MY FAMILY SHOULD KNOW

Self
Contents
Emergency Contact Person...........................................................................................................................................2
Email Accounts.................................................................................................................................................................2
PAN Number......................................................................................................................................................................2
Location of Important Documents...............................................................................................................................2
Insurance Policy Details.................................................................................................................................................3
Medi Claim Policy Details...............................................................................................................................................3
Bank Account Details......................................................................................................................................................3
DEMAT Account Details.................................................................................................................................................3
Provident Fund Accounts...............................................................................................................................................4
ATM / Debit Card Details.................................................................................................................................................4
Credit Card Details...........................................................................................................................................................4
Passport Details............................................................................................................................................................... 5
Vehicle Details..................................................................................................................................................................5
Electricity Details.............................................................................................................................................................5
Gas Pipe Line Details......................................................................................................................................................5
Driving License Details...................................................................................................................................................5
Aadhar Card - UID Details..............................................................................................................................................5
Election Identity Card - Details.....................................................................................................................................6
House Property Details...................................................................................................................................................6
Loan Account Details......................................................................................................................................................6
Other Investment Details/ Mutual Funds....................................................................................................................6
 Name

DOB- DD – MMM- YYYY

Late updated on: DD – MMM - YYYY

Mobile / Phone (Self):

Emergency Contact Person

 Details Name   Mobile / Contact number

Contact for any help for
Insurance Policy
Office Contact Details

Email Accounts

Account holder Email Address Password

Self
Spouse

PAN Number

Self
Spouse

Location of Important Documents 

Personal Will  
Insurance Policies  
Invest. Papers  
Property Records  
Birth Certificate  
Marriage Certificate  
Important Agreement (Home etc)
Other Important Papers

             
Insurance Policy Details

Sr. Insurance Name Nominee Policy No. Amt. Issue Maturity Premium Type of
Co. Date Date Policy
No. Insured

Medi Claim Policy Details

Sr. Insurance Proposer Nomine Insured Policy Amt. Issue Date/ Premiu Contact detail for
Co. Name e No. Maturity Date m emergency
No. Insure
d

Bank Account Details            

Account Bank Branch Type of Account No. Nominee/s

Holder Name Account

DEMAT Account Details             

 Demat Holder Demat with Trading Account No.

Provident Fund Accounts                                         

Bank Name & Type Account PPF / NPS/ EPF A/c. No. Nominee/s
Branch Holder

 Insurance Repository Account         

EIA No Name User ID Password Secret Question

Answer

ATM / Debit Card Details

Sr. Name Bank Name ATM / Debit Card No. Valid CVV  No. Remarks
Thru 
No.
 
 
 
 
 

Credit Card Details

Sr. Name Bank’s Name ATM / Credit Card No. Valid CVV No. Remarks /
Thru  T-Pin
No.
   
   
    
   

Passport Details

Sr. No. Name Passport No. Issue Dt. Expiry Date

Vehicle Details 

Name Number and Insurance Policy Detail Expiry date

Electricity Details

Sr.No. Name House Details Company Customer No.

Gas Pipe Line Details

 Sr.No. Name House Details Meter No/Route No Consumer No/Khata

No.

 Driving License Details

 Sr. Name Driving License No. Valid Till

No.

 Aadhar Card - UID Details

Sr. Name Aadhar Card No. Issue Date Remarks 

No.

Election Identity Card - Details   

Sr. Name Father’s/Husband’s Identity Card No.  Issue Date

Name
No.
1.        
2.        

 House Property Details

Property How Registration Nominee Property House Next Ins. Risk/s Mortgage
Detail & acquired covered with Bank
standing (Inherited No. / Share if any     Card Tax Due Policy Name &
in the /Loan)  No. and Date
name of: Certificate valid (Rs.) of No., Branch / 
Bank No. upto House
Loan Amt.  
Detail: Tax 
& Place of
Loan   Docs. 
Amt. Due
 
Inst. Amt. Date
O/s. Amt.
                   

 
                   

Loan Account Details

Loan Type Bank Branch Loan Loan Account No. EMI Current
Amount O/S

Other Investment Details/ Mutual Funds

Mutual Fund / Holding in Quantity Amount Type

Gold ETF/ GOI DEMAT Account
Bond No.