This PDF is a collection of printable organizing survey templates from The Paper Solution® designed to help users inventory, categorize, and decide the disposition of various paper documents. The document includes separate tables for household reference items (e.g., home purchase information, warranties, manuals), medical records (e.g., family health history, lab results, immunizations), financial documents (e.g., bank statements, tax records, insurance policies), credit‑card and loan records, Individual Education Plan (IEP) related paperwork, household operations (e.g., childcare, pet info, seasonal cleaning checklists, event planners), and a “Sunday Basket” catch‑all for everyday papers such as catalogs, mail, coupons, and recipes. Each table provides columns for “Keep”, “For How Long?”, “Recycle”, “Shred”, and “Notes”, encouraging users to make retention decisions and note any special handling. A brief note under the medical survey reminds users that medical institutions retain records for seven years and recommends keeping a complete hard‑copy history. The overall purpose is to guide systematic paper organization, reduce clutter, and ensure compliance with typical record‑keeping timelines.
Topics
Household Reference Organizing Survey
A checklist of home‑related documents—purchase info, warranties, tax data, manuals, permits, and related items—paired with columns for retention decisions.
Medical Organizing Survey with Legal Retention Note
A template for cataloguing personal and family health records, including histories, lab results, immunizations, and medication logs, plus a reminder that medical institutions keep records for seven years.
Financial Organizing Survey – Core Financial Documents
A table covering primary financial paperwork such as bank statements, mortgage statements, tax records, insurance policies, and utility bills, with guidance columns for disposition.
Credit Card, Loan, and Benefit Organizing Survey
An extension of the financial survey focusing on credit‑card statements, college loans, private school tuition, military benefits, and other loan‑related documents.
IEP (Individual Education Plan) Organizing Survey for Warrior Mamas
A specialized checklist for families managing special‑education documentation, including birth certificates, medical test results, IEP/504 plans, work samples, and related legal/financial bills.
Household Operations Organizing Survey
A planning tool for day‑to‑day and seasonal household tasks—childcare, pet info, meal planning, cleaning checklists, service providers, and event planners (graduations, trips, holidays).
Sunday Basket Organizing Survey – Catch‑All Paper Management
A simple inventory for routine incoming papers such as catalogs, newspapers, magazines, coupons, mail, recipes, and to‑dos, with disposition columns to streamline weekly sorting.