Vital Papers - Your Retirement Records Organizer - APWU

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SAVINGS CERTIFICATES/BONDS/ CERTIFICATE OF DEPOSIT (CDs) Bank/Institution In the name of Due date Certificate number Value $ Address Phone Fax E-Mail Bank/Institution In the name of Due date Certificate number Value $ Address Phone Fax E-Mail Bank/Institution In the name of Due date Certificate number Value $ Address Phone Fax E-Mail Bank/Institution In the name of Due date Certificate number Value $ Address Phone Fax E-Mail <strong>APWU</strong> VITAL PAPERS
STOCKS & MUTUAL FUNDS Brokerage Firm Address Stock/Bond/Mutual Fund Name/Type Serial number Number of shares Name of agent Phone number Fax E-Mail Brokerage Firm Address Stock/Bond/Mutual Fund Name/Type Serial number Number of shares Name of agent Phone number Fax E-Mail <strong>APWU</strong> VITAL PAPERS
Page 1 and 2: YOUR R E T I R E M E N T RECORDS OR
Page 3: A Message from the President & Reti
Page 7 and 8: PERSONAL INFORMATION Annuitant —
Page 9 and 10: DEFERRED COMPENSATION (401-K) Type
Page 11 and 12: SAVINGS ACCOUNT(S) Bank Address Pho
Page 13: CREDIT UNION Credit Union Address P
Page 17 and 18: SAFETY DEPOSIT BOX Bank Address Pho
Page 19 and 20: LIFE INSURANCE (Cont.) SPOUSE EMPLO
Page 21 and 22: S-FUND (SMALL CAPITALIZATION STOCK
Page 23 and 24: HOMEOWNER’S INSURANCE Home Locate
Page 25 and 26: MISCELLANEOUS Frequently Asked Ques
Page 27 and 28: DEEDS, TITLES & CREDIT HOME Lot num
Page 29 and 30: DEEDS, TITLES & CREDIT (Cont.) AUTO
Page 31 and 32: MISCELLANEOUS PERSONAL DEBT Amount
Page 33 and 34: FUNERAL/MEMORIAL ARRANGEMENTS (Spou
Page 35 and 36: Birth certificate Marriage certific
Page 37 and 38: Spouse Name: SSN: Address: Insuranc
Page 39 and 40: ▲ Exact date of death ▲ CSA (Cl
Page 41 and 42: How do I obtain the form? The form
Page 43 and 44: LIFE HISTORY (Spouse) Families are
Page 45 and 46: NAME: SPOUSE NAME: RELATIONSHIP: (I
Page 47 and 48: ONCE YOU BEGIN FILLING OUT THIS BOO

Vital Papers - Your Retirement Records Organizer - APWU

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