After taking a break last week to request our credit reports, it is time to begin another category in our document organization.
Working through our insurance paperwork in Box 2, we have completed the first two categories: Personal Insurance Documents and Life Insurance.
The third category housed in one file opening is major medical insurance. Located within this file slot of my box are the following documents:
- Summary page
- Identification cards
- Benefits Guide
- Correspondence
Summary Page
Like every other file opening in my insurance box, I keep a copy of the summary page at the front of this file. This page holds the contact information, account numbers, and instructions for filing claims.
Identification Cards
After the summary page, I keep these documents paper clipped together:
- Copies of the front and back of our major medical identification cards
- Paperwork sent with the identification cards
- Website information with my username and passwords
I carry my insurance card with me, but the copies stay in this file. Should my purse get stolen or lost, I will get this information and contact the insurance company to report the problem and ask for new cards.
If you carry major medical insurance or discount medical cards, then consider putting these documents in a safe place. You never know when you might need to contact the company or request new cards. Happy organizing!
Question: Does your insurance company still use your social security number as identification?