Document Hunt Checklist

Start with the home office or desk: look for bank passbooks, FD receipts, insurance policies, property papers, and locker keys. Check almirah shelves, file cabinets, and desk drawers.

Move to the bedroom: check safes, under mattresses, behind photo frames, and inside old books. Many Indians keep important documents in unexpected places.

Digital documents: check email for bank statements, insurance renewal notices, mutual fund statements, and tax documents. Search for 'statement', 'policy', 'receipt', and 'renewal' in the inbox.

Contact former employers for provident fund details, gratuity, and pension documents. Check the EPFO portal with the UAN number if available.

Create a master list: for each document found, note the institution name, account/policy number, nominee details, and location of the original document. Enter everything into Sort My Legacy's Financial Inventory for safekeeping.