Continuing in File Box 3 of our important documents, the first category holds our Social Security annual statement, identification card, and photocopy of our identification card.

If you are self-employed, then you want to save and file your self-insurance tax records.

Self-Insurance Tax Records

If you are self-employed and you pay health insurance premiums, then keep copies of checks or records of automatic bank transactions for each payment.

With the changing laws and health insurance premium deductions, these records will confirm your contributions at tax time.

In the event you are audited, you will need solid proof of each payment.

Weekly Project: Locate and file copies of your bank statements or checks for each health insurance premium payment.

If you are not self-employed, then take note of this information in case you become self-employed in the future.

Keeping records from the start will save you energy and time. But in using time wisely to gather these documents, you will save money, energy, and time in the event your company gets audited.

With your Social Security documents gathered, verified, and filed, your Social Security category is almost complete. Next week, we will complete this category.

As you continue organizing your important documents, you are saving future money, energy, and time while using time wisely. Happy organizing!

Question: Are you self-employed paying health insurance premiums?

In organizing our important documents, this Social Security correspondence post concludes the first category of File Box 3. 🙂

Along with our annual statement(s), identification card(s), photocopy of identification card(s), and photocopies of all checks paying self-insurance tax, the last set of documents is all Social Security correspondence.

Social Security Correspondence

When you enroll for benefits (disability, retirement, etc.), file a claim, make changes to your record, or contact the Administration, keep a record of your correspondence.

Though I have not needed these benefits for my family, I know more than a few families who receive Social Security checks.

Keeping pay stubs and correspondence noting benefit amounts will save you time and energy at tax time.

Weekly Project: File all Social Security correspondence.

If you have not contacted the Administration, then your file is complete. In filing all our Social Security documents, we need to celebrate. Enjoy the accomplishment of using time wisely.

If you are still working on organizing these documents, then don’t give up. Your efforts are not in vain. Go at your own pace, but keep moving forward. Happy organizing!

Question: What additional Social Security documents would you add to this category?