DOCUMENT LOCATOR:
The space in the boxes may not be sufficient for you to list all account numbers, pins, access codes, passwords, etc. Use this as a guide to know where the documents can be found. Detail on a separate piece of paper or in a notebook all pertinent information. Be as comprehensive as you can in listing all items under each category. It is also important to keep original documents in a fireproof vault. Make photocopies of these important documents, keeping them in a fireproof safe box at home so that you will have them as you need them.
DOCUMENT |
LOCATION: |
Birth Certificate | , |
Citizenship Papers | , |
Passport | , |
Driver’s License(s) | , |
Social Security Card | , |
Medicare Card | , |
Medical Assistance Card | , |
LTC – Long Term Care Insurance | , |
Home Care Insurance | , |
Health Insurance Policy & Card | , |
Cancer Insurance Policy Or Special Insurances | , |
Disability Insurance Card | , |
Safe Deposit Box (Key(s) Name & Address Of Bank |
, |
Checkbook & Account# Name & Address Of Bank |
, |
Banking By Phone, Pin & Account Numbers, Online Banking, Computer | , |
Electronic Fund Transfer Accounts (ETA) | , |
All Automatic Bill Payment Information | , |
Savings Or Money Market Book Name & Address Of Bank |
, |
Certificates For CD’s, Stocks, Treasury Notes, Bonds, Mutual Funds, IRA’s, 401K’s | , |
Annuities | , |
Life Insurance Policies-Name, Policy #’s & Address & Names Of Beneficiaries | , |
Personal Properties-Jewlery, Boats, Furniture, Etc. | , |
Loans, Debts, Credit Cards, Debit Cards, Loan Installment Accounts, All Charge Accounts | , |
Business Banking Information & Loans | , |
Credit Union Information | , |
Foreign Bank Accounts & Holdings | , |
Cash, Traveler’s Checks | , |
Home Insurance Policy- Name, Policy #’s & Address | , |
Income Tax Returns | , |
Will, Special Bequests | , |
Living Will-Advanced Directives | , |
Durable Power Of Attorney For Health Care | , |
Durable Power Of Attorney | , |
Health Care Directives | , |
Pension & Retirement Fund Information | , |
Marriage License | , |
Divorce / Separation Decrees | , |
Mililtary Records | , |
Property Deeds & Titles | , |
Mortgage | , |
Outstanding Lien Against Property(s) Information And Paid Liens Against Property(s) | , |
All Auto Titles / Registration | , |
Auto Insurance Policy(s) | , |
Letter Of Instructions In Case Of Death, Beneficiaries, Etc. | , |
Funeral Instructions & Funeral Insurance | , |
Burial Property Certificate | , |
Websites, Voice Mail, Email Addresses, Cash Station, Property | , |
Home Safe | , |
Business Safe | , |
Trust Funds | , |
Donor Arangements | , |
Autopsy Arangements | , |
Real Estate Investment Insurance Policy | , |
Renter’s Insurance Policy | , |
Business Insurance Policies | , |
Liability Insurance Policies | , |
Club Memberships & Cards & Organization Memberships | , |
Personal Contracts & Agreements | , |
Medical History | , |
Adoption Papers | , |
Schools Diplomas, Records & Degrees | , |
Dependents | , |
Grown Children No Longer Dependents | , |
Home Inventory- Fixtures, Furniture, Applicances, Equipment | , |
Personal Valuables Inventory – Jewelry, Art, Collections, Clothes, Mementos, Antiques | ,. |
Address Books | . |
Business Inventories | , |
All Warranties | , |
Other | , |