Checklist: Financial Accounts & Assets
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1 Checklist: Financial Accounts & Assets Getting Started Don t let disorganization become one of your biggest money problems. This checklist includes the following: Important Financial Contacts Financial Accounts & Investments Credit Cards Tax Returns Property: Owned & Rented Vehicles Loans Safe Deposit Box Misc. Valuables Remember Create an Everplan to easily and securely update and share this vital info with the people you love and trust Beyondly, Inc. This guide should not be taken as legal, financial or medical advice. Page 1 of 6
2 Important Contacts Accountant Financial Advisor Lawyer Other BANK ACCOUNTS Have a recent account statement for each, location of related items (example: checkbooks, passbooks), and login information for online management. Checking Bank: Last 4 Digits: Savings Bank: Last 4 Digits: ATM/Debit Bank: Last 4 Digits: Other: INVESTMENTS / PENSIONS / BENEFITS Have a recent statement for each account, as well as login information for online management. Stocks Bonds Mutual Funds Military Benefits 401(k) 403(b) IRA Roth IRA Pension (SEP / SARSEP) 529/College Savings Other (Example: Trust Fund, Business Interests/Stock Options): 2015 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice. Page 2 of 6
3 CREDIT CARDS Have a recent statement for each card, as well as login information for online management. You can list any rewards you receive for using the card next to Benefits. American Express: Discover Mastercard Visa Other: Write the name of the store-based credit card (Example: Target, Exxon, Wal-Mart, etc.); have a recent statement for each and the login information for online management. Other: 2015 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice. Page 3 of 6
4 TAX RETURNS These are the ideal financial blueprints for people in your life to understand your estate. Location Of Recent Tax Returns: Tax Prep (circle one): Accountant Software/Online Service Name Of Accountant or Service: Contact or Login Info: PROPERTY: OWNED Address: Location of Deed: Location of Mortgage Paperwork: Mortgage Company Name/Contact Info: Account Number (if applicable): PROPERTY: RENTED Address: Location of Lease: Landlord Contact Info: Monthly Rent: Security Deposit: Lease End Date: 2015 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice. Page 4 of 6
5 VEHICLES Vehicle Type: Ownership Status (circle one): Owned (Financed) Leased Owned & Paid Off Location of Title/Lease: Finance Company (if applicable): Vehicle Type: Ownership Status (circle one): Owned (Financed) Leased Owned & Paid Off Location of Title/Lease: Finance Company (if applicable): LOANS Keep track of the following info and once the loan is paid off feel free to mark it PAID and celebrate. Type Of Loan (circle one): Line of Credit Personal Loan Student Loan Other Name Of Financial Institution: Account Number: Location of Related Documents: Additional Details & Instructions: Type Of Loan (circle one): Line of Credit Personal Loan Student Loan Other Name Of Financial Institution: Account Number: Location of Related Documents: Additional Details & Instructions: 2015 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice. Page 5 of 6
6 SAFE DEPOSIT BOX Ensure someone you trust knows how to access your safe deposit box. Name Of Bank/Branch Location: Account Number: Key Location: Authorized Users Contact Info: Additional Details & Instructions: Box Number: OTHER VALUABLES & ASSETS Keep track of any valuables, cash, or other assets you don t want disappearing after you re gone NOTES & PERSONAL THOUGHTS Use this section for any important information, personal thoughts, or anything we may have missed. Remember, you can do this all online. Create an Everplan so this info, along with much more, is neatly organized, securely stored, and easy to share with the people you care about most. CREATE YOUR FREE EVERPLAN NOW: Create, store, and share all of the information in this document (and so much more) in a personalized Everplan so it s accessible to those who will need it Beyondly, Inc. This guide should not be taken as legal, financial or medical advice. Page 6 of 6
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