Professional Documents
Culture Documents
Date(s) Revised
Family Record List names of all family members including children married and/or living away from home. Under comments, note special health concerns, where marriage was recorded, and other pertinent information.
NAME
DATE OF BIRTH
COMMENTS
Power of Attorney If you have given someone the legal power to act for you in case conditions make you unable to handle your own affairs, indicate below.
NAME
Family Advisers
NAME ADDRESS & TELEPHONE NUMBER
CLERGY
DOCTOR
DENTIST
ACCOUNTANT
BANKER
BROKER
INSURANCE AGENTS
ATTORNEY
FINANCIAL PLANNER/ADVISER
TRUSTEE
OTHER
Drivers Licenses
NAME NUMBER
Insurance Policies
#1 #2 #3 #4
TYPE OF INSURANCE
COMPANY
POLICY NUMBER
POLICY AMOUNT
LOAN AMOUNT
NAME OF INSURED
BENEFICIARY
POLICY LOCATION
LOCAL AGENT
Banking Services
NAME, ADDRESS, & TELEPHONE NUMBER OF FINANCIAL FIRM ACCOUNT NUMBER IN WHOSE NAME
CHECKING ACCOUNTS
SAVINGS ACCOUNTS
CERTIFICATES OF DEPOSIT
MONEY MARKET
TRUST ACCOUNTS
OTHER
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COMPANY OR PERSON OWED AND ADDRESS AMOUNT PURCHASE DATE PAYMENT AMOUNT FINAL PAYMENT DUE WHERE RECORDS KEPT
DESCRIPTION
TYPE
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SERIAL NUMBER DATE PURCHASED PURCHASE PRICE COMMENTS/NOTES (OWNER, NO. OF SHARES, ETC.)
Investments
NAME OF ASSET
STOCKS/BONDS
MUTUAL FUNDS
ANNUITIES
RETIREMENT PLANS
Vehicles
ENGINE # OR SERIAL # PURCHASE PRICE IN WHOSE NAME LIEN HOLDER LOAN AMOUNT WHERE PAPERS KEPT
MAKE
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Other Personal Property Include boat, mobile home, special pieces of jewelry, antiques, books, collections, etc.
DATE ACQUIRED PURCHASE PRICE OR VALUE
NAME OF ASSET
COMMENTS
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Payments Due Us
COMPANY OR PERSON OWING AND ADDRESS AMOUNT LOAN DATE PAYMENT AMOUNT FINAL PAYMENT DUE WHERE RECORDS KEPT
ITEM OR DESCRIPTION
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Other Important Papers Provide exact information on location, include specific room, piece of furniture, and drawer location.
Adoption papers Appliance guarantees/ warranties Appliance use & care booklets Baptismal records Birth certificates Citizenship papers Death certificates Divorce papers Educational records Employment records Family history & photos Funeral directions Health records Household inventory
Income & expense records Income tax records Marriage certificate Military records Net worth statement Passport papers Patents, copyrights Pension Records Record of home improvements Safe deposit box inventory Safe deposit box key Will & instructions
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Notes
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File It, Find It leaflets, a component of the Life Cycle Planning Program, are offered to help individuals and families get control of their resources as they plan for financial security throughout their lifetimes.
The following leaflets are available: HM 664 Household Inventory HM 665 Valuable Papers Inventory HM 666 Important Records HM 667 Home Filing System
Prepared by: Joyce H. Christenbury, C.H.E., Extension Family Resource Management Specialist
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