Questions tagged [documents]
23 questions
19
votes
4 answers
Where should I put my will so that it can be easily found when the time comes?
This has been puzzling me for a while. What is the best place to keep a last will and testament so that it can easily be found and executed obviously without any help from me?
I've seen a lot of people suggest safety deposit boxes, but I've also…
JohnFx
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18
votes
10 answers
Who uses safe deposit boxes?
What items would an average person keep in a safe deposit box? Sounds like most of the documents (passports, birth certificates) can be restored.
Vitalik
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10
votes
2 answers
What do I need to bring to the bank when applying for a loan?
What do I need to bring to the bank when applying for a loan? Should I bring pay stubs or other evidence of financial stability? What will help my chances of being approved?
C. Ross
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9
votes
1 answer
ITIN application rejected, and IRS lost one of our passports. How to get back the lost passport?
I have filed my 2012 tax return jointly with my wife, along with my wife's ITIN application, back in late March.
In April, I got a letter for IRS ITIN department saying that we should send my wife's original passport to them. So we sent my wife's…
IRS_lost_our_passport
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8
votes
7 answers
Are file attachments in email safe for transferring financial documents?
What kind of risks are involved sharing financial statements, tax returns, check stubs, and things like that over email?
I imagine if a financial institution receiving documents over some secure file upload server got their back-end hacked they…
jxramos
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6
votes
1 answer
What documentation will I need to apply for a mortgage?
I'd like to get things in order so the application process can be quick, so I thought I'd scan a bunch of documents beforehand. What will I need?
Michael Pryor
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5
votes
1 answer
Any banks in Hong Kong offer credit cards to non-HK residents?
Any way to get a credit card in HK without holding a HK ID card?
Are there any local regulations preventing banks from offering that, or do the banks simply not want to bother? I tried HSBC and was rejected for that reason.
ibz
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5
votes
2 answers
Which date to record for a transaction?
I need to record a transaction in a journal.
If I take the date of the paper receipt, this might be different to the date on my bank statement.
Which one should I use? Should I use one, and then record the other in some notes?
In general, if you…
cammil
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5
votes
1 answer
missing term life insurance policy papers
We are missing term life insurance policies, but making yearly payments. In case a something wrong happens? Will the policy number alone will be sufficient to make a claim ?
I also see there are companies who are holding payments.
puzzled
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5
votes
1 answer
By when must an employer send out final payroll tax documents (T4) for a deceased person in Canada?
My wife died in April, 2011, and I am the administrator of her estate.
She worked until the day she died. I have had to submit a tax return for 2010 and will have to do so again for 2011. The procedure is described at…
ChrisInEdmonton
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4
votes
2 answers
Can I attach documents when e-filing for free?
The IRS website tells me that I can file my tax forms electronically at https://www.freefilefillableforms.com/. However, I think I will need to attach some additional documents in order to complete my tax filing. Is there a way to do this?
capet
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3
votes
2 answers
Proof of address for bank account for UK spouse of Tier 2 work visa
My colleague has a Tier 2 visa to work at our company here in the UK (probably for the next 5 years). He and his family are from Indonesia. Bills are all in his name, but his wife is not being allowed to open a bank account as she is unable to show…
goofballLogic
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3
votes
1 answer
What to do with documents from a closed bank account?
Is there any danger in throwing away bank documents including personal information from a bank I no longer have an account with? To be more specific, I am moving from the UK to the US and have in my possession a bank draft from my UK bank which I…
Mikhail
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3
votes
2 answers
ETF asterisk clause meaning
I'm choosing an ETF, and reading this KII document, I'm not sure what this sentence means.
Can anybody expand this language with an example?
Is this typical for an ETF?
To the extent the Fund undertakes securities lending to reduce costs,
the…
sscarduzio
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2
votes
1 answer
"Copy" rubberstamp for submitted copies
Is it acceptable (to banks, service providers, etc) if I submit copies of documents* with the word "Copy" rubberstamped on it? I'm thinking of getting a stamp with the word COPY and a blank where I can write recipient, date and purpose.
*Most…
kabZX
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