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: ................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related searches
- best retirement plans for individuals
- small business retirement plans comparison
- aarp life insurance plans for seniors
- tax implications of life insurance payout
- taxation of life insurance gains
- cost of life insurance calculator
- end of life insurance plans
- tax treatment of life insurance payout
- different types of life insurance explained
- comparison of retirement plans chart
- end of life insurance coverage
- end of life insurance providers