Post on 12-Oct-2019
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Personal Information OrganizerYour source to record all personal information in one convenient place.
Table of Contents
Personal Information.............................................................................................................3Important Contacts................................................................................................................4Important Document Directory............................................................................................6Family Documents..................................................................................................................6Financial Documents.............................................................................................................6Legal Documents...................................................................................................................6Other Documents...................................................................................................................6Financial Information.............................................................................................................7Insurance................................................................................................................10Legal...............................................................................................................................12Supplemental Information..................................................................................................14Pre-Planning of Funeral and Burial Arrangements...........................................................17
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Family
Personal/Family Information
Spouse/Partner
First Child
Second Child
NAME
ADDRESS
CITY EDOC PIZETATS
DATE OF BIRTH (use MM/DD/YY format) NO DETADPU TSAL SAW TNEMUCOD SIHTREBMUN YTIRUCES LAICOS
NAME (including maiden name)
DATE OF BIRTH (use MM/DD/YY format) SOCIAL SECURITY NUMBER
CITY EDOC PIZETATS
HTRIB FO ETADREBMUN ENOHP (use MM/DD/YY format) SOCIAL SECURITY NUMBER
NAME
ADDRESS
CITY EDOC PIZETATS
HTRIB FO ETADREBMUN ENOHP (use MM/DD/YY format) SOCIAL SECURITY NUMBER
NAME
ADDRESS
Other Dependent - Relationship:
CITY EDOC PIZETATS
HTRIB FO ETADREBMUN ENOHP (use MM/DD/YY format) SOCIAL SECURITY NUMBER
NAME
ADDRESS
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Important Contacts
CITY EDOC PIZETATS
PHONE NUMBER
NAME
ADDRESS
CITY EDOC PIZETATS
PHONE NUMBER
NAME
ADDRESS
CITY EDOC PIZETATS
PHONE NUMBER
NAME
ADDRESS
CITY EDOC PIZETATS
PHONE NUMBER
NAME
ADDRESS
CITY EDOC PIZETATS
PHONE NUMBER
NAME
ADDRESS
Attorney Information
Landlord Information
Financial Planner Information
Accountant Information
Tax Preparer
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CITY EDOC PIZETATS
PHONE NUMBER
NAME
ADDRESS
CITY EDOC PIZETATS
PHONE NUMBER
NAME
ADDRESS
CITY EDOC PIZETATS
PHONE NUMBER
NAME
ADDRESS
Important Contacts, cont’d.Primary Care Physician Information
Specialist Physician Information - Specialty:
Specialist Physician Information - Specialty:
CITY EDOC PIZETATS
PHONE NUMBER
NAME
ADDRESS
Other Contact:
CITY EDOC PIZETATS
PHONE NUMBER
NAME
ADDRESS
Other Contact:
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Important Document DirectoryFAMILY DOCUMENTS LOCATIONSocial Security CardDriver’s License NumberBirth CertificatePassport/VisaMarriage CertificatePre-Nuptial AgreementDivorce DecreeAdoption Document(s)Military Discharge/Military IDGreen Card/Naturalization Papers
FINANCIAL DOCUMENTS LOCATIONDeeds/Titles to PropertyLife Insurance Document(s)Auto Insurance Document(s)Home Insurance Document(s)Health Insurance Document(s)Loan DocumentRetirement Benefit Statement(s)Investments and Savings Document(s)State & Federal Income Tax ReturnsEmployer/Union Benefits Information
ESTATE PLANNING LOCATIONWillLiving WillPower of AttorneyHIPAA Document(s)Trust Name ChangeLetter of Instruction
OTHER DOCUMENTS LOCATION
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BANK PHONE LOCATION OF STATEMENTS
REDLOH TNUOCCAREBMUN TNUOCCA
SDROWSSAP/ETISBEWNOITACOL/EMAN KNAB
ADDRESS PHONE
LOCATION OF SAFETY DEPOSIT BOX KEYS SAFETY DEPOSIT BOX NUMBER
NAME OF INSTITUTION
Financial InformationSafety Deposit Box
Savings Account
BANK PHONE LOCATION OF STATEMENTS
REDLOH TNUOCCAREBMUN TNUOCCA
SDROWSSAP/ETISBEWNOITACOL/EMAN KNAB
Savings Account (additonal)
Checking Account
BANK PHONE LOCATION OF STATEMENTS
REDLOH TNUOCCAREBMUN TNUOCCA
SDROWSSAP/ETISBEWNOITACOL/EMAN KNAB
Checking Account (additional)
BANK PHONE LOCATION OF STATEMENTS
REDLOH TNUOCCAREBMUN TNUOCCA
SDROWSSAP/ETISBEWNOITACOL/EMAN KNAB
Checking Account (additional)
BANK PHONE LOCATION OF STATEMENTS
REDLOH TNUOCCAREBMUN TNUOCCA
SDROWSSAP/ETISBEWNOITACOL/EMAN KNAB
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BANK PHONE LOCATION OF STATEMENTS
REDLOH TNUOCCAREBMUN TNUOCCA
SDROWSSAP/ETISBEWNOITACOL/EMAN KNAB
Social Security Account Information
AMOUNT OF LOAN MONTHLY PAYMENT OF QUARTERLY PAYMENT OFI NTEREST RATE
LENDER DEBTOR
NAOL FO ETADSDROWSSAP/ETISBEW/REBMUN TNUOCCA (use MM/DD/YY format) DUE DATE
LARETALLOCSTNEMETATS FO NOITACOL
Loan Information
AMOUNT OF LOAN MONTHLY PAYMENT OF QUARTERLY PAYMENT OFI NTEREST RATE
LENDER DEBTOR
NAOL FO ETADSDROWSSAP/ETISBEW/REBMUN TNUOCCA (use MM/DD/YY format) DUE DATE
LARETALLOCSTNEMETATS FO NOITACOL
Loan Information (additional)
MORTGAGE OWNER ADDRESS
MORTGAGE OWNER PHONE
PROPERTY ADDRESS
LEGAL DESCRIPTION
LOCATION OF PROPERTY DOCUMENTS TYPE OF PROPERTY
PROPERTY OWNER PROPERTY VALUE
Real Estate Information
LOCATION OF STATEMENTS/WEBSITE/PASSWORDS
EULAVRENWO TNUOCCAREBMUN TNUOCCA
Retirement Fund
LOCATION OF STATEMENTS/WEBSITE/PASSWORDS
EULAVRENWO TNUOCCAREBMUN TNUOCCA
Investment Account
Financial Information, cont’d.
I
I
AS OF
AS OF
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Financial Information, cont’d.LOCATION OF STATEMENTS/WEBSITE/PASSWORDS
EULAVRENWO TNUOCCAREBMUN TNUOCCA
Investment Account
PURCHASE DATE (use MM/DD/YY format) MATURITY DATE (use MM/DD/YY format) BOND VALUE FACE VALUE
LOCATION OF DOCUMENTS
BOND OWNER BOND TYPE
Bond Information
PURCHASE DATE (use MM/DD/YY format) MATURITY DATE (use MM/DD/YY format) BOND VALUE FACE VALUE
LOCATION OF DOCUMENTS
BOND OWNER BOND TYPE
Bond Information (additional)
STOCK NAME
NUMBER OF SHARES PURCHASE DATE (use MM/DD/YY format) PURCHASE PRICE CURRENT PRICE VALUE
LOCATION OF STATEMENTS/WEBSITE/PASSWORDS
STOCK OWNER STOCK PRICE
Stock Information
STOCK NAME
NUMBER OF SHARES PURCHASE DATE (use MM/DD/YY format) PURCHASE PRICE CURRENT PRICE VALUE
LOCATION OF STATEMENTS/WEBSITE/PASSWORDS
STOCK OWNER STOCK PRICE
Stock Information (additional)
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InsuranceAuto Insurance Policy
DERUSNI SELCIHEVSELBITCUDED MUIMERP LAUNNA
DEUSSI ETADREBMUN YCILOPREBMUN ENOHP S’TNEGA (use MM/DD/YY format)
LOCATION OF DOCUMENTS
INSURANCE COMPANY AGENT’S NAME
Auto Insurance Policy (additional)
DERUSNI SELCIHEVSELBITCUDED MUIMERP LAUNNA
DEUSSI ETADREBMUN YCILOPREBMUN ENOHP S’TNEGA (use MM/DD/YY format)
LOCATION OF DOCUMENTS
INSURANCE COMPANY AGENT’S NAME
POLICY NUMBER DATE ISSUED (use MM/DD/YY format)
LOCATION OF DOCUMENTS
COMPANY
Homeowner’s Insurance Policy
DEATH BENEFITC ASH SURRENDER VALUE TYPE
PRIMARY BENEFICIARY CONTINGENT BENEFICIARY
POLICY OWNER INSURED
POLICY NUMBER DATE ISSUED (use MM/DD/YY format) ANNUAL PREMIUM
LOCATION OF DOCUMENTS
COMPANY
Life Insurance Policy
C
CDEATH BENEFITC ASH SURRENDER VALUE TYPE
PRIMARY BENEFICIARY CONTINGENT BENEFICIARY
POLICY OWNER INSURED
POLICY NUMBER DATE ISSUED (use MM/DD/YY format) ANNUAL PREMIUM
LOCATION OF DOCUMENTS
COMPANY
Life Insurance Policy
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Insurance, cont’d.
DEATH BENEFITC ASH SURRENDER VALUE TYPE
POLICY OWNER INSURED
POLICY NUMBER DATE ISSUED (use MM/DD/YY format) ANNUAL PREMIUM
LOCATION OF DOCUMENTS
COMPANY
DEATH BENEFIT CASH SURRENDER VALUE TYPE
POLICY OWNER INSURED
POLICY NUMBER DATE ISSUED (use MM/DD/YY format) ANNUAL PREMIUM
LOCATION OF DOCUMENTS
COMPANY
DEATH BENEFITC ASH SURRENDER VALUE TYPE
POLICY OWNER INSURED
POLICY NUMBER DATE ISSUED (use MM/DD/YY format) ANNUAL PREMIUM
LOCATION OF DOCUMENTS
COMPANY
Final Needs Insurance
Long-Term Care Insurance
Disability Insurance
C
C
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LegalENOHP YNAPMOCREDIVORP LAGEL
COMPANY URL MEMBER ID
ATTORNEY NAME ATTORNEY’S PHONE
LOCATION OF DOCUMENTS
ENOHPROTAVRESNOC/NAIDRAUG
CITY EDOC PIZETATS
PHONE NUMBER
ADDRESS
GUARDIAN/CONSERVATOR (additional) PHONE
CITY EDOC PIZETATS
PHONE NUMBER
ADDRESS
AGENT PHONE
LOCATION OF DOCUMENTS
AGENT PHONE
AGENT PHONE
LOCATION OF DOCUMENTS
AGENT PHONE
LOCATION OF STATEMENTS
Legal Services Provider
Power of Attorney Information
SERVICES
Living Trust Information
Guardianship/Conervatorship Information
Living Will Information
WEBSITE
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Legal, cont’d.
CITY EDOC PIZETATS
PHONE NUMBER
LOCATION
CO-EXECUTOR PHONE
LOCATION OF DOCUMENTS
EXECUTOR PHONE
CITY EDOC PIZETATS
PHONE NUMBER
BENEFICIARY NAME
ADDRESS
CITY EDOC PIZETATS
PHONE NUMBER
BENEFICIARY NAME (additional)
ADDRESS
CITY EDOC PIZETATS
PHONE NUMBER
BENEFICIARY NAME (additional)
ADDRESS
Will Information
NAME
ADDRESS
Executor Information
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Supplemental Information
CITY EDOC PIZETATS
HTRIB FO ETADREBMUN ENOHP (use MM/DD/YY format) SOCIAL SECURITY NUMBER
ADDRESS
FORMER SPOUSE’S NAME (including maiden name)
DIVORCE DOCUMENTS
DECREE LOCATION
OTHER LOCATION
OTHER LOCATION
OTHER LOCATION
CITY REBMUN ENOHPEDOC PIZETATS
ADDRESS
DIVORCE ATTORNEY’S NAME
REBMUN ECIVRESKNARHCNARB
STNEMUCOD FO NOITACOL/EGRAHCSID FO ETADECIVRES FO SETAD
Divorce Information
Military
Social MediaFACEBOOK
GOOGLE+
OTHER:
OTHER:
USERNAME
USERNAME
USERNAME
USERNAME
USERNAME
USERNAME
PASSWORD
PASSWORD
PASSWORD
PASSWORD
PASSWORD
PASSWORD
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Supplemental Information, cont’d.
CITY REBMUN ENOHPEDOC PIZETATS
ADDRESS
TNEMYOLPME FO SETADREYOLPME TNESERP
REBMUN ENOHPTCATNOC ROSIVREPUS TCERID
REBMUN ENOHPTCATNOC RH
DENTAL LOCATION/POLICY OR ACCOUNT NUMBER
EMPLOYMENT BENEFITS
MEDICAL LOCATION/POLICY OR ACCOUNT NUMBER
LIFE LOCATION/POLICY OR ACCOUNT NUMBER
401K LOCATION/POLICY OR ACCOUNT NUMBER
STOCK LOCATION/POLICY OR ACCOUNT NUMBER
PENSION LOCATION/POLICY OR ACCOUNT NUMBER
PROFIT SHARING LOCATION/POLICY OR ACCOUNT NUMBER
VISION LOCATION/POLICY OR ACCOUNT NUMBER
LEGAL LOCATION/POLICY OR ACCOUNT NUMBER
OTHER LOCATION/POLICY OR ACCOUNT NUMBER
RAEYLEDOMEKAM ELIBOMOTUA
TITLE LOCATION
RAEYLEDOMEKAM )lanoitidda( ELIBOMOTUA
LOAN LOCATION
TITLE LOCATION
LOAN LOCATION
Employment
Assets
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BOAT LOAN/TITLE/LOCATION
RV LOAN/TITLE/LOCATION
TRAILER LOAN/TITLE/LOCATION
OTHER LOAN/TITLE/LOCATION
OTHER LOAN/TITLE/LOCATION
OTHER LOAN/TITLE/LOCATION
EULAV DETAMITSEPIHSRENWO FO TNUOMAPIHSRENWO FO EPYTSSENISUB FO EPYT
REBMUN ENOHP1 TCATNOC SSENISUB
REBMUN ENOHP2 TCATNOC SSENISUB
ASSETS (additional)
Supplemental Information, cont’d.
Business
Additional Business Documents
DOCUMENT NAME LOCATION
LOCATION
LOCATION
LOCATION
LOCATION
LOCATION
DOCUMENT NAME
DOCUMENT NAME
DOCUMENT NAME
DOCUMENT NAME
DOCUMENT NAME
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CITY REBMUN ENOHPEDOC PIZETATS
ADDRESS
REBMUN TOLEMAN EHCIN/MUIRABMULOC/YRATEMEC
IMPORTANT DOCUMENTS
INSTRUCTIONS FOR BURIAL, CREMATION, ETC LOCATION
SPECIAL WISHES FOR CEREMONYL OCATION
PREPAID FUNERAL POLICYL OCATION
CITY EDOC PIZETATS
PHONE NUMBER
NAME
ADDRESS
PERSONAL FRIENDS TO CONTACT
CITY EDOC PIZETATS
PHONE NUMBER
NAME
ADDRESS
CITY REBMUN ENOHPEDOC PIZETATS
ADDRESS
EMAN ROTCERID LARENUFEMAN EMOH LARENUF
ORGAN DONOR RECORDS LOCATION
CITY REBMUN ENOHPEDOC PIZETATS
ADDRESS
TCATNOCEMAN REHTO/EUGOGANYS/HCRUHC
Pre-Planning of Funeral and Burial ArrangementsFuneral and Burial Arrangements
L
L
(OR ATTACH LIST)
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MILITARY SERVICE
AWARDS AND ACHIEVEMENTS
CLUBS, ORGANIZATIONS, CHURCH AFFILIATION AND ACTIVITIES
HOBBIES AND/OR PERSONAL INTERESTS
ETATSYTICPIHSNOITALER1 EMAN ROVIVRUS
OTHER INFORMATION
OBITUARY INFORMATION
ETATSYTICPIHSNOITALER2 EMAN ROVIVRUS
ETATSYTICPIHSNOITALER3 EMAN ROVIVRUS
ETATSYTICPIHSNOITALER4 EMAN ROVIVRUS
HTAED FO RAEYPIHSNOITALER1 DESAECED-ERP
HTAED FO RAEYPIHSNOITALER2 DESAECED-ERP
HTAED FO RAEYPIHSNOITALER3 DESAECED-ERP
PHONE NUMBER
NAME
ADDRESS
WHO CAN MEMORIAL DONATIONS BE MADE TO
PHONE NUMBER
NAME
ADDRESS
ADDRESSHOUSE OF WORSHIP
FUNERAL CEREMONY
PHONE NUMBERNAME OF CLERGYMAN
PREFERRED FUNERAL CEREMONY (select all that apply)
HELD AT FUNERAL HOME
HELD AT CHURCH (specify)
GRAVESIDE CEREMONY ONLY
GRAVESIDE CEREMONY ONLY AT:
OPEN CASKET
VIEWING ONLY AT FUNERAL HOME PRIOR TO CEREMONY
FAMILY AND FRIENDS ONLY
IMMEDIATE FAMILY ONLY
NO VIEWING/NO OPEN CASKET
PERSONAL EFFECTS THAT SHOULD STAY WITH THE REMAINS AFTER THE MEMORIAL SERVICE (select all that apply)
EYEGLASSES
WATCH
RINGS/JEWELRY
SMART PHONE/CELL PHONE
OTHER (please specify)
NONE
NO PERSONAL EFFECTS ARE TO BE WITH THE REMAINS DURING THE MEMORIAL SERVICE
Pre-Planning of Funeral and Burial Arrangements, cont’d.
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Pre-Planning of Funeral and Burial Arrangements, cont’d.VETERANS FUNERAL ARRANGEMENTS
DRAPED FLAG FOLDED FLAG FLAG PRESENTED TO:
TYPE OF EULOGY
RELIGIOUS SERVICE ONLY
RELIGIOUS SERVICE AND EULOGY
EULOGY ONLY
NONE
REBMUN ENOHPEDOC PIZETATSYTIC
NAME OF INDIVIDUAL TO PROVIDE EULOGY
ADDRESS
RELIGIOUS PASSAGES (to be read at service)
FLORAL PREFERENCES
MUSIC SELECTION
ORGANIST
SOLOIST
OTHER MUSIC SELECTION:
NONE
CLOTHING PREFERENCE
EXISTING CLOTHING
NEW CLOTHING
DESCRIPTION OF CLOTHING (type and color):
NONE
FLORAL TYPE: FLORAL COLOR: NO FLORAL
PREFERENCE FOR DISPOSAL OF THE REMAINS
BURIAL
CREMATION
OTHER (please explain):
OTHER INSTRUCTIONS (e.g. dispersal of cremains):
MAUSOLEUM INTERMENT
TYPE OF CASKET
HARDWOOD (type):
METAL (type):
OTHER (please explain):
NOT APPLICABLE
CREMATION COFFIN
CASKET SPECIFICS
MANUFACTURER
MODEL:
OTHER INFORMATION (please specify):
NOT APPLICABLE
CASKET PRESENTATION DURING CEREMONY
OPEN (if possible)
CLOSED
NOT APPLICABLE
TYPE OF HEADSTONE
STONE
FLAT MARKER
UPRIGHT
HEADSTONE SAYING:
HEADSTONE PHRASE:
POST-MEMORIAL GATHERING DESIRED
QUIET GATHERING AT FAMILY MEMBER’S HOUSE
LIFE CELEBRATION EVENT:
OTHER (please specify):
NONE
PROTECT YOUR IDENTITY - Keep this document in a secure location and only allow access to necessary parties.
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