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I was lucky, my Mom kept her bankstatements for 5 years. Then the caseworker only took 4 a year from that pile. I too keep 5 yrs back.
They take up no room at all. A simple manila envelope. Have them for my SINGLE credit card as well.
And boy, my bro was the MASTER of organization. What a gift that was.
Igloo's comment below shows just how onerous this can get!
Folks, do the kids a favor. Begin organizing files and instructions NOW.
I even have a fully decorated (with skeletons) Day of the DEAD book for my daughter and for my partner. Includes everything including how to shut down my FB account, which of my friends to notify, what the phone numbers are to cancel my pensions automatic deposits so accounts aren't frozen, and on and on.
If you don't have an online account, set one up. I set up an online account for my mom's checking account, and it made things so much easier.
Jan 2019 & Dec 2019 End of Month statements
Jan 2020 & Dec 2020 EOM
Jan 2021 & Dec 2021 EOM
Jan 2022 & Dec 2022 EOM
all of 2023, all of 2024 in including this month for every account. Medicaid will have basically last 15 months in detail.
fwiw for my mom she had CDs and TBills, so timed deposits. One item that was also required by Medicaid was an on bank letterhead done by bank officer letter as to the disposition on all timed deposits as to where they went to upon close out/non renewal. Took better part of a morning at the bank. So for example CD #98765 balance $5,432.00 expired 1/23/17 deposit into checking account # 6564 on 1/23/17 for $5432.00. All of hers went in full in to her drawing account, matching up completely. I am 100&1% convinced that if all the $ did not go in full to her checking account a she / I would have had to deal with transfer inquiry. Apparently close out on timed deposits often fall off the radar but the caseworker can follow it back due to IRS reported interest.
If you are a signatory on all the account and have yourself an account at the banks, I think you’ll get better traction doing your request for old items. It might not help you, but for anyone reading this, it’s imho something for POA to consider once your folks get more up in age.