Schedule of Life Insurance, Retirement Plans, IRAs, etc



Location of Important Documents and Information for (Names) _________________________________ Last Updated ______________ Tips: If you have not documented any of this information before, do one page at a time to make it more manageable. If an item does not apply to you, mark it “NA” (not applicable). Keep this document in a safe place, such as a safe deposit box. For an electronic version in Microsoft Word format, visit . If you save the completed document on your PC, make sure the document is secure. ItemLocation of Actual Document or ItemName of Company or Contact Information Policy or Account No.Additional Notes/BeneficiaryWillName of executor or administratorMedical directivesDurable power of attorneyPerson you have given POATrust documentsTrustee/successor trustee nameDeeds/real estate documentsProperty addressesBirth certificatesPassportsMarriage licenseDivorce/guardian/custodian papersChildren’s records/deferred tuition records Military papersHealth recordsVehicle/boat title(s) Cancelled Checks/CheckbooksFinancial PlanTax returns and recordsBusiness agreementsSafe deposit boxLocation of keysFinancial institution name and branch Box #Who has accessInsurance Policies: Primary health insurance papersAdditional health or hospitalization insurance Medicare cardMedicare supplement policyLong-term care policyAuto insurance policyHomeowners policyLife insurance policyDeath Benefit AmountLife insurance policyDeath Benefit AmountAccidental death and dismemberment policy Disability insurance policyOther insurance policyFuneral/Burial:Funeral arrangementsCemetery lot deed Professional Services:Financial AdvisorCPAAttorneyCredit Union/Bank Accounts:Checking accountSavings accountOther accounts Loans/Other Debts: Mortgage Vehicle loan Other loans/credit cardsInvestments:BondsBrokerage AccountsMutual Funds (held direct)Partnership AgreementsPartnership AccountsStock CertificatesStock Option PlansAnnuity ContractsRetirement/ IRAs/Deferred Compensation Plans:Pension/retirement plan401(k) plan/other deferred compensation planProfit sharing planIndividual Retirement AccountsOther Assets of Value: ................
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