- Keep a record of all bank and savings accounts.
- Record all stock certificates and be sure to cash all dividends received.
- Record all utility deposits, including telephone deposits.
- Respond in writing to any requests for confirmation of account balances with banks, stockbrokers and utility companies.
- Prepare a check list of all accounts to be notified when you change your address. Share this list with a family member or trusted advisor.
- Notify your bank, broker, credit card issuers, employer, 401K administrator, insurance contacts, mortgage lenders, doctors, attorney, accountant, investment accounts, and others of your name changes due to marriage, divorce or other legal action.
- Cash all checks promptly upon receipt.