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Keep your information safe.

Stop in for free document shredding.

Reduce clutter and help protect your personal and business information.

Shred Day infograph

 

September 30th: 

9 am-12 pm at 3010 American Way, Missoula 

and 1-4 pm at 1704 Dearborn Ave., Missoula


October 7th: 

9 am-12 pm at 100 W. Main St., Hamilton 

and 1-4 pm at 318 W. Main St., Stevensville


October 14th: 

10 am-2 pm at 107 S. Fulton St., Thompson Falls


October 28th: 

10 am-2 pm at 510 W. Railroad Ave., Plains


Know what to shred and when.

Most of us hold on to documents either way too long or not long enough. We can help. Use our guidelines to keep documents only as long as you need them, so you can reduce clutter and save space.


Keep for one to three years.

• Paycheck stubs

• Bank statements

• Cancelled checks


Keep for at least seven years.

• State and federal income tax returns

• W-2 and 1099s

• Any receipts that were used as a tax deduction

• Charitable contribution receipts (keep with taxes)

• 401k statements

• Expired Insurance policies

• Expired leases or contracts

• Medical expenses (keep with taxes)

• The IRS recommends keeping tax-supporting documents for at least 6 years. 

• An audit can be performed up to 6 years after filing if an error is suspected.


Keep these documents safe and sound forever.

• Birth and death certificates

• Marriage and divorce papers

• Passports

• Medical records

• Education records

• Life insurance policies

• Buy / Sell agreements


Note: The items listed above are to serve as a guideline only. First Security Bank does not offer legal or tax advice. If you have any questions pertaining to critical documents, you should review anything that may have tax or legal implications with your personal tax or legal advisor.