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1 Branch phone # Financial Organizer Checklist Prepared/Updated Client Name General Items Address & phone of key contacts (investment professional, insurance agent, doctors, Lawyers, CPA, etc.) Social Security card Birth Certificate Passport/Citizenship papers Driver s license number/expir. date Adoption papers Marriage Certificate Pre-nuptial agreement Divorce or separation papers Safe and combination Safe deposit box(es) & keys Investment Documents Brokerage acct statements Mutual fund acct statements Indiv retirement plan statements Co. retir. plan stmts- all employers
2 Other company benefits (def. comp) Stock certificates not held in an acct Bearer bonds not held in an acct Alt investment docs (incl. K-1s) Investment club docs/records 529 college savings statements On-line securities transaction info Bene forms for IRA, 401K, etc Docs showing CB of sec.owned/sold Emergency Papers or Information Insurance and Annuity Life insurance policy documents Group life policies Health/Accid ins cards/claim record Var/fixed annuity stmts/documents Mortgage insurance policy Travel insurance policy Property & casualty policy docs Veterans admin insurance papers Bene forms for ins/annuity policies Financial Personal Documents documents needed to settle debts & transfer ownership per Last Will/Testament. Appraisal/inventory of valuable items Buy/sell or partnership agreements Def compensation agreement docs Federal/state gift-tax returns Prior years tax returns Motor vehicle title papers
3 Lawsuit or docs pending legal action Promissory notes (debts owed) Loans outstanding (money owed) Mortgage documents Med bills, prescript plan records Property and school tax records Real estate deeds Other titles of ownership Rental and/or lease agreements Trust documents/agreements Bank/Credit Documents- docs needed to settle outstanding credit accts & free up necessary cash to settle estate affairs Checking/money market acct stmts_ Checks (checking or money mkt) Passbook savings accounts Credit cards & acct statements Credit union acct books/stmts Emergency Papers or Information The items below may be needed when someone becomes seriously ill. Living Will/Health Care Proxy Durable Power of Attorney Financial institution s proprietary Power of Attorney forms The items below may be needed soon after someone dies. Last Will and Testament Military discharge papers Burial Instructions Cemetery plot deed
4 Pre-paid cremation documents Funeral home preference & Information Charitable donation preference(s) Letter of instruction from deceased to his/her executor or executrix Death Certificate Information for obituaries (resume) Investment and Insurance Products: Not Insured by FDIC or any Federal Government Agency May Lose Value Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Private Wealth Partners, LLC is a separate entity from WFAFN..
5 Online Passwords Keep this page for your records only. Financial Websites Bank Login Investment and Insurance Products: Not Insured by FDIC or any Federal Government Agency May Lose Value Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Private Wealth Partners, LLC is a separate entity from WFAFN..
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