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Printable Checklists
Print simple preparedness checklists for kits, plans, documents, and hazards.
Printable checklist
Insurance Document Checklist
A calm starter list for organizing policy and claim information before a disruption.
Policy Information
- Current declarations pages for each policy.
- Full policy documents and endorsements.
- Insurer, agent, and claim phone numbers.
- Policy numbers and named insured information.
- Mortgage, lease, landlord, property manager, or lender contact details.
- Deductible notes and coverage questions to ask before a loss.
- Flood, wind, earthquake, renter, auto, health, and umbrella policy details if applicable.
- Proof of residence or ownership documents.
Claim Records
- Claim numbers and adjuster contacts.
- Dates and summaries of insurer conversations.
- Photos, notes, estimates, and repair records.
- Receipts for temporary needs or protective actions.
- Names of contractors, inspectors, mitigation vendors, or public officials you speak with.
- Copies of emails, letters, app messages, and claim portal uploads.
- A log of damaged, cleaned, discarded, repaired, or replaced items.
- A safe folder for payments, deductibles, invoices, and reimbursements.
Storage and Review
- Store digital copies in a protected account and paper copies in a portable folder.
- Share access instructions with a trusted household member where appropriate.
- Review policy contact information once a year or after a move, renovation, or major purchase.
- Ask your insurer or agent before assuming what a policy covers.
Reviewed 2026-06-28. This checklist is educational only. It does not guarantee coverage, safety, reimbursement, or recovery. Read your policy and contact your insurer, licensed professionals, local officials, or other qualified sources for guidance specific to your situation.
Preparedness lists
Checklist library
Emergency Kit ChecklistGather practical household supplies you can build, use, and rotate over time.
Hurricane Preparedness ChecklistReview alerts, evacuation planning, outage supplies, documents, and return-home caution.
Flood Preparedness ChecklistOrganize alert sources, document protection, low-area awareness, and travel caution.
Wildfire Readiness ChecklistPrepare alert sources, go-bag items, pet needs, documents, and evacuation communication.
Winter Storm ChecklistPlan for cold, ice, travel disruption, outages, safe warmth, and household check-ins.
Power Outage ChecklistKeep lighting, communication, food safety, medical-device planning, and utility updates organized.
Heat Wave ChecklistCreate cooling plans, hydration routines, check-ins, pet plans, and public health source notes.
Family Communication Plan ChecklistWrite contact numbers, meeting places, alert sources, roles, and support needs in one place.
Pet Preparedness ChecklistKeep pet food, water, carriers, records, medication notes, and shelter planning together.Insurance Document ChecklistA calm starter list for organizing policy and claim information before a disruption.
Home Inventory Starter ChecklistA practical room-by-room checklist for documenting belongings without making it overwhelming.
Important Documents ChecklistA household document checklist for preparedness, evacuation, insurance review, and recovery conversations.
Go-Bag ChecklistPrepare a portable set of essentials for evacuation notices or quick household movement.
Shelter-in-Place ChecklistOrganize practical supplies and official information sources for staying put when advised.
Morgan Hale
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