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Solutions for ALL Businesses

What Can Stay and What Should Go? A Guide to Document Shredding

5/18/2017

5 Comments

 
Shredding confidential information
You may have a large pile of documents sitting around, whether it’s in your office or personal documents at home. The pile keeps growing and you just haven’t gotten around to sorting through it. You know it deserves your attention, and that most of it should be shredded, but you’re not exactly sure what can stay and what should go. Here’s your guide to document shredding.

What You Should Keep Forever

There are certain documents that you should keep physical copies of forever:
  • Social security cards
  • Birth certificates
  • Death certificates
  • Marriage license
  • Business license
  • Mortgage documents
  • Vehicle titles
  • Passports
  • Wills, living wills and powers of attorney

You can scan all of the above documents and keep digital copies of them, but overall, if there’s a document that you think is important to keep, then do so. It’s better to be safe than sorry.

What You Should Keep for Now

It’s a good idea to keep the most recent version of the following documents:
  • Insurance policies
  • Retirement plan documents
  • Social security statements
  • Tax documents

Anything business related should be discussed with legal personnel before you decide to shred it. If you’re in the professional services industry and get audited regularly, you want to be sure you have all the documents that you’ll need to pass the audit.

Your next step is to organize all the files you are keeping in labeled folders and store them securely in boxes or cabinets. From there, you can decide what can be safely shredded, which should be the remainder of your pile. When you’re ready to shred, let us know so that you can properly dispose of your confidential information!
5 Comments
Jenna Hunter link
6/3/2019 08:14:04 pm

I like what you said about discussing shredding anything business related with legal personnel. My uncle runs a business that handles a lot of sensitive documents. It would be really helpful for him to be able to have a company to help him make sure that these documents get destroyed properly.

Reply
Randy Chorvack link
10/8/2019 02:54:13 pm

I think it's interesting that you said that you should keep your marriage license forever. It makes sense as to why you should, but I'm curious. What would happen if you destroyed it?

Reply
Shaylee Packer link
2/19/2020 08:03:10 am

You mention that tax documents should be kept for now. How long should you hold on to the tax document? I heard that three years is a good rule of thumb. Is there a different suggestion out there?

Reply
John Carston link
4/25/2022 08:52:22 pm

I like that you said that you could keep digital document copoes and you could scan all of them. My best friend mentioned to me yesterday that he and his business partner were looking for a reliable document shredding service for the sercured destruction of their confidential documents, and he asked if I had any idea what would be the best option to do. Thanks to this informative article, I’ll be sure to tell him that it will be much better if he consults a trusted document shredding service as they can help provide more information about the process.

Reply
R4 Services link
4/28/2022 01:16:13 pm

Thanks for the comment, John! We're happy to help with any document shredding services!

Reply



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