Financial Records Organizer - Oppenheimer
Financial Records Organizer
Morgan Newman, CFP Director - Investments Oppenheimer & Co. Inc. 666 Third Ave, 13th Floor New York, NY 10017 Phone: 212-667-4160 Email: morgan.newman@
Table of Contents
Personal Information .................................................................................................................................... 1 Medical Information ..................................................................................................................................... 4 Pet Care......................................................................................................................................................... 7 Financial Information.................................................................................................................................... 8 Companysponsored Retirement Plans ...................................................................................................... 12 IRA Accounts ............................................................................................................................................... 14 Insurance Services....................................................................................................................................... 21 Life Insurance Information.......................................................................................................................... 23 Online/Social Media Accounts ....................................................................................................................30 Burial Instructions and Preferences............................................................................................................ 31 Notes........................................................................................................................................................... 37 Transferondeath Account......................................................................................................................... 32 Annuities .....................................................................................................................................................33 529 College Savings Plans ...........................................................................................................................36 Emergency Contact Information .................................................................................................................. 38 Local Emergency Phone Numbers ................................................................................................................. 38
Personal Information
Self
Full legal name (first, middle, last)
Maiden name
Home phone #
Address City
State
Zip
Cell phone # Personal email
Social Security # Date of birth
Employer name Employer Address
Driver's license # Passport #
U.S.
Other
City Work email
State
Zip
Work phone #
Military #
Military status
Spouse/Partner
Emergency contact name (at employer) Department/title of emergency contact name (at employer)
Full legal name (first, middle, last) Address City
Maiden name
State
Zip
Home phone # Cell phone # Personal email
Same as spouse/partner
Social Security # Date of birth Driver's license # Passport # Military #
U.S.
Other
Employer name Employer
Address
City
State
Zip
Work email
Work phone #
Emergency contact name (at employer)
Military status
Department/title of emergency contact name (at employer)
1
Children
Name
Health coverage Adult / Independent
Cell phone # Address
City
State
Zip
Name
Health coverage Adult / Independent
Cell phone # Address City
State
Zip
Name
Health coverage Adult / Independent
Cell phone # Address City
State
Zip
Name
Health coverage
Social Security # Passport # Under 18/ living at home Name of school / daycare Phone # Teacher / Principal Social Security # Passport # Under 18/ living at home Name of school / daycare Phone # Teacher / Principal Social Security # Passport # Under 18/ living at home Name of school / daycare Phone # Teacher / Principal Social Security # Passport #
U.S.
Other
U.S.
Other
U.S.
Other
U.S.
Other
2
Children (Continued)
Name
Health coverage Adult / Independent
Cell phone # Address
City
State
Zip
Name
Health coverage Adult / Independent
Cell phone # Address City
State
Zip
Emergency contacts (Backup support)
Full legal name (first, middle, last) Home/Cell phone # Email Full legal name (first, middle, last) Home/Cell phone # Email
Social Security # Passport # Under 18/ living at home Name of school / daycare Phone # Teacher / Principal Social Security # Passport # Under 18/ living at home Name of school / daycare Phone # Teacher / Principal
U.S.
Other
U.S.
Other
Full legal name (first, middle, last) Home/Cell phone # Email Full legal name (first, middle, last) Home/Cell phone # Email
3
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