WHAT

MY
FAMILY
SHOULD
KNOW?
 MY FAMILY SHOULD KNOW
Ready Reference: Mobile / Phone (Self):
Residence Mobile / Contact
Name Office Address
Address Number

Family Doctor

Specialist Doctor
(if any)

Tax Consultant

Insurance Agent

Stock Broker

Document Details:
Name Number Expiry Date

Passport

Driving License

Credit Card/
ATM Cards

Club Membership
Professional
Others

Vehicle Details

Income Tax PAN No.

Aadhar Card
 MY FAMILY SHOULD KNOW
location of important documents:
Personal Will

Spouse’s Will

Insurance Policies

Invest. Papers

Property Records

Birth Certificate

Marriage Certificate

Domicile Certificate

Important Agreements

Other Important Papers

insurance - Lic policy details:

Name/ Policy No./ Amt. Issue Date/ Table
Premium Remarks
Nominee Issuing office Insured Maturity Date & Term

Date of Last Payment

Nominee - Through Mr.
Date of Maturity

Date of Last Payment

Nominee - Through Mr.
Date of Maturity

Date of Last Payment

Nominee - Through Mr. Date of Maturity
 MY FAMILY SHOULD KNOW
Medi claim policy details:
Policy No./ Issue Date/
Sr. Name & Type of Amt.
Previous Maturity Premium Remarks
No. Policy Insured
Policy No. Date

1 Floater Policy

Vehicle insurance policy details:

Issue Date/
Sr. Policy No./ Issuing Amt.
Name/Vehicle Maturity Premium Remarks
No. Office Insured
Date
Reg. No.
Model Name & No.
Engine No.
Chassis No.
1 Mfg yr. Valid till
cc-
Nominee-
Agent Name
& Mobile Name

Fire / burglary insurance details:

Name of the Policy No./ Issue Date/
Sr. Amt. Risks Premium
Property / Issuing Maturity Remarks
No. Insured Covered (Rs.)
Nominee Office Date

2
 MY FAMILY SHOULD KNOW
Bank accounts
Type of Operating Specimen
Bank Name Branch Nominee/s
Account Instructions Signature

Fixed deposit / recurring deposit / Company deposit

Bank/ Type of
Date Loan/
Company Dep. FDR Amt. Due Op. Specimen
of Fvg. Nominees/s OD
Name & (SDR/ No. (Rs.) Date Inst. Signature
Dep. availed
Branch FDR/RD)
 MY FAMILY SHOULD KNOW
shares / unity / debentures / bonds
Demat
No. of Demat Bank Held singly
Company Demat A/c No. Statement
Shares details / Jointly
location

lockers
In the Rent
Bank/ Name Locker Rent
Name Code Renewal Nominee Contents
& Branch No. (Rs.)
of Date
 MY FAMILY SHOULD KNOW
Public provident fund (ppf)
Bank Name & Branch Fvg, PPF A/c No. Maturity Date Nominee/s

Pension a/c.
Type of Account Pension Due Date
Bank Name Operating
& Pension A/c Payment Nominee/s for Live Signature
& Branch Instructions
No. Order No. Certificate

atm / Debit card details

SB A/c. No. /
Sr. ATM / Debit Issue CVV
Name Bank & Valid Thru Remarks
No. Card No. Date No.
Branch
1
2
3
4
5
6

Credit card details

Sr. ATM / Debit Valid CVV Remarks
Name Bank’s Name Valid Thru
No. Card No. From No. / T-Pin
1

5
 MY FAMILY SHOULD KNOW
Pan card details
Sr. Father’s / Husband PANCARD No./ Contact
Name
No. Name Issue Date Details
1
2
3
4

Passport Details
Sr. Issue Expiry Issuing Previous Passport
Name Passport No.
No. Date Date Authority Details
1
2
3
4

electricity Details
Sr. House Meter
Name Customer No. Deposit Rs. Remarks
No. Details No.
1
2

Gas pipe line Details

Sr. House Meter No./ Customer No./
Name Deposit Rs. Remarks
No. Details Route No. Khata No.
1

Gas cylinder agency service Details

Sr. House IOC
Name Customer No. Deposit Rs. Remarks
No. Details Serial No.
1
 MY FAMILY SHOULD KNOW
land line details
Sr. House Phone Customer ID / Deposit LL/ Broad
Name Remarks
No. Details No. Account No. Band Wifi FI Rs.
1

Driving License Details

Sr. Driving License No./ Issue Date/ Valid Valid Remarks /
Name
No. Licensing Authority CDOI From Till Blood Group

Ration card details

Sr. Ration Card No./
Name Issue Date Remarks
No. Issuing Authority
1
2

aAdhar card - UID Details

Sr. Aadhar Card No./
Name Issue Date Remarks
No. Enrollment No.
1
2

4
 MY FAMILY SHOULD KNOW
Election identity Card - details
Sr. Father’s/ Husband Identity Card
Name Issue Date
No. Name No.
1
2
3
4

House Property
How
Acquired
Prope Next Inst. Mortgage
Property (Inherited / Registrati-
-rty Due Policy with Bank
Detail & Loan) on No./ Nomi- House
Card Date No., Risk/s Name &
Standing Bank Loan Share nee if Tax
No. & of Amt. & Covered Branch /
in the Detail: Certificate any (Rs.)
Valid House Due Place of
name of: Loan Amt. No.
upon Tax Date Docs.
Inst. Amt.
O/s . Amt.

House Tax Details

Sr. House Census Property Construction
Name Remarks
No. Details No. Identification No. Sq. Mtrs.
1
2

Income Tax
Permanent Account Ward No. & Office
Last Return Filed File No.
No. address
 MY FAMILY SHOULD KNOW
Will
My will is executed on: ..................................................

Copy of the will is kept at: .............................................

Power of attorny
Power of Attorney executed for wife/Son/Others

My Power of Attorney is

Deed Executed on

Details kept in File No.

My Debt / liabilities
I am guarantor of Mr.

Give Complete Details:

1.

2.

I have borrowed from:

(Give Complete Details)

Other Liabilities