WORKSHEET 3.3 Record of Important Papers

Transcription

1 WORKSHEET 3.3 Record of Important Papers You have many important papers relating to personal records, property ownership, insurance, finances and other business affairs. This guide will help you inventory your important papers, locate papers when needed, direct others in an emergency and evaluate your family business affairs. Fill in this publication and keep it at home. Review it at least once a year. Bring it up to date whenever a significant change occurs. You may wish to prepare a copy for a relative or close friend for use in an emergency. Information adapted from: Oregon State University Extension Service University of Florida IFAS Extension University of Tennessee Extension Utah State University Cooperative Extension 155

2 Family Record List all family members including children married and or living away from home. Under comments, include such information as health conditions, membership in organizations, etc. that would be useful in an emergency. Name Date of Birth Where Birth Recorded and Location of Birth Certificate Social Security Number and Location of Card Comments Close Relatives or Friends List those persons who should be notified when serious emergencies occur. Name Relationship Address & Phone Number 156

3 Personal Information List any personal information including marriage certificates, death certificates, divorce decrees, military service, passports and drivers licenses. Record Where Kept Where Recorded Date Marriage Certificates Divorce Decrees Death Certificates Military Service Records Citizenship Papers Passports Drivers Licenses 157

4 Health Records (name) Record health information here. Use one sheet for each family member. Date Illness, Disease, Accident or Immunization Doctor s Name and Address Other Information 158

5 Important Advisers and Contacts Write names and addresses of any advisers you depend on in your personal and business affairs. Name Address & Phone Number Accountant Attorney Banker Other banker Other banker Business manager/partner Childcare provider Childcare provider Children s school contacts Children s school contacts Children s school contacts Children s school contacts Clergy Doctor Other doctor Other doctor Other doctor Other doctor Other doctor Other doctor Dentist Employer 159

6 Important Advisers and Contacts Write names and addresses of any advisers you depend on in your personal and business affairs. Name Address & Phone Number Executor of will Executor of will Financial counselor Financial planner Forester Guardian of children Guardian of children Insurance agent (other) Parents (maternal) Parents (paternal) Stockbroker Other 160

7 Location of Your Important Papers Being able to find your important papers quickly is important to you and your survivors. Under Location, clearly identify the specific desk and drawer, closet, box, etc. Important Papers Location Important Papers Location Wills and Instructions Personal Property Papers Husband s will Checkbooks Wife s will Copies of will Funeral directions cremation, burial Memorial society membership Special letters of instruction Savings passbooks and certificates Insurance (life, health, accident) Stock certificates Savings bonds Safe deposit box and key Power of attorney Income tax records Canceled checks and stubs Personal Papers Inventory of household goods Birth certificates Automobile title Baptismal certificates Registrations auto, dog, etc. Marriage certificates Guarantees on appliances Adoption certificates Appliance instruction books Divorce decrees Credit cards (list them) Naturalization papers Diplomas Real Estate Papers 161

8 Important Papers Location Important Papers Location Passports Deed to your house Social Security cards Deed to other real estate Employment records Record of improvements Military service records Mortgage papers Family health records Mortgage payment receipts Management Plans Insurance policies Business Plans 162

9 Banking Services This list can help you track the checking, savings and other types of accounts you have at financial institutions. Name and Address of Financial Firm Checking accounts Identification Number In Whose Name(s) Savings accounts Certificates of deposit Money market accounts Trust accounts Safe deposit box Other 163

10 Cards (credit, debit, ATM, etc) This list can help you track the cards you have, and would be extremely helpful to those who handle your affairs during serious illness or after your death. Type Card Name & Issuer Address Account Number In Whose Name 164

11 Real Estate and Business Interests List real property and business interests owned by the family. Also include mortgages held. Kind of ownership refers to the legal form of ownership such as tenancy in common or joint tenancy. Kind of Property Location (address) Name(s) of Owner(s) Kind of Ownership Date Acquired Purchase Price Residence(s) Business(es) Timeshares Cemetery plot(s) Timber 165

12 Other Personal Property List autos, boats, mobile homes and other items of value (jewelry, antiques, books, collections, royalties, patents, etc). Name of Asset Date Acquired Purchase Price or Value Other Useful Information (name of owner, vehicle ID no., appraisals, etc.) 166

13 Stocks, Bonds and Securities List any United States savings bonds, treasury securities, government agency securities, corporate and governmental stock certificates, and other securities you own. Name of Asset Serial Number Date Purchased Purchase Price Other Useful Information (name of owner, no. of shares, maturity date) Mutual Funds List any mutual funds and money market funds you own. Name of Asset Serial Number Date Purchased Purchase Price Other Useful Information (name of owner, no. of shares, maturity date) 167

14 Money Owed This list can help you track the debt you have, and would be extremely helpful to those who handle your affairs during serious illness or after your death. (home, autos, home equity, furniture, appliances, etc) Person or Company Owed Address Amount of Original Debt Terms of Payment Money Owed to Us This list can help you track the money others owe you, and would be extremely helpful to those who handle your affairs during serious illness or after your death. Person or Company Address Amount of Original Debt Payment Amount and Date 168

15 Property Insurance In this section, inventory your insurance policies. Description of Property Insured Kind of Risk Insured Amount of Coverage Policy Number Name of Company Real estate Automobiles Other personal property Personal liability Other 169

16 Life Insurance and Annuities Inventory all life insurance policies and annuities carried on members of the family. Indicate kind of policy such as term, whole life, endowment, family income, etc. If owner of policy is not the person insured, give both names. Person Insured Kind of Policy Face Value Policy Number Beneficiary Name of Company Health Insurance Accident, Disability, Hospital Include health, major medical, other employers insurance, Medicare, and/or individual policies on family members. Person(s) Insured Kind of Policy Amount of Coverage Policy Number Name of Group or Company Providing Insurance 170

17 Power of Attorney If you have given someone the written legal power to act for you in case you become unable to handle your own financial affairs, indicate below. Name Address & Phone Number Wills Include information regarding construction and location of wills. Date of Latest Will Name(s) Executor Attorney Address Phone Number 171

18 Membership in Organizations/Clubs This list can help you track your memberships in church, civic, professional and other organizations. Name of organization/club Address & Phone Membership Information In whose name Number 172

19 Social Security, Retirement and Employment Information concerning these items is often needed in filing applications, checking records, settling estates, etc. Social Security Employment Record Name of Insured Social Security Number Family Member Dates of Employment Name of Employer Retirement, Pension, or Profit Sharing Plan Person in System Name of System 173

20 Guarantees and Warranties This list can help you track the guarantees and warranties you have on different items. (appliances, jewelry, etc) Item Coverage & Expiration Date Frequently Used Web sites, User Names and Passwords Keeping up with user names and passwords can be difficult especially when they must change periodically. This list can help you keep track of frequently used Web sites such as internet banking, online statements and online purchasing accounts (Amazon, ebay, etc.). Web site User Name Password 174

21 Household Inventory Room: This list can help you track the important items in your home. Make copies of this form and list inventory in each room separately. (A home video record can take the place of a written record as long as the information below is included.) Article Place & Date Purchased Model & Serial Number Cost 175