Your Valuable Records - Caregivers Library

Yo u r Valu able Re co rds

A fo r m t o h e lp y o u k e e p t r a ck o f a ll o f y o u r fa m ily 's v a lu a b le r e co r d s .

Your family is a small business unit, and it deserves to be operated just as efficiently as any other business. You have many papers necessary for managing your personal and business affairs. Some are more important than others, but all need to be accessible when needed, and stored in a safe place.

Receipts, documentation, proofs of ownership, and pieces of identification may be needed to collect insurance, pension, or retirement benefits; to receive military compensation; and to solve tax or inheritance problems. Do you know where all your records are located? Would someone else know in the case of your injury or death?

You may wish to keep two copies of this listing of valuable records--one in a safe deposit box or fireproof and burglarproof home safe, and another in a convenient location at home. Because of the nature of the information, even the copy kept at home should be stored in as safe a location as possible.

N AME:

D AT E:

Copy 1 St or e d W he r e :

Safe Deposit Box No./ Location:

Personal I nform ation

Family Member Name

Date of Birth

Copy 2 St or e d W he r e : Key:

Where Birth Certificate Kept Social Security Number

Where Social Security Card Kept

I m portant Advisers

Type

At t or n ey : Exect uor: Husband's Will Execut or: Wife's Will Religious Adviser: Doctor( s) :

Accout ant / Tax Adviser:

Name

Address

Telephone

Bank or Trust Officer: Business Manager: Health I nsurance Agent: Auto I nsurance Agent:

Hom e I nsurance Agent: Ot her:

Property

Type

Re sid e n ce s

Owner

Type of Ownership

Date Acquired

Location/ Description

Real Est at e

Where title is kept

Additional Information

Bu sin e ss

V a ca t ion

Motor Vehicles Other

Banking, Savings, and I nvestm ents

Type

Institution

Owner

Where records kept

ID#

Beneficiary

Value

Banking, Savings, and I nvestm ents ( cont'd.)

Type

Institution

Owner

Where records kept

ID#

St ock s, Mut ual Fu n d s,

Beneficiary

Value

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