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- Identity and Personal Documents
- • Aadhaar card
- • PAN card
- • Passport
- • Voter ID card
- • Driving licence
- • Birth certificate
- • Marriage certificate
- • Spouse Aadhaar card
- • Spouse PAN card
- • Children’s birth certificates
- • Passport-size photographs
- • Blood group card/report
- • Disability certificate, if applicable
- • Caste certificate, if applicable
- • Income certificate, if applicable
- • Domicile/residence certificate
- • Name change affidavit/gazette, if applicable
- • Address proof documents
- • Emergency contact list
- Academic Documents
- • Class 10 marksheet
- • Class 10 certificate
- • Class 12 marksheet
- • Class 12 certificate
- • Diploma marksheets
- • Diploma certificate
- • Graduation marksheets
- • Graduation degree certificate
- • Postgraduation marksheets
- • Postgraduation degree certificate
- • PhD degree certificate
- • Provisional degree certificates
- • Migration certificate
- • Transfer certificate
- • Character certificate
- • College leaving certificate
- • Convocation certificate
- • Academic transcripts
- • Equivalence certificate, if applicable
- • UGC NET certificate
- • GATE scorecard
- • JRF/SRF certificate
- • Teaching qualification certificates
- • Professional course certificates
- • Internship certificates
- • Training certificates
- • Workshop certificates
- • Conference certificates
- • Publications list
- • Research paper copies
- • Thesis/dissertation certificate
- • Bonafide certificates
- Job and Employment Documents
- • Appointment letter
- • Joining letter
- • Offer letter
- • Employment contract
- • Confirmation letter
- • Promotion letters
- • Increment letters
- • Salary revision letters
- • Experience certificates
- • Relieving letters
- • No objection certificates
- • Service certificate
- • Employee ID card copy
- • Latest salary slips
- • Form 16
- • Income tax returns
- • Tax computation sheets
- • EPF/UAN details
- • EPF passbook printout
- • Pension/retirement benefit documents
- • Gratuity nomination
- • Leave records
- • LTC/medical reimbursement documents
- • Performance appraisal letters
- • Departmental orders
- • Transfer orders
- • Deputation orders
- • Official email/account recovery details
- • Office emergency contact details
- Bank Documents
- • Bank passbook copy
- • Bank account statement
- • Cancelled cheque
- • Cheque book details
- • Debit card details
- • Credit card details
- • Net banking customer ID
- • Bank nomination confirmation
- • Fixed deposit receipts
- • Recurring deposit documents
- • Loan account statements
- • Home loan documents
- • Vehicle loan documents
- • Personal loan documents
- • Education loan documents
- • Locker agreement
- • Locker nomination details
- • Bank KYC acknowledgement
- • Bank customer care/contact details
- Insurance Documents
- • Term insurance policy
- • Life insurance policy
- • Health insurance policy
- • Employer health insurance card
- • Mediclaim policy
- • Critical illness policy
- • Accident insurance policy
- • Vehicle insurance policy
- • Home insurance policy
- • Travel insurance policy
- • Insurance premium receipts
- • Insurance nomination details
- • Policy bond documents
- • Claim forms
- • TPA card
- • Hospital network list
- • Insurance agent contact details
- • Policy login details
- Mutual Fund and Investment Documents
- • Mutual fund statement
- • Consolidated account statement
- • SIP details
- • STP/SWP details
- • Folio numbers list
- • AMC-wise investment list
- • Demat account details
- • Trading account details
- • CDSL/NSDL CAS statement
- • Shareholding statement
- • Bond certificates
- • Sovereign Gold Bond documents
- • NPS statement
- • PPF passbook
- • EPF statement
- • VPF statement
- • Sukanya Samriddhi account passbook
- • Senior Citizen Savings Scheme documents
- • Kisan Vikas Patra documents
- • National Savings Certificate documents
- • Gold purchase bills
- • Digital gold documents
- • Investment nomination details
- • Financial advisor contact details
- Tax Documents
- • PAN card
- • Aadhaar-PAN linking proof
- • Income tax return acknowledgements
- • Form 16
- • Form 26AS
- • Annual Information Statement
- • Tax computation sheets
- • Advance tax challans
- • Self-assessment tax challans
- • TDS certificates
- • Capital gains statements
- • Rent receipts
- • HRA documents
- • Home loan interest certificate
- • Section 80C proofs
- • Section 80D health insurance proofs
- • Donation receipts
- • Tax notice copies
- • GST registration, if applicable
- • Professional tax documents, if applicable
- Property and Housing Documents
- • Sale deed
- • Purchase agreement
- • Allotment letter
- • Possession letter
- • Property tax receipts
- • Electricity bill
- • Water bill
- • Gas connection documents
- • Maintenance receipts
- • Society share certificate
- • Encumbrance certificate
- • Mutation documents
- • Khata documents
- • Land records
- • Registry papers
- • Home loan sanction letter
- • Home loan repayment schedule
- • No dues certificate
- • Completion certificate
- • Occupancy certificate
- • Building approval plan
- • Rent agreement
- • Tenant police verification
- • Lease agreement
- • Property insurance document
- Vehicle Documents
- • Registration certificate
- • Driving licence
- • Vehicle insurance
- • Pollution under control certificate
- • Road tax receipt
- • Vehicle loan documents
- • Hypothecation removal proof
- • Service records
- • Warranty documents
- • Fastag details
- • Challan payment receipts
- • Vehicle purchase invoice
- • Extended warranty document
- Medical Documents
- • Health insurance card
- • Blood group report
- • Vaccination records
- • Medical history summary
- • Allergy list
- • Current medicines list
- • Prescription copies
- • Major investigation reports
- • Blood test reports
- • X-ray reports
- • MRI/CT/USG reports
- • Surgery records
- • Discharge summaries
- • Chronic illness documents
- • Eye prescription
- • Dental records
- • Emergency hospital contact list
- • Family doctor contact details
- Family and Nomination Documents
- • Family member Aadhaar cards
- • Family member PAN cards
- • Family member passports
- • Marriage certificate
- • Children’s birth certificates
- • Nominee details list
- • Legal heir certificate
- • Succession certificate, if applicable
- • Will
- • Registered will, if applicable
- • Power of attorney
- • Guardianship documents
- • Family tree document
- • Emergency contact sheet
- Digital and Online Account Documents
- • Password manager recovery key
- • Important email IDs list
- • Mobile number linked to banks list
- • UPI IDs list
- • DigiLocker details
- • UMANG login details
- • Income tax portal login details
- • EPFO login details
- • NPS login details
- • Bank customer IDs
- • Mutual fund login details
- • Demat login details
- • Insurance portal login details
- • Cloud backup details
- • Two-factor authentication backup codes
- • SIM card ownership documents
- Emergency Folder
- • Aadhaar card copy
- • PAN card copy
- • Passport copy
- • Health insurance card
- • Term insurance policy
- • Bank account list
- • Investment list
- • Loan list
- • Nominee list
- • Family contact list
- • Doctor contact list
- • Employer contact details
- • Blood group details
- • Current medicine list
- • House key/locker information note
- • Will copy
- • Important passwords/recovery instructions sealed copy
- • Financial summary sheet
- • Asset and liability summary
- • Instructions for family in emergency
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