G Y!

N
I
H WA
T
L
L ONG
A
M
E S OA L
N
O NG
CA

My Family

< Please insert your family photo here >

We know how hard it is for you and

your family to keep track of
important information. Hence, we
have curated this repository, which
will contain all your important
personal and financial information at
one place. We hope it will come in
handy when you need it.

PERSONALISED MESSAGE

My Dear ____________________
_____________________________________________________________________________________________________________
_____________________________________________________________________________________________________________
_____________________________________________________________________________________________________________
_____________________________________________________________________________________________________________
_____________________________________________________________________________________________________________
_____________________________________________________________________________________________________________

Love,
____________________

LIST OF CONTENTS

Personal Details

Emergency Contact Details

Mediclaim Details

Insurance Details

Bank Details / Personal Property Details

Deposits with Banks / Post Offices

Shares, Bonds & Units

Important Website Links & Login Credentials

Location of Important Documents & Records

Contact Details of My Advisors

10

Credit Card Details / Loan Details

12

Additional Details

13

PERSONAL DETAILS

PAN

Passport No.

UID No. (Aadhaar Card)

Driving License No.

Ration Card No.

Voters ID Card No.

Blood Group

EPF Account No. / UAN

PPF Account No.
Telephone/Mobile No.
Mobile Service Provider
Gas Consumer No.
Gas Service Provider
Electricity Account No.
Electricity Service Provider
Water Account No.

EMERGENCY CONTACT DETAILS

Contacts

Name

Phone No.

My Doctor
My Friend
Preferred Hospital Details
Ambulance Service
Health Insurance Company
Hospitalisation Process Representative
My Boss
Emergency Contact at Work
Others

MEDICLAIM DETAILS

Relationship

Name

E-Card No.

Coverage (Individual or Family Floater)

INSURANCE DETAILS
Please mention details of your life insurance, vehicle insurance, property insurance etc.
Name of the Insured

Insurance Type

Insurance Provider

Policy No.

Premium
Amount

Due
Date

Sum Assured

BANK DETAILS
Name of 1st Holder

Bank Name and Address

Bank Account No.

Joint Holder / Nominee

PERSONAL PROPERTY DETAILS

Address

Date Acquired

Bank Name

Property
Owners

Returns or
Income, if any

DEPOSITS WITH BANKS / POST OFFICES

Holder Name

Name and Address of Bank / Post Office

Nominee

Amount

Date of
Maturity

SHARES, BONDS & OTHER SAVING CERTIFICATES

Company / Bank Name

Account No.

Nominee

IMPORTANT WEBSITE LINKS &

LOGIN CREDENTIALS
You can put smart cues (which can be identified by your family member) against each password if you dont want to write them.
Also, as passwords should be changed regularly, please keep updating here as well.
Purpose

Websites / URL

Login ID

Password / Hint

LOCATION OF IMPORTANT DOCUMENTS

& RECORDS

Bank Locker 1

Type of Document

Name of the Bank

Cheque Book(s) / Passbook(s)

Address

Public Provident Fund (PPF) Passbook(s)

Location

Fixed Deposit Certificate(s)

Locker No.

Tax Files (Income Tax / Wealth Tax / Gift Tax)

Keys located at

Educational / Domicile / Marriage Certificates

List of Contents

Court Decisions / Judgements /

Pending Litigation
Bank Locker 2

Name of the Bank

Address

Insurance Files (Life / Mediclaim / General)

Property Ownership Document(s)
Loan related Document(s)
(e.g. Loan agreements etc.)
Shares / Bonds / Units Certificates

Locker No.
Keys located at

Rent Receipts, Tenancy Agreements

(Correspondence with Landlord / Tenants)

List of Contents

Receipts of Telephone / Gas / Electricity etc.

Will(s)
Others:

CONTACT DETAILS OF MY ADVISORS

1. Advocate / Legal Advisor

5. Investment Advisor

Name:
Address:

Name:
Address:
Contact No.:

Contact No.:

Email:

Email:

2. Chartered Accountant & Tax Consultant

6. Life Insurance Agent

Name:
Address:

Name:
Address:
Contact No.:

Contact No.:

Email:

Email:

3. Share Broker

7. Life Insurance Agent

Name:
Address:

Name:
Address:
Contact No.:

Contact No.:

Email:

Email:

4. Investment Advisor

8. Life Insurance Agent

Name:
Address:

Name:
Address:
Contact No.:

Email:

Contact No.:
Email:

10

CONTACT DETAILS OF MY ADVISORS

9. Health Insurance Agent

13. Physician / Dentist

Name:
Address:

Name:
Address:
Contact No.:

Contact No.:

Email:

Email:

10. Health Insurance Agent

14. Real Estate Agent

Name:
Address:

Name:
Address:
Contact No.:

Contact No.:

Email:

Email:

11. General Insurance Agent

15. Bank Relationship Manager

Name:
Address:

Name:
Address:
Contact No.:

Contact No.:

Email:

Email:

12. Physician / Dentist

16. Bank Relationship Manager

Name:
Address:

Name:
Address:
Contact No.:

Email:

Contact No.:
Email:

11

CREDIT CARD DETAILS

Credit Card No.

Name of Bank

Name On Card

Expiry Date

LOAN DETAILS

Type of Loan

Loan A/c No.

Amount

Bank

EMI

Start Date

End Date

12

ADDITIONAL DETAILS

13

Now that you have filled in all your details,

we suggest you save this document carefully
providing family members with access
whenever they might need it.
Thank you for being responsible and staying secured.

A customer initiative by

IRDAI Public Notice on Spurious Phone Calls and Fictitious/Fraudulent Offers : Beware of spurious phone calls and fictitious/fraudulent offers. IRDAI clarifies to public that : IRDAI or its officials do not involve in activities like
sale of any kind of insurance or financial products nor invest premiums IRDAI does not announce any bonus. Public receiving such phone calls are requested to lodge police complaint along with details of phone call number.
Trade logo displayed belongs to M/s AEGON N.V. and M/s Bennett, Coleman and Company Limited and used by Aegon Life Insurance Company Ltd. under trade agreement. Registered Office: Aegon Life Insurance
Company Limited (IRDAI Reg. No.138), Building No.3, Third Floor, Unit No.1, NESCO IT Park, Western Express Highway, Goregaon (E), Mumbai - 400063. Corporate Identity No: U66010MH2007PLC169110.
Tel: +91 226118 0100, Fax: +912261180200/300, Email: customer.care@aegonlife.com, Website: www.aegonlife.com.