Professional Documents
Culture Documents
HANDBOOK
MY FAMILY'S GUIDE
FOR EMERGENCY
MY FAMILY SHOULD KNOW
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 ICICI
DOCUMENT DETAILS
B Driving License
C Voter ID
E Vehicle Details
G Aadhaar Card
I
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
Sr. Name/
Policy holder Policy No.
No./ Insurer Issue Date/ Table
Amount
No. Nominee
Name Issuing Office Company
InsuredName Maturity
Date Insured Premium Remarks
Nominee
C
MY FAMILY SHOULD KNOW
Engine No.
Chassis No.
Mfg Yr.
CC
Nominee
Agent Name
& Mobile No.
B
MY FAMILY SHOULD KNOW
BANK ACCOUNTS
Mutual
MUTUALFunds/Portfolio
FUND management services/ Alternate Investment Funds
Type of Fund
Name of AMC Registered Email ID Folio No. (Open/Close Operating Nominee
ended) Instruction
MY FAMILY SHOULD KNOW
Demat
No. of Demat ID. Client ID Held Solely
Company Statement
Shares /Jointly
Location
LOCKERS
1
2
3
4
5
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
Property Detail & Inherited / Registration Property House Next Ins. Mortgage with
Nominee Risk / s
standing Loan: if Loan No ./ Share Card Tax ( Due Policy Bank Name &
if any Covered
in the name of Details:Loan Amt. Certificate No. and |) Date of No., Amt Branch/ Place
EMI Amt. O/s. No. valid House T . & Due of Docs.
Amt. upto ax Date
1
2
INCOME TAX
Permanent Account No. Ward No. and Office Address Last Return Filed
MY FAMILY SHOULD KNOW
Monthly Payments
January
February
March
April
May
June
July
August
September
October
November
December
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.