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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Paper Title Lien Releases in California Write your new address next to it. Send the signed certificate of title and a transfer fee to the DMV. The DMV removes the lien holder's name and issues a new certificate of title and registration card showing you as the sole owner.
Loan documents: Keep the statement showing your most current balance on your car loan, student loan, personal loan and so on. Save the final statement, showing your balance is paid in full, for seven years.
The IRS and Tax Records The Federal Deposit Insurance Corporation website recommends keeping any cancelled checks or bank statements pertaining to taxes for at least seven years. The IRS can come after you for significant tax under-reporting for that length of time.
Bank statements Keep monthly statements for one year. Keep annual statements related to your taxes for at least seven years. They provide proof of income from interest-bearing accounts and can be a record of tax-related transactions.
To be on the safe side, McBride says to keep all tax records for at least seven years. Keep forever. Records such as birth and death certificates, marriage licenses, divorce decrees, Social Security cards, and military discharge papers should be kept indefinitely.
Bank statements If you prefer having physical banks statements delivered, Nasal says it's fine to discard them immediately after you've reviewed them since you will most likely have access to at least a year's worth online.
To be on the safe side, McBride says to keep all tax records for at least seven years. Keep forever. Records such as birth and death certificates, marriage licenses, divorce decrees, Social Security cards, and military discharge papers should be kept indefinitely.
The general rule of thumb is to keep business receipts for as long as the IRS can audit your records. Usually, the IRS audits three years worth of records. Keep your business receipts for at least three years in case you need to show proof of purchases or sales.
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