PERSONAL RECORD KEEPER. Name Date

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Barry Terry
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1 PERSONAL RECORD KEEPER Date

2 Take the time to document the important information in your life, such as your household accounts, savings and insurance plans, and who your professional advisors are. Not only is this a convenient way to keep a better handle on your personal and financial information, it also becomes an invaluable tool for your loved ones should anything happen to you. Table of contents About Me and My Family My information 1 My spouse/partner 1 My children and grandchildren 1 Keeping Things Going Household Utilities/Service Providers 2 What I Own Savings and investments 3 Annuities 3 Real estate 3 Non-financial assets 4 My Banking 8 My Advisors Powers of attorney 8 Lawyer(s) 9 Accountant(s) 9 Financial advisor(s) 9 Health-care provider(s) 9 My Business Business banking information 10 Landlord information 10 Statements/ 10 MY benefit PLANS Pension plans 4 What I Owe Loan and/or line of credit 5 Credit card 5 My Insurance Life insurance 6 Health insurance 6 Other insurance 7 Important Documents Wills 11 Funeral arrangements 11 Safety deposit box 11 Passport information 11 ADDITIONAL INFORMATION of documents 12 Important codes 12 NOTES 13 Let your loved ones, including your Executor or Executrix, know where you will store this document so that they can easily find it when the time comes. It will help them navigate during a difficult period and ensure that your wishes are fulfilled. This document is for your personal records only and should be kept secure at all times.

3 ABOUT Me and MY FAMILY Your information (Legal) Fax Date of birth S.I.N. Driver s licence number Spouse/Partner (Legal) Fax Date of birth S.I.N. Driver s licence number Children (Legal) Date of birth Place of birth S.I.N. Health card number (Legal) Date of birth Place of birth S.I.N. Health card number Grandchildren Parents/Parents-in-law Parents/Parents-in-law Cell Place of birth Health card number Cell Place of birth Health card number (Legal) Date of birth Place of birth S.I.N. Health card number (Legal) Date of birth Place of birth S.I.N. Health card number Parents/Parents-in-law Parents/Parents-in-law PERSONAL RECORD KEEPER 1

4 Keeping things going Electricity/hydro provider Oil/gas provider Water/sewer provider Telephone and/or long distance provider Internet provider Security/alarm provider Cell phone provider Cable/satellite provider Newspaper/magazine Home maintenance provider Club membership Other PERSONAL RECORD KEEPER 2

5 what i own Savings and investments Account type Account type Account type Account type Account type Other investments (bonds, certificates, shares, etc.) Annuities Issuing company Policy Real estate Residence Purchase date Owner Deed location Mortgage Mortgage/Plan number Property tax Property number Municipality Account Account Account Account Account Purchase price PERSONAL RECORD KEEPER 3

6 Other property Purchase date Purchase price Owner Deed location Mortgage Mortgage/Plan number Property tax Property number Municipality Non-financial assets (car, art, equipment, jewellery, collectibles, etc.) MY BENEFIT PLANS Pension plans (defined benefit, defined contribution, DPSP, Group RRSP) name Plan number Plan type Beneficiary name Plan number Plan type Beneficiary PERSONAL RECORD KEEPER 4

7 name Plan number Beneficiary name Plan number Beneficiary Plan type Plan type What I owe Loan and/or line of credit Contact Information/Details Loan and/or line of credit Contact Information/Details Credit card on card Card number Credit card on card Card number Credit card on card Card number Credit card on card Card number PERSONAL RECORD KEEPER 5

8 my insurance Life insurance (term, whole, universal) Life insurance (term, whole, universal) Life insurance (term, whole, universal) Health insurance (disability, critical illness, long-term care) Health insurance (disability, critical illness, long-term care) Health insurance (disability, critical illness, long-term care) Beneficiary Beneficiary Beneficiary PERSONAL RECORD KEEPER 6

9 Other insurance (home, auto, travel, mortgage, etc.) Other insurance (home, auto, travel, mortgage, etc.) Other insurance (home, auto, travel, mortgage, etc.) Other insurance (home, auto, travel, mortgage, etc.) Other insurance (home, auto, travel, mortgage, etc.) Other insurance (home, auto, travel, mortgage, etc.) PERSONAL RECORD KEEPER 7

10 my banking of bank Personal contact of bank Personal contact of bank Personal contact my advisors Powers of attorney Attorney Attorney PERSONAL RECORD KEEPER 8

11 Spouse/Partner powers of attorney Attorney Lawyer(s) Firm Accountant(s) Firm Financial advisor(s) Firm Health-care provider(s) Attorney Firm Firm Firm PERSONAL RECORD KEEPER 9

12 My Business name Proprietor (sole, partnership, corporation) name Proprietor (sole, partnership, corporation) My partner(s ) name(s) Business banking information Bank Contact Landlord information/lease agreements Contact Statements/ Financial statements Lease agreements Incorporation documents Tax returns Pension details Insurance agreements Stock options Outstanding contracts Other Fax Fax Fax PERSONAL RECORD KEEPER 10

13 Important Documents Will Date of last Will Will location Executor/Executrix/ Trustee Spouse/Partner Will Date of last Will Will location Executor/Executrix/ Trustee Funeral arrangements Funeral home Contact name Other specific details Plot number and location Plot deed Contact name Safety deposit box Box 1 location Box number Box 2 location Box number Passport information Passport No. Surname Given names Nationality Date of birth Place of birth Date of issue Key location Key location Issuing country Sex Date of expiry PERSONAL RECORD KEEPER 11

14 Spouse passport information Passport No. Surname Given names Nationality Date of birth Place of birth Date of issue Issuing country Sex Date of expiry additional information of documents Birth certificate Spouse/Partner birth certificate Child s/children s birth certificate(s) Marriage certificate Citizenship Passport(s) Medical records Income tax returns Banking records Investment records Loans Mortgages Vehicle ownership(s) Separation/Divorce papers Custody/Adoption records Other Important codes Home alarm code Computer code Garage door code Business alarm code Business key location Cottage alarm code Cottage key location Key/Code to safe location Other PERSONAL RECORD KEEPER 12

15 NOTES PERSONAL RECORD KEEPER 13

16 11DWD193_DF_Snapshots_Organizer_Generic_EN_V1_3 MOE5986 Dynamic Funds and Snapshots are trademarks of their owner, used under license. Dynamic Funds is a division of GCIC Ltd.

TABLE OF CONTENTS. Personal information 2. Personal advisors 3. Your professional advisors 3. Important documents / Items 4.

TABLE OF CONTENTS. Personal information 2. Personal advisors 3. Your professional advisors 3. Important documents / Items 4. ESTATE PLANNING ESTATE RECORD KEEPER 1 TABLE OF CONTENTS Personal information 2 Your information2 Children2 Other beneficiaries of your Will2 Personal advisors 3 Your powers of attorney3 Your spouse /