Financial Documentation Checklist for Crisis and Disaster

A practical, category-by-category checklist of the financial and legal documents families need to access emergency assistance, file insurance claims, and begin rebuilding after a crisis or disaster. Covers 49 essential records across eight areas including identification, housing, banking, insurance, income, legal documents, digital backups, and FEMA disaster assistance. Designed for individuals in active crisis as well as case managers, advocates, and community organizations supporting families through recovery. Each item includes a plain-language note explaining what the document is used for and why it matters. Free to use and share.