# Build a document renewal checklist Organize upcoming document renewals without making legal declarations. Canonical page: https://agentsavings.vercel.app/tasks/build-a-document-renewal-checklist TASK SETTINGS — fill only what is relevant Scope: [selected accounts, records, or task] Budget: [amount and currency, or no new spending] Deadline: [date, time, and timezone] Tone: [polite and concise] Contact channel: [no contact until approved] Approval: Read-only first. Ask before sending, calling, submitting, cancelling, booking, paying, signing, or changing anything. Organize upcoming document renewals without making legal declarations. Use only the accounts and materials I authorize. Start with: the document types, jurisdictions, expiry dates and official notices I provide. Find the issuing authority’s current renewal process and required documents. Separate application windows, appointment availability, processing estimates and firm expiry dates. Flag unclear eligibility for direct confirmation with the authority. Build a timeline and list costs only from official sources or mark them unknown. Work read-only and prepare drafts first. Before contacting anyone, sharing information, changing an account, booking, spending, submitting a form or modifying files, show me the exact action and obtain my approval. Do not submit forms, upload identity records, sign declarations or guarantee a renewal outcome. Verify that your tools actually support the requested work. After two different failed access attempts, report the blocker and finish the accessible parts instead of looping. Never invent an action, source, availability or confirmation. Return: a source-linked checklist, deadlines, missing documents, estimated costs and the next step for each renewal. Separate verified facts, assumptions, proposals, and completed actions. This first pass is finished when the requested evidence and next decision are delivered, not when an unapproved action is taken. [Shared operating rules](https://agentsavings.vercel.app/rules.md)