I have my files of all the slips of paper that I keep on my DRP stocks. The paper that I get was/is:
transaction receipts
optional cash forms
monthly list of transactions
envelopes
website account stuff
emails and correspondence (I ask a question and they obey 
)
1099-DIVs
Often I saved them from the first, so I have KO paper from 2000, MMM paper from 2004, and a couple of these DRPs changed transfer agents, so well, you get the idea... lots of paper, most of which is old.
I saved the DIVs, saved all transactions from 2008, saved a couple of current envelopes and optional cash forms - most of the time I send money electronically, saved anything giving current website settings, and saved the December monthly list of transactions because they list the activity for the entire year. Checked, though, that rolled-over totals in Jan matched the previous December totals.
I tossed: old correspondence, non-December monthly lists, and any routine correspondence/non-IRS forms from the old transfer agent.
I now have a grocery bag full of paper from 2002-2007. Its a bit much for my little 3-sheet shredder, so I'm bringing it to work tomorrow to dump in our shredder.
caught a mild case of decluttering
June 30th, 2008 at 04:09 am
June 30th, 2008 at 02:46 pm 1214833583
June 30th, 2008 at 06:06 pm 1214845562