Your Disaster Checklist: Be Prepared: Protect Your Personal Finances
A fill-in checklist and worksheet for gathering account numbers, personal records, and financial documents before a disaster, plus scam warnings for afterward. For anyone who wants to protect their finances in an emergency.
Source: Consumer Financial Protection Bureau. Not endorsed by Consumer Financial Protection Bureau or the U.S. Government.
Last checked against the source 2 October 2026
How to use this document
Who it's for: anyone who wants their account numbers and paperwork in one place before a disaster.
How to read it: The first part lists what to copy (personal records, financial records, computer files) and where to keep the originals and the copies. The worksheet is a fill-in table of account and customer service numbers for loans and credit cards, home and utilities, and other accounts and insurance. The last part covers what to do after a disaster and the scams to watch for.
Read alongside: Financial Preparedness · Safeguard Critical Documents and Valuables
What's in it
- Be prepared: Protect your personal finances
- Account numbers
- Personal records
- Financial records
- Computer files
- Keep important documents safe and always make copies
- Inventory your belongings
- After a disaster
Take it with you
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