Personal Financials
EASY TO FIND FINANCIALS
While you can usually access your personal financial information online, hard copies or notes about your accounts can be helpful in an emergency or when online access is impossible. You need to update this section at least once a year.
FILE HERE:
- Financial account information: bank, credit union, brokers and other investments (401k, IRA, TSP, etc.)
- Include account numbers and name of the institution
- Most recent end-of-year statements
- Account beneficiary information
- Leave and earning statement (LES)/Paystub
- Tax Returns – State/Federal (most recent)
- Social security disability insurance
- Savings bonds or electronic bond information
- Safe-deposit box information
- Location of usernames and passwords*
FINANCIAL EDUCATION RESOURCES:
BBB Military Line
Defense Finance & Accounting Service – mypay
DoD Financial Readiness – Facebook page
FDIC MoneySmart
Hands on Banking – Military
National Foundation for Credit Counseling – NFCC
MilCents
MilitarySaves.org
SaveandInvest.org
USAA Educational Foundation
