Fix Your Finances Forms

Transcription

1 Financial Accounts/Assets Fix Your Finances Forms BANK ACCOUNT 1 Financial Institution Account Number/ Type of Account Date opened/purchased Balance / Rate of Return Date of Maturity BANK ACCOUNT 2 Financial Institution Account Number/ Type of Account Date opened/purchased Balance / Rate of Return Date of Maturity 130

2 Appendix: Important Forms and Information Financial Accounts/Assets BANK ACCOUNT 3 Financial Institution Account Number/ Type of Account Date opened/purchased Balance / Rate of Return Date of Maturity BANK ACCOUNT 4 Financial Institution Account Number/ Type of Account Date opened/purchased Balance / Rate of Return Date of Maturity 131

3 Insurance LIFE INSURANCE Type of Policy Agent / Amount of Policy Policy Number Monthly Payment Beneficiaries / those covered by policy HEALTH INSURANCE Agent / Policy Number Monthly Payment Beneficiaries / those covered by policy 132

4 Appendix: Important Forms and Information Insurance DENTAL INSURANCE Agent / Policy Number Monthly Payment Beneficiaries / those covered by policy EYE INSURANCE Agent / Policy Number Monthly Payment Beneficiaries / those covered by policy 133

5 Insurance AUTO INSURANCE Agent / Policy Number Monthly Payment Vehicles covered by policy HOME INSURANCE Agent / Policy Number Monthly Payment 134

6 Appendix: Important Forms and Information Debts / Liabilities Bank / Debtor Balance Monthly # Months Due Owed Payment Remaining Date Mortgage Auto 1 Auto 2 Auto 3 Credit Card 1 Credit Card 2 Credit Card 3 Credit Card 4 Medical Bills Medical Bills Other Other 135

7 s of Financial Professionals CPA PERSONAL BANKER 136

8 Appendix: Important Forms and Information ATTORNEY FINANCIAL ADVISOR STOCKBROKER 137

9 Physicians, Caregivers OPHTHALMOLOGIST Street Address OPTICIAN Street Address 138

10 Appendix: Important Forms and Information DENTIST Street Address M.D. Street Address SPECIALIST Street Address 139

11 Documents to Gather Location Document Passports Birth Certificates Copies of Drivers Licenses Estate Plan/Trust/Will (See next page) Social Security Cards Death Certificates Marriage Certificate Property Deed; Mortgage Papers Auto Titles Post Office Box information and keys Safe Deposit Box *(See Below) Subscription records Residential Inventory Armed Service Discharge Papers Funeral Plans Computer Passwords 140

12 Appendix: Important Forms and Information Estate Plan/Trust/Will Type Date Executed of Testator Location of Original Location of Copy Personal Representative Trustee Trustee Trustee Trustee Guardian Gaurdian Guardian Gaurdian Power of Attorney Date of Last Codicil Prepared by 141

13 Safety Deposit Box Bank Address Box Number Date Opened Authorized signers Persons with Keys Inventory Item Date Deposited Item Date Deposited Item Date Deposited Item Date Deposited Item Date Deposited 142

14 Appendix: Important Forms and Information Investments MONEY MARKET Institution Account Number / Date opened Balance / Rate of Return Date of Maturity IRA Institution Account Number / Date opened Balance / Rate of Return Date of Maturity 143

15 RETIREMENT ACCOUNT Institution Type of Investment Account Number / Date opened Balance / Rate of Return Date of Maturity Beneficiaries OTHER INVESTMENTS Institution Account Number / Date opened Initial Investment Balance / Rate of Return Date of Maturity Beneficiaries 144

16 Appendix: Important Forms and Information STOCKS 1 Broker Stock Location of Certificate Initial Investment Number of Shares Price per Share Commission Total Investment STOCKS 2 Broker Stock Location of Certificate Initial Investment Number of Shares Price per Share Commission Total Investment 145

17 Occupation Information Employer Address Employer Address 146

18 Appendix: Important Forms and Information Business Owned Financial Accounts held at Account Numbers Shareholders, co-owners, etc. (/Phone/ ) Shareholders, co-owners, etc. (/Phone/ ) Shareholders, co-owners, etc. (/Phone/ ) Shareholders, co-owners, etc. (/Phone/ ) Product Storage Location Other Business Contacts Other Business Contacts Other Business Contacts Other Business Contacts 147

19 Monthly Bills ITEM Due Owed To Amount Balance Date Company / if applicable Tithing Savings Mortgage Home Insurance Auto Payment Auto Insurance Utilities / Gas Water Phone Cell Phone Internet Cable/Satellite Health Insurance Credit Card Credit Card Other Other 148