Last Day Planner_NEW_PIC_2018

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How To Make The Best Use Of This Kit This "Facts of Your Life" kit can help you accomplish two important tasks. First, it helps you decrease the stress of record keeping in your daily life by providin a one-stop resource for basic family information. Secondly, completing the elements will ease the paperwork stress on your family in the event of a disability or death. How successfully these tasks are accomplished depends largely on the completeness and clarity with which the booklet is filled in. Complete the information as if this is the only guide available to someone who will never be able to check with you directly on any of the information. 1. Scan the whole booklet. You may find it easiest to go through the first time and note the information that is readily available, then go back and fill in the missing pieces. 2. If a section does not apply to you, indicate that it does not apply and go on to the next section. Your family will know that you did not unintentionally leave something blank. 3. Take the time to find all the information and fill out the forms completely. You know where to find the answers, someone else who must use the information may not. 4. Modify the pages if you need to, e.g. if you are unmarried but have someone you would like to include, cross through "spouse" and replace it with a term that describes their relationship to you, such as "lifetime partner" or "special friend". 5. Print or type legibly. 6. Keep the forms up-to-date. Make a date with yourself and your family to change them the same time every year, e.g. when you file your taxes. 7. In filling in line-by-line elements keep these factors in mind: Name - full name, spelled correctly Address - city, state, zip code Phone - area code and phone number Location of records - signed, dated and, if applicable, witnessed copies 8. If you store any of this information on computer note the computer location, file location, type of software used, and name of the file. Make sure to keep a copy of back-up disks in a safe place. 9. Photocopy any of the forms for additional family information. 10. Keep this kit in a safe and easily accessible location. Make your family aware of that location. 6
Documents: What to Keep Where to Store When to Shred The financial services industry certainly produces a lot of paper! Here’s what you need to keep and when you can trash it. Start by stacking all the paper in one big pile. Check your drawers (home and work), filing cabinets, folders, boxes, glove compartments, even your safe deposit box. Then separate the papers into these five groups: 1. Originals you rarely need 2. Originals you sometimes need. 3. Other Documents 4. Tax Documents 5. Investment Documents 1. Originals you rarely need Store in: Shred after: Give copies to: Adoption papers Bank safety deposit box Never discard Executor, lawyer Citizenship papers Bank safety deposit box Never discard Executor Divorce decree Bank safety deposit box Never discard Lawyer Lawsuits Bank safety deposit box Never discard Lawyer Household inventory Photos of possessions Bank safety deposit box Never discard Insurance Agent Bank safety deposit box Never discard Financial advisor Military discharge Bank safety deposit box Never discard Never discard Veteran’s papers Bank safety deposit box Never discard Never discard 7
Page 1 and 2: ORRYFREE RETIREMENT ® •• •
Page 3 and 4: An increasing challenge is keeping
Page 5: Take Time Now to Plan Each member m
Page 9 and 10: 3. Other Documents Store in: Shred
Page 11 and 12: Location of Important Papers Adopti
Page 13 and 14: Family Records and Information Abou
Page 15 and 16: Insurance and Annuities Life Insura
Page 17 and 18: Insurance and Annuities (continued)
Page 19 and 20: Benefits Available Upon My Spouse
Page 21 and 22: Sources of Immediate Cash / Care of
Page 23 and 24: Financial Assets Bank Accounts (Inc
Page 25 and 26: Personal Letter of Direction Dear F
Page 27 and 28: Body or Organs to be Donated: Funer
Page 29 and 30: Obituary Information This biographi
Page 31 and 32: ___________________________________
Page 33 and 34: Additional Instructions and Informa
Page 35 and 36: Any Changes, Corrections, or Update

Last Day Planner_NEW_PIC_2018

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