FAMILY PERSONAL AND VITAL RECORDS

Transcription

1 Vital Records FAMILY PERSONAL AND VITAL RECORDS Insert Your Family Name on the cover page Insert a recent family photo and include each person s name

2 TABLE OF CONTENTS: 1. BANKING INFO.: CHECKING INFO. / SAVINGS INFO. / PORTFOLIO RECORDS / RETIREMENT RECORDS 2. CONTRACTS & CERTIFICATES: DEEDS / TITLES / MARRIAGE LICENSES / LEGAL DOCUMENTS / CAR TITLE, VIN #, PLATE NUMBERS & REGISTRATION CARD / TAX DOCUMENTS 3. DEBTS: UTILITIES / CREDIT CARD INFO. / CREDITOR INFO. 4. FAMILY INFO.: BIRTH CERTIFICATES / A FAMILY PHOTO / PHOTOGRAPH & DOCUMENT- MEMORY CARD / GENEALOGY / SOCIAL SECURITY CARDS / IMMUNIZATION RECORDS / PHONE NUMBER & ADDRESS LIST / DRIVER LICENSE 5. HOME INVENTORY: ITEMIZED APPLIANCE LIST / RECEIPTS / WARRANTIES / PHOTOS / PHYSICAL DESCRIPTIONS 6. INSURANCE POLICIES: CAR / HOME / MEDICAL / LIFE / PRESCRIPTIONS 7. PASSWORD LISTS: INTERNET PASSWORDS / WEBSITE ADDRESSES / ACCOUNT NUMBERS & INFO. 8. DEATH WISHES:& EMERGENCY ACTION PLAN: LETTER OF INSTRUCTIONS / WILLS / FAMILY EMER. ACTION PLAN

3 INVESTMENTS: (Use your own separate sheets for: BANK ACCOUNTS: Securities, Mutual Fund Shares, Mortgages REAL ESTATE: Investment Club Shares, Real Estate Improvements, Savings Bonds, Business Interests/Partnerships) CHECKING ACCOUNTS BANK TYPE OF ACCOUNT PHONE NO. ACCOUNT NO. BANK CARD NO. (Note: Hide :PIN # elsewhere) NOTES BANK TYPE OF ACCOUNT PHONE NO. ACCOUNT NO. BANK CARD NO. (Note: Hide :PIN # elsewhere) NOTES BANK TYPE OF ACCOUNT PHONE NO. ACCOUNT NO. BANK CARD NO. (Note: Hide : PIN # elsewhere) NOTES BANK TYPE OF ACCOUNT PHONE NO. ACCOUNT NO. BANK CARD NO. (Note: Hide :PIN # elsewhere) NOTES

4 SAVINGS & LOAN ACCOUNTS BANK TYPE OF ACCOUNT PHONE NO. ACCOUNT NO. NOTES BANK TYPE OF ACCOUNT PHONE NO. ACCOUNT NO. NOTES BANK TYPE OF ACCOUNT PHONE NO. ACCOUNT NO. NOTES SAFETY DEPOSIT BOX BANK BOX NUMBER PHONE NO. WHERE KEY IS KEPT BOX IN NAME OF CONTENTS IN BOX NOTES

5 CREDIT CARDS BANK PHONE NO. CARD NO. (Note: Hide Security # elsewhere) CREDIT LIMIT $ TYPE (MC, Visa, etc.) BANK PHONE NO. CARD NO. (Note: Hide Security # elsewhere) CREDIT LIMIT $ TYPE (MC, Visa, etc.) BANK PHONE NO. CARD NO. (Note: Hide Security # elsewhere) CREDIT LIMIT $ TYPE (MC, Visa, etc.) BANK PHONE NO. CARD NO. (Note: Hide Security # elsewhere) CREDIT LIMIT $ TYPE (MC, Visa, etc.) BANK PHONE NO. CARD NO. (Note: Hide Security # elsewhere) CREDIT LIMIT $ TYPE (MC, Visa, etc.)

6 REAL ESTATE DESCRIPTION OF PROPERTY LOCATION DEED IN NAME OF LOCATION OF DEED DEED RECORDED BOOK PAGE MORTGAGE: $ FACE AMOUNT TYPE PAYMENT PER INTEREST RATE PURCHASE DATE PERIOD OF PAYMENT NOTES DESCRIPTION OF PROPERTY LOCATION DEED IN NAME OF LOCATION OF DEED DEED RECORDED BOOK PAGE MORTGAGE: $ FACE AMOUNT TYPE PAYMENT PER INTEREST RATE PURCHASE DATE PERIOD OF PAYMENT NOTES

7 LOCATION DIRECTORY List the location of all important documents AUTO TITLES BANK RECORDS BILS OF SALE BIRTH CERTIFICATES DIPLOMAS FAMILY EMERGENCY PLANS FAMILY PICTURES GENEALOGY IMMUNIZATION RECORDS INSURANCE POLICIES LETTER OF INSTRUCTIONS/OBITUARY MARRIAGE CERTIFICATE MILITARY PAPERS PATRIARCHAL BLESSINGS PROMISSORY NOTES PROPERTY DEES AND MORTGAGE PAPERS SAFETY DEPOSIT BOX AND KEY SOCIAL SECURITY CARDS STOCKS AND BONDS TAX RECORDS U.S. SAVIGNS BONDS WARRANTIES AND GUARANTEES VEHICLE REGISTRATIONS WILLS

8 DEBTS Tracking your debts help you to know what is due and when, what can be paid off and how much you spent each year on them. WEEKLY DEBTS: DEBT OWED AMOUNT DUE DUE DATE BI-WEEKLY: DEBT OWED AMOUNT DUE DUE DATE MONTHLY DEBTS: DEBT OWED AMOUNT DUE DUE DATE BI-MONTHLY: DEBT OWED AMOUNT DUE DUE DATE

9 QUARTERLY: DEBT OWED AMOUNT DUE DUE DATE BI-YEARLY: DEBT OWED AMOUNT DUE DUE DATE YEARLY: DEBT OWED AMOUNT DUE DUE DATE

10 PERSONAL AND CREDIT CARD LIST WITH ID AND PASSWORD Credit Card / Card # ID AND Password Misc. Info.

11 INSURANCE QUICK DIRECTORY COMPANY TYPE OF INS. POLICY NO. AGENT PHONE NO.

12 IMPORTANT PHONE NUMBERS NAME/ADDRESS PHONE # HOME WORK WORK EMERGENCY: FIRE/POLICE FIRE NON-EMERGENCY POLICE NON-EMERGENCY DOCTOR DOCTOR DENTIST VET SCHOOL SCHOOL BISHOP S HOME CHURCH R. S. PRESIDENT VISITING TEACHERS VISITING TEACHERS HOME TEACHERS HOME TEACHERS PARENTS PARENTS INSURANCE AGENT INSURANCE AGENT INSURANCE AGENT

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14 TO WHOM IT MAY CONCERN: IN CASE OF EMERGENCY OR ANY MEDICAL ATTENTION, OUR CHILD(REN) ARE UNDER THE CARE OF [ THE GUARDIAN(S) ] WHO HAVE MY PERMISSION TO ACT AS GUARDIANS FOR OUR CHILD(REN). IN THE EVENT OF ILLNESS, ACCIDENT OR INJURY, THE GUARDIAN(S) CAN HAVE OUR CHILD(REN) TREATED OR ADMITTED TO: OR ANY OTHER. (Hospitals or Clinics) APPROPRIATE MEDICAL FACILITY. OUR PREPERRED DOCTOR/MEDICAL GROUP IS: IF THE CHILD(REN). (Doctor/Medical Group) IS (ARE) IN NEED OF MEDICATION, TREATMENT OR EMERGENCY OPERATIONS AS ADVISED BY THE ABOVE NAMED DOCTOR OR MEDICAL GROUP (OR IF THEY ARE NOT AVAILABLE, BY SUCH OTHER QUALIFIED PERSONNEL AS MAY BE AVAILABLE), THE DOCTORS AND HEALTH PERSONNEL HAVE OUR PERMISSION TO ADMINISTER SUCH MEDICATION AND TREATMENT AS MAY BE WARRANTED UNDER THE CIRCUMSTANCES. OUR INSURANCE PLAN ADMINISTATOR IS: NOTARY SIGNATURE FATHER MOTHER DATED

15 MEDICAL HISTORY NAME BIRTH DATE BIRTH PLACE BLOOD TYPE INSURANCE MEDICAL RECORD NO. DOCTORS, PHONE NUMBERS & ADDRESSES: ALLERGIES, BROKEN BONES, SURGERY: DATES OF SHOTS & IMMUNIZATIONS: ILLNESSES: NOTES:

16 ARI SHEET Place current Photo here Rec d date taken Single Sheet per adult ADULT REGISTRATION AND IDENTIFICATION SHEET Name Nickname Date of Birth Social Security # IDENTIFYING MARKS: Birthmarks (moles/dimples) Scars/Tattoos Glasses/Contacts Skin Tone Language Spoken Voice Tone & Pattern (Slow, stutters, etc.) Personality pattern (nervous, hyper, etc.) Habits (hair pulling, nail biting, etc.) FAMILY SITUATION/QUICK MEDICAL REFERENCE: Name & ages of Children Marital Status Emergency Contact Name, Address, Phone # of Nearest Relative Name, Address, Phone # of Doctor Blood Type Allergies CLOSEST FRIENDS: Name Phone # Address Name Phone # Address Name Phone # Address Fingerprints go here: R.THUMB R. INDEX L. MIDDLE R. RING R. LITTLE L. THUMB L. INDEX L MIDDLE L. RING L. LITTLE

17 CRI SHEET Place current Photo here Rec d date taken CHILDREN REGISTRATION AND IDENTIFICATION SHEET Child s Name Date of Birth School Social Security # Nickname Grade Prior School IDENTIFYING MARKS: Birthmarks (moles/dimples) Scars/Tattoos Glasses/Contacts Skin Tone Language Spoken Voice Tone & Pattern (Slow, stutters, etc) Personality pattern (nervous, hyper, etc) Habits (hair pulling, nail biting, etc) FAMILY SITUATION/QUICK MEDICAL REFERENCE: Single Parent Yes No Custody Situation Name, Address, Phone # of other parent Name, Address, Phone # of nearest relative Name, Address, Phone # of Doctor Blood Type Allergies X-rays Available Yes No Located Where CLOSEST FRIENDS: Name Phone # Address Name Phone # Address Name Phone # Address Place Fingerprints Here: R.THUMB R. INDEX L. MIDDLE R. RING R. LITTLE L. THUMB L. INDEX L MIDDLE L. RING L. LITTLE

18 FAVORITE INTERNET SITES AND PASSWORDS: Web-Site Name: Web Address: User Name, Password & Account Number:

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20 INSURANCE QUICK DIRECTORY COMPANY TYPE OF INS. POLICY NO. AGENT PHONE NO.

21 HEALTH INSURANCE INSURANCE CO. PHONE NO. EMPLOYER GROUP NO. PERSON INSURED POLICY NO. NAME ID# COVERAGE NOTES INSURANCE CO. PHONE NO. EMPLOYER GROUP NO. PERSON INSURED POLICY NO. NAME ID# COVERAGE NOTES DENTAL INSURANCE COMPANY POLICY NO. ADDRESS PHONE NO. NOTES

22 INDIVIDUAL LIFE INSURANCE COMPANY POLICY NO. FACE AMOUNT $ DATE OF POLICY TYPE: (Term, Whole Life, etc.) BENEFICIARY LOCATION OF POLICY AGENT PHONE NO. ADDRESS OF CO. LOANS OUTSTANDING: $ AMOUNT ASSIGNMENT: TYPE FACE AMOUNT $ PREMIUMS TO BE SENT TO THIS ADDRESS COMPANY POLICY NO. FACE AMOUNT $ DATE OF POLICY TYPE: (Term, Whole Life, etc.) BENEFICIARY LOCATION OF POLICY AGENT PHONE NO. ADDRESS OF CO. LOANS OUTSTANDING: $ AMOUNT ASSIGNMENT: TYPE FACE AMOUNT $ PREMIUMS TO BE SENT TO THIS ADDRESS

23 AUTO INSURANCE COMPANY PHONE NO. AGENT TYPE OF AUTO OWNER OF AUTO 1. VIN NO. LIC. PLATE NO. YEAR, MAKE, MODEL 2. VIN NO. LIC. PLATE NO. YEAR, MAKE, MODEL COMPANY PHONE NO. AGENT TYPE OF AUTO OWNER OF AUTO 1. VIN NO. LIC. PLATE NO. YEAR, MAKE, MODEL 2. VIN NO. LIC. PLATE NO. YEAR, MAKE, MODEL DRIVERS LICENSE NUMBERS NAME NUMBER

24 GROUP LIFE and RETIREMENT PLAN POLICIES EMPLOYER CERTIFICATE NO. $ AMOUNT EFFECTIVE DATE ACCIDENTAL DEATH BENEFIT $ NOTES ====== EMPLOYER CERTIFICATE NO. $ AMOUNT EFFECTIVE DATE ACCIDENTAL DEATH BENEFIT $ NOTES ====== VETERANS ADMINISTRATION INSURANCE VA NUMBER SERVICE SERIAL NO. SERVICE BRANCH INSURANCE AMOUNT $ TYPE LOAN OUTSTANDING $ NOTES TO FILE A CLAIM, WRITE TO ====== SOCIAL SECURITY BENEFITS NOTES TO FILE FOR BENEFITS NAME SOCIAL SECURITY NUMBER

25 PROPERTY INSURANCE PROPERTY COVERED INSURANCE CO. PHONE NO. AGENT PHONE NO. PAY PREMIUM W/HOUSE PAYMENT? YES NO AMOUNT $ NOTES: PROPERTY COVERED INSURANCE CO. PHONE NO. AGENT PHONE NO. PAY PREMIUM W/HOUSE PAYMENT? YES NO AMOUNT $ NOTES: PROPERTY COVERED INSURANCE CO. PHONE NO. AGENT PHONE NO. PAY PREMIUM W/HOUSE PAYMENT? YES NO AMOUNT $ NOTES: TRAVEL INSURANCE AGENT PHONE NO. NOTES

26 HOUSEHOLD INVENTORY In case of fire or other loss, to settle your claim you and the claims representative will need to know the value of your household goods and personal property. Go room by room through your home and garage and list all items of furniture, appliances, paintings, CD s, window coverings, etc. Take pictures of antiques, expensive jewelry or items of value. Keep the pictures with your vital records binder. ITEM MODEL SERIAL # ORIGINAL $ YR PURCHASED

27 ITEM MODEL SERIAL # ORIGINAL $ YR PURCHASED

28 Individual Inventory Sheets ITEM ITEM LOCATION MODEL SERIAL NUMBER PURCHASE COST $ PURCHASED FROM HAVE ORIGINAL RECEIPT YEAR PURCHASED UNDER WARRANTY NO YES IF UNDER WARRANTY CO. NAME PHONE NUMBER CONTRACT NUMBER

29 LETTER OF INSTRUCTIONS MAKE IT EASIER ON YOUR LOVED ONES IN CASE YOU SHOULD DIE. WRITE OUT YOUR WISHES PERTAINING TO YOUR FUNERAL AND REQUESTS. MY PERSONAL REQUESTS AND WISHES FOR FUNERAL ARRANGEMENTS: I have made funeral arrangements with The address is OR Funeral arrangements have not been made but I would prefer to have The address is I would like to be buried at The address is I want services to be held from: Church Home Funeral Home Graveside My favorite Hymns are: I would like to wear the following: If inquiries are made, donations are to be made to the following organizations: Other wishes:

30 THINGS THAT MUST BE DONE AFTER THE DEATH OF A LOVED ONE NOTIFY: 1. THE DOCTOR OR CORONER 2. THE FUNERAL DIRECTOR 3. THE CEMETARY OR MEMORIAL PARK 4. ALL THE RELATIVES 5. EMPLOYER 6. FRIENDS 7. ORGANIST AND SINGER 8. PALLBEARERS 9. CHRUCH 10. INSURANCE AGENTS 11. UNIONS & FRATERNAL ORGANIZATIONS 12. NEWSPAPER 13. BISHOP (IF LDS) OR PASTOR DO: 1. MEET WITH FUNERAL DIRECTOR 2. PLAN CEREMONY 3. ORDER FLOWERS 4. PROVIDE CLOTHING 5. FOOD 6. CARDS OF THANKS 7. PROVIDE VITAL STATISTICS ABOUT THE DECEASED 8. OBTAIN COPIES (8 TO 10) OF THE DEATH CERTIFICATE 9. PREPARE AND SIGN NECESSARY PAPERS 10. ANSWER SYMPATHETIC PHONE CALLS, MESSAGES AND LETTERS 11. ARRANGE FOR LODGING FOR OUT-OF-TOWNERS 12. PLAN FUNERAL CAR LIST 13. FIND SOMETHING TO WEAR YOU MUST PAY SOME OR ALL OF THE FOLLOWING: 1. DOCTOR 2. NURSE 3. HOSPITAL 4. MEDICINE & DRUGS 5. FUNERAL & CASKET 6. CEMETARY PLOT 7. HEADSTONE 8. INTERMENT SERVICE 9. FLORIST 10. ORGANIST (if required) 11. CLOTHING 12. TRANSPORTATION 13. TELEPHONE & Financial Transfer Services 14. FOOD 15. MEMORIALS 16. MINISTER (if required)

31 MY OBITUARY WRITE IT YOURSELF AND SAVE THE GRIEF OF YOUR LOVED ONES NAME TO BE READ AS AGE BIRTH DATE BORN AT PARENTS CHILDREN GRAND CHILDREN GREAT GRAND CHILDREN SIBLINGS (WHERE THEY LIVE) OTHER FAMILY MEMBERS WHERE YOU LIVED WHERE YOU WENT TO CHURCH LIST IDEAS YOU WOULD LIKE TO INCLUDE

32 MY OBITUARY