Guide
Documents to keep
In almost every situation the Foundation sees, the household with records gets a better result than the household without. This is the short list of what to keep, and a simple way to keep it.
The simple system
- One folder on your phone (a photo album or a cloud folder) named with the year. Photograph every document the day you receive it.
- One physical envelope at home for originals.
- One trusted person who knows where both are.
- Back up the phone folder once a month to a second place (cloud or a relative's phone).
Photos are enough for almost everything; originals are needed rarely and we will tell you when.
Work
- A daily note of hours: start, end, breaks — in a calendar app, a notebook, or a text to yourself. This single habit wins wage claims.
- Pay stubs, bank deposits, photos of cash envelopes with the date and amount.
- Any written offer, contract, schedule or policy.
- Messages with the employer about pay, hours, safety or time off — screenshots with the date visible.
- The business's legal name and address, the owner's or manager's name, a photo of the licence or the storefront.
- Photos of unsafe conditions, with dates; names of co-workers who saw them.
- For an injury: the date you reported it, the DWC-1 claim form, medical records.
Housing
- The lease and every addendum.
- Proof of every rent payment (receipts, bank records, money-order stubs).
- Every notice received, front and back, with the envelope.
- Repair requests and photos of conditions, dated.
- Move-in and move-out photos of every room.
- All messages with the landlord or manager.
Money and bills
- Utility bills and any shut-off notices.
- Medical bills, itemised statements, and financial-assistance applications.
- Insurance policies — life, health, auto, renters, repatriation — and the contact number for claims.
- Benefit approval letters (Medi-Cal, CalFresh, WIC) and renewal dates.
Family
- Identity documents for every family member — photographed, with copies kept separately from the originals.
- Birth, marriage and death certificates.
- Children's school and medical records.
- Emergency contacts, including the family's association and the consulate.
- Wishes: burial or repatriation preferences, and where the insurance policy is. A one-page note saves a family days of anguish.
Scams and fraud
- Screenshots of every suspicious message, profile and payment.
- Transaction IDs, dates, amounts.
- Report numbers from the FTC, IC3, police or bank.
What never to do with documents
- Hand original identity documents to an employer, recruiter or landlord to 'hold'. Show them; do not surrender them.
- Send copies of ID or bank details to anyone who contacted you first.
- Keep the only copy of anything on a single phone.
How the Foundation helps
- Setting up the system with you in fifteen minutes.
- Reviewing what you have before a claim, a hearing, an application or a court date.
- Safe storage guidance for families who share phones or housing.
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