 Organizing Your Rebates (before sending them in)
A few people have asked me how I keep track of the forms. Apparently, keeping track BEFORE they're sent in is a big issue for a lot of us. I developed a system that works for me, and I thought I'd share it here (since I've gotten so many good ideas from other members!). Tweak it however you like...it won't hurt my feelings!
Here it is:
My system for keeping track of rebate forms, receipts and proofs of purchase is fairly simple. You’ll need a few items to get you started:
1. A 3-ring binder. It should be at least the 1” size, and make sure it has pockets inside the front and back covers.
2. A package of clear page protector sleeves…the kind that open at the top like a big pocket. These are used for large rebate forms (printed from your computer, etc.)
3. A package of clear photo sheets…the same size as the page protectors, but with 4 pockets on each one. These are harder to find. I’ve only found them at Walmart, but they run out often! These are used for tear-pad or WT size rebate forms.
4. A package of plain white labels, around 1” x 2”.
5. A small notebook with a pocket inside the front cover. If you can’t find one, you can glue or tape an envelope into the front cover instead.
6. Another notebook or journal.
OK…now that you have all of your stuff together, it’s time to explain what to do.
To set up the system:
-Open the ring binder, and load it with the page protectors and photo pages.
-The front, inside pocket of the binder is used for monthly rebate fliers (Rite-aid, Walgreen, etc). I also keep a blank notepad and some 3x5 cards in it.
-The back, inside pocket of the binder is where I keep my stamps, address labels, and blank envelopes.
-Load your rebate forms into the page protectors, and photo pages…using one for each rebate form.
-Put a white sticker on each page or pocket, and write the expiration date of the rebate on it. I use brightly colored markers for this.
-Now, grab that small notebook. Write down any item (including size, flavor, number of items, etc) that you need for each rebate.
-Go through your coupons, and fill that envelope with coupons that you can use on the items you just wrote in your notebook. Carry this notebook with you any time you shop!!
After a shopping trip:
-Slip any receipt or proof of purchase that you’ve gotten, into the corresponding page protector or photo sheet. If a rebate requires multiple proofs of purchase, this is a good way to keep them all together until you have enough to send for your money!
-Fill out any forms that you have all the requirements for.
-Write down any info about the rebate in the second notebook (you've been wondering what it was for, weren't you?). Keep track of the date you sent for it, as well as any contact info.
-Sit back and wait for your money!!
If I wasn't clear about something, please ask!!
Carol
Last edited by YouPdWhat; 03-20-2008 at 11:45:08 AM..
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