Document Shredding Event and Holiday Open House on December 9, 2014
Announcing...a FIRST Financial Group Document Shredding Event
All FIRST Financial Group clients are invited to attend our 2014 Document Shredding Event and Holiday Open House on December 9, 2014 from 3:30 – 5PM. Please bring any documents you would like to dispose of and we will provide a professional shredding service. The shredding truck will arrive at 4PM. You can arrange to drop off the documents at our office prior to the event or join us on the 9th to enjoy our Holiday Open House.
What should you consider shredding?
To be safe, shred anything with your social security number, bank account number, credit card number or name and address. Shred new credit card offers and even old paid bills.
Below are some guidelines on what type of documents to keep and for how long:
|Document||How long to Keep|
|Bank Statements and pay stubs||1 year or for specific tax purpose|
|Home Purchase and Improvement Records||As long as you own the home and 6 years after you sell|
|Insurance Policies||As long as the policy is in force|
|Investment Statements||Keep the annual statements until you sell the investments|
|Loan Documents||Until you sell the item for which you took the loan|
|Real Estate Deeds||As long as you own the property|
|Tax Records||Keep for 7 years|
|Warranties||As long as you own the item|
|Social Security Statements||Keep the most recent statement|
|Wills, POAs, Health Care directives, etc.||Keep the most current version and shred any old versions|
|Medical Records and Bills||Keep for 1 year, in case of disputes|
Please give our office a call at 919-876-4926 or email firstname.lastname@example.org for additional information.