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Welcome to the Senior Resource Connect blog. You can visit the blog each Wednesday at 10am for the latest information about aging, caregiving, COVID, and local resources.

Avoid the Paperwork Quicksand: Getting Organized for Organize Your Files Week

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Did you know that the third week of April is Organize Your Files Week? April is also Records and Information Management Month, so there’s no excuse for not getting on top of your paperwork!  

 

Getting your files together 

  • Step one is collecting all of your (or your loved one’s) paperwork in one place. Try to let go of any judgement about the state of your paperwork- that’s why we’re doing this! 
  • Create piles: 
    • What needs your immediate attention? 
    • What needs to be saved? 
    • What can be tossed? 
    • What needs to be shredded? 
Pie chart with four sections, each with a stage of the information lifecycle (right to left: Use It, Secure It, Organize It, Delete It)
The Information Lifecycle (Source: www.arma.org/resource/resmgr/images/rimmonth/rim2023_resources3.jpg)

 

Saving and filing your documents 

  • There are pros and cons to each storage system. 
  • What system works best for you? 
    • Binders (e.g., home binder with information about repairs and insurance; caregiving binder with financial information, etc.).
    • Filing cabinet with different folders (e.g., a folder for each person in the household, a folder for paperwork related to the house, a folder for warranties, etc.).  
    • Using your bank’s safety deposit box (some credit unions don’t offer safety deposit boxes, so make sure this is an option if you’re interested!).
    • Storing important documents in a fireproof safe or box (note: this can be an expensive option, and very heavy!). 
    • Scanning documents into an online platform like Evernote (note: you’ll still need to keep original copies of important documents like your birth certificate and social security card, so you won’t be able to digitize them).  

 

Backing up documents electronically  

 

Recycling documents 

 

Getting rid of files safely 

  • Shred anything that has your personal information (name, social security number, birthday, etc.).  
  • In a pinch, cutting up sensitive papers and credit card offers with scissors is better than nothing. 
  • Don’t have a shredder at home? Find shredding services near you: 
    • Keep an eye out for free community shred days put on by your city or township (you usually have to be a resident of that city/township to participate).  
      • Horizons Planning Corporation is having a community shred day on Monday April 22nd (3-6pm). Call (734) 761-3155 for more information.
    • Check your local library to see if they have a shredding day coming up. 
    • Corrigan Record Storage offers free community shredding on the first Saturday of each month between 9 am and Noon (located in Ann Arbor).  
    • Fedex offers paper shredding ($1.49 per lb. Has some limits, visit website for more information).  
    • Office Depot offers paper shredding ($.99 per pound for in-store shredding, usually have coupons on their website).  
    • Recycle Ann Arbor offers paper shredding (price varies by amount).  
    • The UPS Store offers paper shredding (price varies by weight, located in Ypsilanti).  

 

Preventing paper clutter 

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