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
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
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
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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