Document pack
New Baby Paperwork Kit: Birth Certificate, Social Security Number, Insurance, Taxes, Will and Passport
Every form a new baby needs, in the order you'll need them, on one tracker.
$15 one time · Word and PDF · download link by email
Who it is for
New and expecting parents, especially in New Jersey, and grandparents helping out.
Why it is different
- Checked against ssa.gov, irs.gov and travel.state.gov.
- Plain-English checklists for tired parents.
- Word files to fill in and PDFs to print.
What is inside
- First 30 days. Birth certificate, Social Security number and health insurance.
- Tax and benefits. Child Tax Credit, care credit, dependent care FSA and NJ family leave.
- Will, guardian, life insurance. Choosing a guardian, coverage and beneficiary updates.
- Passport for a minor. DS-11, both parents, documents and fees.
- Paperwork tracker. Every task, deadline and where the document is kept.
A look inside
The first pages, as you will get them
Get it
New Baby Paperwork Kit
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not legal, tax or insurance advice. Ask an estate attorney about wills and guardianship. Not affiliated with any agency. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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