Join Date: Mar 2004
Location: Looking forward to the future
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Another thing I do, at the end of the year, is pull out all statements of benefits from our health insurance company (and the doctor bills that go with them) and file them in a banker's box in the basement. They need to be kept indefinitely, but they don't need to be at my fingertips. They're out of the way but I can get my hands on them if the need should ever arise. I do the same thing with older tax returns.
Tell me about this. Why would you need them again? Is it a way to keep medical records for yourself, too? Or do you have insurance coming back to you saying you owe them money? I keep medical statements/bills, but not the stuff from insurance. Our company sends SO much (imo) unnecessary paperwork.
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