we have our personal, life, major medical, tax-favored programs, and prescription insurance documents.
With a total of nine categories in this box, today begins category six – dental and vision insurance.
Dental & Vision Insurance
- Dental insurance documents
- Vision insurance documents
Dental Insurance Documents
Summary Page
The first item in this eighth file opening is my handy-dandy summary page. (The handy-dandy comment comes from watching Blue’s Clues with my toddler. :-)) My summary page includes the benefits administrator’s contact information along with our policy numbers and insurance provider contact information. For more details on my summary page, I dedicated this post with an explanation.
Dental Insurance Documents
The details of our dental insurance coverage are in our insurance benefits guide housed in our major medical category. However, I have a couple other items that I keep within this file opening.
1. Copies of the front and back of our dental insurance cards, and
2. Correspondence from dental provider about activation, claim processing, and contact information.
These pages are paper clipped together and placed behind the summary page.
In using time wisely, I gathered these documents and keep them in this eighth file opening. When I question a claim or need to contact the company, I come to this file opening and quickly gain that information which saves me energy and time. Keep up the great work as you continue organizing your important documents. Happy organizing!
Question: Is your dental care insurance joint with your major medical insurance?