Record Keeping Checklist for Parents and Students During the Transition Process

During the transition process, it is extremely important that parents and students develop a record keeping system. Keeping relevant and timely records will facilitate the transition process and allow for availability of important information at any time. A great deal of this information may be necessary for forms, applications, government applications etc.

This system should encompass four specific categories:

Official documents (as well as Medical and Psychological reports)

Financial documents

Chronicle of information

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The first category, official documents involve maintaining a file of a student’s written official documents. Examples include:

_____  all high school transcripts

_____  evaluation test results

_____  medical records

_____  letters of recommendation

_____  job coach reports

_____  on-the-job training reports

_____  teacher comments

_____  schedules

_____  therapist reports

_____  IEPs

_____  transitional IEPs

_____  end-of-the-year reports

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The second category, financial documents, includes:

_____  sources of income and assets (pension funds, interest income, etc.)

_____  Social Security and Medicare information

_____  investment income

_____  insurance information with policy numbers

_____  bank accounts

_____  location of safe deposit boxes

_____  copies of recent income tax returns

_____  liabilities: what is owed to whom and when payments are due

_____  credit card and charge account names and numbers

_____  property taxes

_____  location of personal items

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The third category involves an ongoing chronicle of information gathered as the result of:

_____  phone conversations with school or agency officials

_____  summary of meeting

_____  copies of letters written by parents

_____  copies of letters received

_____  brochures handed out by organizations

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