FINANCES. Personal Accountant FINANCIAL. Firm Name: Accountant Name: Address: Telephone: Fax: Website: Assistant Name: Assistant Telephone:

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1 FINANCIAL Personal Accountant Firm Name: Accountant Name: Address: FINANCES Website: Assistant Name: Assistant Assistant Taken from Later Is Too Late...Susan Covell Alpert

2 FINANCIAL Financial Advisor Firm Name: Advisor Name: Address: Website: FINANCES Assistant Name: Assistant Assistant

3 ASSETS Assets at a Glance Check if you have the item and know where the information is located. Highlight or circle if you need to act on it. Cross it out if it s irrelevant to you. You might also choose to include the monetary value of each asset. FINANCES - ASSETS 1 Bank Account 1 1 Bank Account 2 1 Bank Account 3 1 Brokerage accounts 1 Investments not with broker 1 Annuities 1 Real estate holdings 1 Personal bonds 1 Custodial accounts 1 Pension plans 1 Retirement plans 1 401K 1 IRA (signify what type of IRA: Traditional, Rollover, Spousal, Roth, SEP) 1 Education savings accounts or 529 plans 1 Cash surrender of life insurance policies 1 Other assets (gold, silver, collectables) 1 Vehicle value 1 Monies owed to you 1 Additional assets

4 FINANCIAL Bank Account 1 FINANCIAL Bank Account 1 Bank Name: Account No.: Type of Account: FINANCES - ASSETS Bank Contact: Branch Address: Banking Website: Username & Password:

5 FINANCIAL Bank Account 2 FINANCIAL Bank Account 2 Bank Name: Account No.: Type of Account: FINANCES - ASSETS Bank Contact: Branch Address: Banking Website: Username & Password:

6 FINANCIAL Bank Account Bank 3 Account 3 Bank Name: Account No.: Type of Account: FINANCES - ASSETS Bank Contact: Branch Address: Banking Website: Username & Password:

7 FINANCIAL FINANCIAL Brokerage Brokerage Account Account Firm Name: Contact: Address: FINANCES - ASSETS Website: Assistant Name: Assistant Assistant Assistant

8 FINANCIAL Investment Not with a Broker #1 Investment Name: Contact: Address: FINANCES - ASSETS FINANCIAL Investment Not with a Broker #2 Investment Name: Contact: Address:

9 FINANCIAL Annuity Institution Name: Type of Account: Account Number: Contact: FINANCES - ASSETS Address: FINANCIAL Real Estate Holding #1 Property Name: Property Address: Contact: Address:

10 FINANCIAL Real Estate Holding #2 Property Name: Property Address: Contact: Address: FINANCES - ASSETS FINANCIAL Name: Contact: Address: Personal Bond

11 FINANCIAL Custodial Account Institution Name: Account Name: Account Number: Contact: Address: FINANCES - ASSETS FINANCIAL Pension Plan Name of Plan: Type of Plan: Plan ID Number: Contact: Address:

12 FINANCIAL Retirement Plan Name of Plan: Account Name: Account ID Number: Institution: Contact: FINANCES - ASSETS Address: FINANCIAL 401K Institution Name: Account Name: Account Number: Contact: Address:

13 FINANCIAL IRA Institution Name: Account Name: Account Number: Contact: Address: FINANCES - ASSETS FINANCIAL Education Savings Institution Name: Account Name: Account Number: Beneficiary: Contact: Address:

14 FINANCIAL Cash Surrender of Life Insurance Policies Policy Name: Contact: Address: FINANCES - ASSETS FINANCIAL Other Assets (Gold, Silver, Collectables) Item(s): Held At: Appraisal Contact: Address:

15 FINANCIAL Vehicle 1 Make: Year: Model: FINANCES - ASSETS VIN: FINANCIAL Vehicle 2 Make: Year: Model: VIN:

16 FINANCIAL Monies Owed to You Debtor Name: Address: FINANCES - ASSETS FINANCIAL Describe #1: Describe #2: Describe #3: Additional Assets

17 Insurance & Other Policies Policies at a Glance FINANCES - INSURANCE Check if you have the item and know where the information is located. Highlight or circle if you need to act on it. Cross it out if it s irrelevant to you. You might also choose to include the monetary value of each policy. 1 Life insurance policy 1 1 Life insurance policy 2 1 Long-term care insurance policy 1 Health and Rx insurance 1 Casualty insurance policy 1 Personal insurance policy 1 Umbrella insurance policy 1 Property insurance policy 1 Mortgage insurance policy 1 Valuables (art, jewelry, silverware) insurance policy 1 Travel insurance policy 1 Automobile insurance policy 1 Other vehicle insurance policy 1 Veterans Administration policy 1 Military benefits or military survivor benefits policy 1 Credit card or bank-sponsored policy 1 Association-sponsored policy 1 Employer or union-sponsored policy

18 FINANCIAL Life Insurance Policy No. 1 Insured: FINANCES - INSURANCE Policy Owner: Beneficiaries: Agent Name: Website: Username & Password:

19 FINANCIAL Life Insurance Policy No. 2 Insured: FINANCES - INSURANCE Policy Owner: Beneficiaries: Agent Name: Website: Username & Password:

20 FINANCIAL Long-Term Care Insurance Policy Name on Policy: FINANCES - INSURANCE Agent Name: Website: Username & Password:

21 FINANCIAL Health Insurance Primary Policy Name on Policy: FINANCES - INSURANCE Contact Name: Website: Username & Password:

22 FINANCIAL Health Insurance Secondary or Rx Policy FINANCES - INSURANCE Name on Policy: Contact Name: Website: Username & Password:

23 FINANCIAL Casualty Insurance Policy FINANCES - INSURANCE Name on Policy: Agent Name: Website: Username & Password:

24 FINANCIAL Personal Insurance Policy FINANCES - INSURANCE Name on Policy: Agent Name: Website: Username & Password:

25 FINANCIAL Umbrella Insurance Policy FINANCES - INSURANCE Name on Policy: Agent Name: Website: Username & Password:

26 FINANCIAL Property Insurance Policy #1 Location of Property: FINANCES - INSURANCE Name on Policy: Agent Name: Website: Username & Password:

27 FINANCIAL Property Insurance Policy #2 Location of Property: FINANCES - INSURANCE Name on Policy: Agent Name: Website: Username & Password:

28 FINANCIAL Mortgage Insurance Policy Location of Property: FINANCES - INSURANCE Names on Policy: Dates of Birth: Beneficiaries: Agent Name: Website: Username & Password:

29 FINANCIAL Valuables (Art, Jewelry, Silverware) Insurance Policy FINANCES - INSURANCE Name on Policy: Agent Name: Website: Username & Password:

30 FINANCIAL Travel Insurance Policy FINANCES - INSURANCE Name on Policy: Beneficiaries: Agent Name: Website: Username & Password:

31 FINANCIAL Automobile Insurance Policy FINANCES - INSURANCE Type of Vehicle: Identification Number: Name on Policy: Contact Name: Website: Username & Password:

32 FINANCIAL Other Vehicle Insurance Policy Vehicle Description FINANCES - INSURANCE Identification Number: Name on Policy: Contact Name: Website: Username & Password:

33 FINANCIAL Veterans Administration Policy Name on Policy: FINANCES - INSURANCE Beneficiaries: Contact Name: Website: Username & Password:

34 FINANCIAL Military Benefits or Military Survivor Benefits Policy FINANCES - INSURANCE Name on Policy: Beneficiaries: Contact Name: Website: Username & Password:

35 FINANCIAL Credit Card or Bank-Sponsored Policy FINANCES - INSURANCE Name on Policy: Beneficiaries: Contact Name: Website: Username & Password:

36 FINANCIAL Association-Sponsored Policy FINANCES - INSURANCE Name on Policy: Beneficiaries: Contact Name: Website: Username & Password:

37 FINANCIAL Employer or Union-Sponsored Policy FINANCES - INSURANCE Name on Policy: Beneficiaries: Contact Name: Website: Username & Password:

38 Liabilities Liabilities at a Glance FINANCES - LIABILITIES Check if you have the item and know where the information is located. Highlight or circle if you need to act on it. Cross it out if it s irrelevant to you. To get a clear picture of your finances, you should add the amounts for each item Mortgage Bank loan Line of credit Other loan Credit card 1 Credit card 2 Credit card 3 Auto loan Association fees Unpaid taxes Outstanding bills Eldercare obligations Alimony Childcare support Renter agreement Utility bills Additional liabilities/payables

39 FINANCIAL Mortgage FINANCES - LIABILITIES Property Address: Name on Policy: Contact Name:

40 FINANCIAL Bank Loan Bank Name: Loan Number: FINANCES - LIABILITIES Branch: Type of Loan: Contact Name: FINANCIAL Line of Credit Bank Name: Branch: Name on Policy: Contact Name:

41 FINANCIAL Other Loan FINANCES - LIABILITIES Name on Policy: Contact Name: FINANCIAL Credit Card 1 Name on Card: Card Number: Security Number:

42 FINANCIAL Credit Card 2 Name on Card: FINANCES - LIABILITIES Card Number: Security Number: FINANCIAL Credit Card 3 Name on Card: Card Number: Security Number:

43 FINANCIAL Auto Loan Institution Name: FINANCES - LIABILITIES Vehicle Description: Identification Number: Name on Policy: Contact Name: FINANCIAL Association Fees Association Name: Contact Name:

44 FINANCIAL Unpaid Taxes Government Department: Type of Tax: FINANCES - LIABILITIES Identification Number: Name Contact Name:

45 FINANCIAL Outstanding Bills FINANCES - LIABILITIES Type and Description: Name on Bill: Identification Number: Contact Name:

46 FINANCIAL Eldercare Obligations Type and Description: FINANCES - LIABILITIES Name: Contact Name: FINANCIAL Alimony Money Due To: Agreement: Contact Name:

47 FINANCIAL Childcare Support Payable To: Names of children: FINANCES - LIABILITIES Dates of Birth: Contact: FINANCIAL Renter Agreement Name of Lessor: Property Address: Contact Person: Contact Address:

48 FINANCIAL Additional Liabilities/Payables Payable To: Description: FINANCES - LIABILITIES Contact Name: