We cannot anxiety as well often the prestige of gaining your individual affairs in order. This procedure is crucial for everyone, but also even more vital for those that frequently find themselves living ameans from family and friends. Throughout your life, you have tried to defend your loved ones and also now you have actually a chance to help them at a time once they will certainly require that assist the the majority of. Taking the moment to plan now and record information for your loved ones will be the the majority of unselfish gifts of love you deserve to offer.

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What My Family Should Know

Although many kind of of us are reliable in our daily resides and store meticulous records in our professions, a lot of of us leave insufficient and incomplete records of our economic and personal affairs once we die.

When and also how your benefits will certainly be phelp and just how your estate will be settled are many questions that must be answered. This overview has actually been compiresulted in help you document the necessary facts for your family members, your attorney and your executor.

We indicate you finish this document and save it in a safe area so it will certainly be easily accessible for possible revisions by you and also later use by your household. It is not recommfinished that you save this overview in your security deposit box because most are sealed after death.

PERSONAL INFORMATION

Name:

Social Security No.

Date of Birth:

Place of Birth:

Current Home Address:

Home Telephone #:

Work Telephone #:

Supervisor’s Telephone #:

Prior or Permanent Address:

Marital Status:

Married:

Divorced:

Widowed:

Single:

Separated:

Date and also Place of Marriage:

Name of Spouse:

(Please finish if various than above)

Current Home Address:

Telephone #:

Spouse’s Employer:

Address of Employer:

Work Telephone #:

Name of Former Spouse:

Current Home Address:

Work Telephone #:

Date & Place of Marriage:

Date & Place of Divorce:

Regisattempt of Children:

Given Name

Date of Birth

Place of Birth

SSN

Address

Current as of:

PERSONAL INFORMATION - SPOUSE

Name:

Social Security No.

Date of Birth:

Place of Birth:

Current Home Address:

Home Telephone #:

Work Telephone #:

Supervisor’s Telephone #:

Prior or Permanent Address:

Marital Status:

Married

Divorced

Widowed

Single

Separated

Date and Place of Marriage:

Name of Spouse:

(Please finish if various than above)

Current Home Address:

Telephone #:

Spouse’s Employer:

Address of Employer:

Work Telephone #:

Name of Former Spouse:

Current Home Address:

Work Telephone #:

Date & Place of Marriage:

Date & Place of Divorce:

Regisattempt of Children:

Given Name

Date of Birth

Place of Birth

SSN

Address

Current as of:

FAMILY REGISTRY

Grandchildren

Name

Date of Birth Place of Birth SSN Their Parents

Husband’s Family

Name of Father:

SSN:

Current Home Address:

Telephone #:

Work Telephone #:

Name of Mother:

SSN:

Current Home Address:

Telephone #:

Work Telephone #:

Registry of Brothers and also Sisters

Given Name

Date of Birth

Place of Birth

Address

Wife’s Family

Name of Father:

SSN:

Current Home Address:

Telephone #:

Work Telephone #:

Name of Mother:

SSN:

Current Home Address:

Telephone #:

Work Telephone #:

Registry of Brothers and also Sisters

Given Name

Date of Birth

Place of Birth

Address

If any kind of of the above household members are deceased, please suggest day of fatality next to the name.

Current as of:

IN CASE OF EMERGENCY

THESE PEOPLE MUST BE NOTIFIED

Name:

Relationship:

Address:

Home Phone:

Work Phone:

Name:

Relationship:

Address:

Home Phone:

Work Phone:

Name:

Relationship:

Address:

Home Phone:

Work Phone:

Name:

Relationship

Address:

Home Phone:

Work Phone:

Name:

Relationship

Address:

Home Phone:

Work Phone:

Name:

Relationship:

Address:

Home Phone:

Work Phone:

Name:

Relationship:

Address:

Home Phone:

Work Phone:

Name:

Relationship:

Address:

Home Phone:

Work Phone:

Name:

Relationship:

Address:

Home Phone:

Work Phone:

Name:

Relationship:

Address:

Home Phone:

Work Phone:

Name:

Relationship:

Address:

Home Phone:

Work Phone:

Current as of:

IMPORTANT BUSINESS AND PERSONAL CONTACTS

TO BE NOTIFIED

Immediate Supervisor:

Office Phone:

Home Phone:

Spouse’s Supervisor:

Office Phone:

Home Phone:

Personal Physician:

Address:

Office Phone:

Home Phone:

Clergy:

Address:

Office Phone:

Home Phone:

Attorney:

Address:

Office Phone:

Home Phone:

Dentist:

Address:

Office Phone:

Home Phone:

Accountant:

Address:

Office Phone:

Home Phone:

Insurance Agent:

Insurance Agency:

Address:

Office Phone:

Banker:

Bank Name:

Address:

Office Phone:

Broker:

Investment Co.

Address:

Office Phone:

Other:

Relationship:

Address:

Home Phone:

Work Phone:

Current as of:

PERSONAL FINANCE INFORMATION

Bank:

Checking Account No.:

Is Account Joint?

Savings Account No.:

Is Account Joint?

Bank:

Checking Account No.:

Is Account Joint?

Savings Account No.:

Is Account Joint?

Bank:

Checking Account No.:

Is Account Joint?

Savings Account No.:

Is Account Joint?

Certificate of Deposit #:

Bank:

Certificate is preserved at:

Safety Deposit Box #:

Bank:

Address of Bank/Branch:

Safe Deposit Box is accessible by:

Key is kept at:

DD214 – Record of Military Service is situated at:

Investment/Stock Portfolio is located at:

Bonds Portfolio is located at:

IRA Certificate and also file are situated at:

401K Retirement Documents is located at:

Credit Card Accounts:

Name:

Account Number:

Issued by:

Is Account Balance Insured?

Name:

Account Number:

Issued by:

Is Account Balance Insured?

Name:

Account Number:

Issued by:

Is Account Balance Insured?

Name:

Account Number:

Issued by:

Is Account Balance Insured?

Name:

Account Number:

Issued by:

Is Account Balance Insured?

Current as of:

REAL ESTATE

We/I own the property situated at:

Mortgage on the building is hosted by:

Address:

Monthly Payments:

Balance of Loan:

Value of Property:

Homeowners Insurance Held by:

Homeowners Insurance Policy is located at:

Mortgage Insurance if any:

Mortgage Insurance Policy situated at:

I/We own various other actual estate at: (List addresses and also exact same information as above):

Deeds, taxes documents and pay documents are situated at:

AUTOMOBILE AND AUTO INSURANCE

Make

Model

Year

Registered To

Status of

Ownership

TRAILERS AND OTHER MOTOR VEHICLES

Make

Model

Year

Registered To

Status of

Ownership

OTHER IMPORTANT INFORMATION

Current as of:

A SUMMARY OF MY EMPLOYEE BENEFITS

Health Insurance

I have actually Self Only

Or Family

Coverage via the complying with wellness plan:

This is a federal plan

YES:

NO:

I/We have actually added coverage under my spouse’s health plan

YES:

NO:

That plan is

And is gave by:

Life Insurance (1)

I have actually Life Insurance in the amount of $

With

Company.

I have a designation of beneficiary on file:

YES:

NO:

The beneficiary named is:

He/She is conscious of this designation:

YES:

NO:

Life Insurance (2)

I have actually Life Insurance in the amount of $

With

Company

I have actually a desigcountry of beneficiary on file:

YES:

NO:

The beneficiary named is:

He/She is mindful of this designation:

YES:

NO:

I am enrolled in other employee funded supplemental insurance plans:

Yes:

No:

Plan Names:

Leaves Balances/Leave Programs:

As of (date):

Hours of yearly leave:

Hours of sick leave:

I am a member of a Medical Leave Sharing Program:

Yes:

No:

The beneficiary names is:

He/She is conscious of this designation:

Yes:

No:

Investment Plans:

I am a member of Thrift:

Yes:

No:

If yes, existing balance:

I have a designation of beneficiary on file:

Yes:

No:

The beneficiary named is:

He/She is aware of this designation:

Yes:

No:

I am a member of another employee investment plan

Yes:

No:

I have a designation of beneficiary on file:

Yes:

No:

The beneficiary called is:

He/She is aware of this designation:

Yes:

No:

Current as of:

RETIREMENT

I am a federal employee

Yes:

No:

If federal employee, I am under the:

Civil Service Retirement System (CSRS)

Federal Employees Retirement System (FERS)

Other

I am eligible for retirement as of:

*
*
Due to prior army business or federal organization, I have actually been advised that I may should pay either a deposit or a re-deposit to completely get credit for that company. Yes: No:

Have deposits/re-deposits been paid?

Yes:

No:

*
*
If my fatality occurs before retirement, my spousage is aware that he/she might be eligible for a survivor annuity? Yes: No:

Amount: $

Per month. Restrictions/Limitations:

Social Security:

*
*
If I am a federal employee under FERS, is my spouse mindful he/she and the kids might qualify for benefits under Social Security. Yes: No:

More Benefits Information:

Current as of:

FINAL WISHES

Name:

Church Preference:

Religious Affiliation:

Clergy:

Phone:

Funeral Home Preference:

Address:

Phone:

I have a Pre-Passist Burial Plan:

YES

NO:

I would certainly favor to have actually funeral solutions organized at:

Funeral Home

Name of Funeral Home:

Church:

Name of Church:

Address:

Phone #:

I prefer:

Internment

Entombment

Cremation

My choice of cemetery is:

I have not purchased a lot.

I have purchased a lot.

The lot is in the name of:

Location of deed for lot:

I would certainly choose to have actually the adhering to persons act as pallbearers:

If cremated, what execute you wish done via your ashes?

Would you want an obituary published?

YES:

NO:

Please list the complying with in my obituary:

I am entitled to Veterans Benefits:

YES:

NO:

I am entitresulted in Military Honors:

YES:

NO:

Musical Selections:

Special Repursuits for Service:

Current as of:

FINAL WISHES

Name:

Church Preference:

Religious Affiliation:

Clergy:

Phone:

Funeral Home Preference:

Address:

Phone:

I have a Pre-Paid Burial Plan:

YES

NO:

I would like to have funeral solutions organized at:

Funeral Home

Name of Funeral Home:

Church:

Name of Church:

Address:

Phone #:

I prefer:

Internment

Entombment

Cremation

My choice of cemetery is:

I have actually not purchased a lot.

I have actually purchased a lot.

The lot is in the name of:

Location of deed for lot:

I would certainly like to have actually the complying with persons act as pallbearers:

If cremated, what perform you wish done through your ashes?

Would you desire an obituary published?

YES:

NO:

Please list the adhering to in my obituary:

I am entitled to Veterans Benefits:

YES:

NO:

I am entitresulted in Military Honors:

YES:

NO:

Musical Selections:

Special Repursuits for Service:

Current as of:

TRUSTS AND POWERS OF ATTORNEY

An attorney deserve to ideal advise you if you must execute a Will. While it is possible to perform Wills making use of various software program packperiods, it is not advisable to do so without having actually it reviewed by an attorney. Even coping and also old Will can be a problem, if you have actually changed your home of record or have any kind of transforms in your household or your assets. You have to also rely on your attorney to advise you regarding a power of attorney. While many kind of have the right to be done without the use of an attorney, again the money is well spent if it ensures you and your family that your affairs are in order.

I have actually a Will that is located at:

The attorney that handled my Will is:

At the Law Firm of:

Phone Number:

My last Will is dated:

The Executor is:

Legal Guardianship Documents are located at:

TRUST FUNDS

You may wish to look for the advice of your attorney and investment counselor to determine if developing a Trust Fund would be useful. Tbelow are many type of types of Trust Funds for miscellaneous objectives and each have to be done by an attorney. Just remember that if you are establishing up a trust fund and want your employee benefits to be paid right into the trust, than you must upday your beneficiary develops to reflect this.

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LIVING WILL OR HEALTH CARE POWER OF ATTORNEY

Individuals might also wish to execute a Living Will or Health Care Power of Attorney that instructs family members members and also physicians what actions they may desire taken need to they become unable to make health and wellness treatment decisions for themselves. Because copies of these documents may not be embraced by a physician, you must encertain that signed originals must be given to your exclusive medical professional, your family members members and also probably your attorney.