Professional Documents
Culture Documents
HANDBOOK
MY FAMILY'S GUIDE
FOR EMERGENCY
MY FAMILY SHOULD KNOW
Mobile/Phone (Self):
READY REFERENCE
Mobile/
Name Office Residence Contact
Address Address Number
A Family Doctor
B Financial Planner
C Tax Consultant
D Insurance Agent
E Stock Broker
DOCUMENT DETAILS
A Passport
B Driving License
C Voter ID
E Vehicle Details
G Aadhaar Card
MY FAMILY SHOULD KNOW
A Personal Will
B Spouse’s Will
C Insurance Policies
D Invest. Papers
Investment Papers
E Property Records
F Birth Certificate
G Marriage Certificate
certificate
H Domicile Certificate
I Important Agreements
INSURANCE - LIFE
LIC POLICY
INSURANCE
DETAILS
POLICY DETAILS
Engine No.
Chassis No.
Mfg Yr.
CC
Nominee
Agent Name
& Mobile No.
B
MY FAMILY SHOULD KNOW
BANK ACCOUNTS
MUTUAL FUND
Demat
No. of Demat A/c. Demat Bank Held Solely
Company Statement
Shares No. Details /Jointly
Location
LOCKERS
Bank Name & Fvg. PPF A/c. No. Maturity Date Nominee/s
Branch
PERSONAL A/C
1
2
3
4
5
6
7
1
2
3
4
5
MY FAMILY SHOULD KNOW
PANCARD DETAILS
1
2
3
4
PASSPORT DETAILS
ELECTRICITY DETAILS
Sr. Meter
Name House Details Customer No. Deposit Rs. Remarks
No. No.
1
2
1
MY FAMILY SHOULD KNOW
Customer Deposit
Sr. Phone LL/Broad
Name House Details ID/Account Remarks
No. No. Band WiFi
No. Rs.
1
1
2
3
4
1
2
3
4
Sr. Father/Husband
Name Identity Card No. Issue Date
No. Name
1
2
3
4
PROPERTY DETAILS
How Ins.
acquired Next Mortgage
Property (inherited/ Registration Property Policy
Due with Bank
Detail & Loan) Card House No.,
No./Share Nominee Date Risk/s Name &
standing Bank Loan No. and Tax Amt.
Details: Certificate if any of Covered Branch/
in the valid (|) &
Loan Amt. No. House Place of
name of upto Due
EMI Amt. Tax Docs.
O/s. Amt. Date
1
2
INCOME TAX
Permanent Account No. Ward No. and Office Address Last Return Filed
MY FAMILY SHOULD KNOW
WILL
My will is executed on:
POWER OF ATTORNEY
MY DEBT/LIABILITIES
1.
2.
Disclaimer: This document is intended to be used only by the customers of ICICI Bank Limited ("ICICI Bank") and should not be
reproduced. ICICI Bank is neither responsible for nor does it make any representations or warranties with respect to the accuracy
of the information in this document.