Vital Papers - Your Retirement Records Organizer - APWU

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WILLS/TRUST/PERSONAL EFFECTS Date of will/trust Name of attorney Address Phone number Fax Location of original will E-Mail Location of copy SPOUSE WILL/TRUST Date of will Name of attorney Address Phone number Fax Location of original of will E-Mail Location of copy APWU VITAL PAPERS
Birth certificate Marriage certificate Divorce license Citizenship papers Military papers Tax records Other bank books Other LOCATION OF OTHER IMPORTANT DOCUMENTS For more information contact: Verification of Federal Service National Archives and Record Administration National Personnel Record Center (Civilian Personnel Records) 111 Winnebago Street St. Louis, MO 63318 Phone: 866-272-6272 APWU 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 and 14: CREDIT UNION Credit Union Address P
Page 15 and 16: STOCKS & MUTUAL FUNDS Brokerage Fir
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: FUNERAL/MEMORIAL ARRANGEMENTS (Spou
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

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