Personal Organiser

S.No. Contents: Information 1 Personal Data 2 Dates to Remember 3 Renewals 4 Vehicle Particulars 5 Advisors and Consultants 6 Doctors & Hospitals 7 Documents record 8 Registration Info 9 Bank Accounts 10 Record of Property 11 Fixed Deposits 12 Investment - NSC 13 Investment - shares 14 Investment - mutual fund 15 Investment - chitty 16 Advance Booking 17 Receivables 18 Borrowings 19 Borrowings Home Loan 20 Other Liabilities 21 Insurance Policies 22 Income Tax Summary 23

ICAI_CIRC_MEERUT_CA YAHOO GROUP

CA AMRESH VASHISHT,MODERATOR OF THE GROUP. 115, Chappel Street, Meerut Cantt-250001 Phone; 0121-2661946, 09837515432

amresh_vashisht@yahoo.com

Conquer Complexity
The world with its complexities is severely demanding on our personal lives. There are too many forms to fill out, too many documents to keep track of, too many dates and numbers to remember. In the bustle of life, however, who can remember when an insurance policy of fixed deposit will mature? .... when the passport or driving licence is to be renewed? ... when to pay taxes or claim refund? .... the balance in the Provident Fund or the loans to be realised ? Yes, Modern life is complex. But complexities can have simple solutions. Like this Personal & Financial Organiser (PFR). The Personal & Financial Organiser will help you put your personal records in order. It is designed to be an inventory of all that is important to you. It will remind you, at a quick glance, of details which are important but which you need not carry around in your head. Every detail is mentioned in it, that saves precious time. There are other advantages. If any document is lost, this Personal & Financial Organiser will make it easier for you to obtain a duplicate since the essential details are in it. Besides, it does away with unnecessary hassles for your family. With this Personal & Financial Organiser around, they need not turn the house upside down looking for a particular document in your absence. This Personal & Financial Organiser is intended to last a lifetime. Keep it safe. In case you want to use the print-out, use pencil to make the entries, for they may have to be revised later.

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Personal Data
Name Date of Birth Birth Star Address Permanent Blood Group Zodiac Sign

Telephone No. Resi. Telephone No. Office House No. Name of the Bank & Branch Name of the Hospital Provident Fund Ward No. Account No. Hospital Card No. Professional Tax No. Income Tax Account No. (PAN) Ration Card No. Vehicle No. BACK TO INDEX

CDS Acccount No. Passport No. Electricity Consumer No. Cooking Gas Agency Water Connection No.

Family Members
Name Date of Birth Place of Birth Birth Star Zodiac Sign Blood Group

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Dates to Remember
Birth Days Anniversaries Other Dates

Others

Friends

Family

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Dates to Remember
Number(s) Renewal Date(s) Renewal Date(s) Renewal Date(s)

Bank Locker (s)

Credit Card (s)

ATM Card (s)

Membership (s)

Others

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Vehicle Particulars
Vehicle Registration No. Chasis No. Engine No. Insurance Road Tax amount Premium & Renewal Date & Renewal Date

Driving Licence No. Notes:

Renewal Date

Names & Addresses of Advisors / Consultants
Address Phone Number(s) BACK TO INDEX Chartered Accountant (s)

Tax Consultant (s)

Investment Advisor (s)

Share Broker (s)

Insurance Agent (s)

Legal Advisor (s)

Real Estate Agent (s)

Names & Addresses of Doctors
Speciality Names of Doctor Address Phone Number (C) Phone Number (R) Email ID

Names & Addresses of Hospitals & Blood Banks
Hospital Address Phone Number (C) Phone Number (R) Email ID

Blood Banks

Address

Phone Number (C)

Phone Number (R)

Email ID

Pathological Labs

Address

Phone Number (C)

Phone Number (R)

Email ID

Ambulence

Address

Phone Number (C)

Phone Number (R)

Email ID

Chemists (Day & Night)

Address

Phone Number (C)

Phone Number (R)

Email ID

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Where Documents & Records are kept
Birth Certificate School Leaving Certificate Educational Certificate Bank Locker No. / Keys Bank Pass Books Bank Cheque Books Fixed Deposits Cumulative Time Deposit Public Provident Fund PPF Pending Litigation Papers Wills & Trusts Business Documents Tax Files Policy Files a) Personal a) Life Insurance b) General Insurance a) Real Estate a) Shares / Bonds / Debentures / Mutual Funds Passport Domicile Certificate BACK TO INDEX

a) Personal a) Personal a) Personal

b) Business b) Business b) Business Compulsory Deposit Pass Book GPF Statements Court Decisions

b) Business c) Medical Insurance d) Fire / Accident b) Flat Ownership b) Others

Property Files Investments

Deposit Receipts for Telephone, Gas, Electricity, Vehicles Rent Papers ( Agreements, Receipts & other Correspondence) Superannuation Certificate Mortgage deeds / papers a) Personal Health Records - e.g. ECG, X-ray, Test results & Hospital Records Documents of other Family members

b) Business

Registration Information
1 2 a. Membership Fee b. Renewal Date c. Regn No. a. Membership Fee b. Renewal Date c. Regn No. 3 a. URL / Name of Site b. Login Name c. Password d. Registration Fees e. Renewal Date a. URL / Name of Site b. Login Name c. Password d. Registration Fees e. Renewal Date 4 Important sites on Internet Registration No.: Registration with Different Associations a. Membership Fee b. Renewal Date c. Regn No. a. Membership Fee b. Renewal Date c. Regn No. Online Registration on Different sites on Internet a. URL / Name of Site b. Login Name c. Password d. Registration Fees e. Renewal Date a. URL / Name of Site b. Login Name c. Password d. Registration Fees e. Renewal Date

Bank Account
Name of the bank and branch Personal Nature of A/c No. Name of Joint Holders Name of Nominee Mode of operation

Business

Children

Spouse

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Record of Personal Property Immovable Property
Description of property (Essential details to identify the plot, location, Survey No., Block No, etc) Details of Documents (Name of registry office, year, No.) Date & Cost Acquisition Remarks

Movable Property
Description of property Date of Acquisition Cost Acquisition / Value Remarks

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Fixed Deposits ( Banks & Companies)
Name of the Bank & Receipt & Date Branch Period of Deposit Amount Names of Holders Date of Maturity & value Name of Nominee Loans against FD Remarks

Other Information:

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Investment (National Savings Certificates)
Date of Issue Issue Office No. Denomination Maturity Value Date of Maturity Name of Nominee

Other Information:

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Investment (Shares/Bonds / Debentures / Units)
Name of the Company No. of shares / Bonds / Deb Folio No Shares / Bonds / Deb / Face Value Cert No. Date of Acquisition Total cost of Acquisition

Other Information:

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Investment (Mutual Funds)
Issued by Date of Purchase No. of Units Distinctive No. Face Value Certificate No. Period

Other Information:

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Investment (Chitty)
Chitty No Company Sala Duration Date of Termination Installment amount Prized / Nonprized

Other Information:

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Advance Booking (For House, Vehicle, Telephone, etc.)
Item Cost Company Booking No. & Date Expected date of allotment Initial Payment / Deposit Nominee

Notes:

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Receivables
Debtor's Name & Address Amount Document Due Date Interest

Notes:

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Borrowings
Creditor's Name & Address Amount Borrowed Property / document Pledged Deed / Document of Mortgage Due Date Rate of Interest

Other Information:

Borrowings Home Loan
Institution & Date of Availing the loan Amount Period Instalment Rate of Interest Document / Property Mortgaged Guarantor

Other Information:

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Other Liabilities
Item Price Creditor's Name & Address Date of Purchase Period Sueties / Guarantors Initial Payment Installment Amount

Guarantor / Surety
Debtor's Name & Address Liability Amount Instalment Amount Period Date of Loan Date of Closing Creditors

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Life Insurance
Name & Addresses of the Agent(s)

Phone No. : Periodic Maturity date Maturity Date for Money-back Policy

Policy No. & Date of Issue Personal

Sum Assured

Premimum due on

Loans Taken

Nominee

Children

Spouse

Mediclaim
Name of the Company Policy No. & Type Benefits Issue Date Renewal Date Premium Amount Sum Assured

Theft / Burglary / Fire - Liability
Name of the Company Policy No. & Type Benefits Issue Date Renewal Date Premium Amount Sum Assured

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Income Tax Summary
PAN / GIR No of Total Income Date of Assessment Furnishing Total Income as per Return Assessment Year Return of Assessed of Income Order Income Tax Due Tax Paid Remarks

Notes:

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