Valuable Records
________________________________________________
(name)

These documents are necessary for managing our/my personal and business affairs.  Receipts, documentation, proofs of ownership, and pieces of identification are shown here which may be needed to collect insurance, pension, or retirement benefits; to receive military compensation; or to solve tax or inheritance problems. 

Copy 1 stored where		
Safe Deposit Box Number		
Location		

Copy 2 stored where		
Safe Deposit Box Number		
Location		
    
Name	Date of Birth	Birth Certificate Location	Social Security Number	Where SS Card is Kept	

					
					
Important Advisers
Type	Name	Address	Telephone No.	
Attorney				
Executor of
Husband’s Will				
Executor of 
Wife’s Will				
Religious Adviser				
Accountant/
Tax Adviser				
Stockbroker/
Investment Adviser:				
Bank or Trust Officer				
Business Manager				
Health Ins. Agent				
Auto Ins. Agent				
Home Ins. Agent				
Other				
Doctor(s)				

				

Property
Type	Owner(s)
Name(s)	Type of 
Ownership	Date
Acquired	Location/
Description	Title Is Kept	Additional
Information	
Real Estate 
Residence							

							
Business							

Vacation							

							
Motor Vehicles

							
Other

							
Banking, Savings, and Investments
Type	Institution	Owner	Records Are Kept	ID #	Beneficiary	Value	

							

							
							
Stocks, Mutual Funds, Investment Trusts, etc

							
							
IRAs, KEOGH Accts., SEPs

							
Other

							

Insurance (Life, Health, Homeowner’s/Renter’s, Auto, etc.)
Company	Policy No.	Where Kept	Beneificiary
Primary	Beneficiary
Contingent	Policy 
Owner	Person/
Property
Insured	Value	

								

								

								

Credit Cards
Notification Information: Lost/Stolen/Cancellation:
Type of
Card	In Name
Of	Account
Number	Expires	Company
Name	Address	Phone #	

							

							

Debt Information
Type 	Company
Name	Address	Phone #	Amount
Owed	Payment
Plan	Records 
Are Kept	

							
							
Membership in Organizations/Clubs
Organization	Address	Telephone	In Name of	Member ID #	

					

Other Important Records
Group A items should be kept in a safe deposit box or fireproof and burglarproof home safe.
	Where Kept	Additional Information	
Adoption Papers			
Baptismal Records			
Bill(s) of Sale			
Citizenship Papers			
Diplomas			
Divorce Papers			
Easements/Rights-of-Way			
Household Inventory			
Irreplaceable Receipts/Proof of
Tax Deductions			
Marriage Certificate			
Military Records			
Passport Papers			
Power of Attorny(s)			
Will(s)			

Group B items can generally be stored in a home business center, file cabinet , desk, etc.
Education Records			
Employment Records			
Family History			
Funeral/Burial Records			
Income Tax Returns
Replaceable Proof of Deduction			
Medical Records			
Net Worth Statement(s)			
Safe Deposit Box Inventory			
Appliance Manuals-Warranties			
Will(s) (copy)			

Group C items should be carried in your purse or pocket
Employee ID Card(s)			
ID Cards/Emergency Info			
Insurance/Medical Cards			

Other

Form Adapted from FamilyCareAmerica  http://www.familycareamerica.com/