WHERE ARE YOUR VALUABLE
PAPERS?
EC 1234
Reprinted November 1999
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You may have many important papers relating
to personal records, property ownership, insurance, finances,
and other business affairs. This publication will help you inventory
your important papers, locate papers when needed, direct others
in an emergency, and evaluate your family business affairs.
Fill in this publication and keep it at home.
Review it at least once a year. Bring it up to date whenever
significant changes occur. You may wish to prepare a copy for
a relative or close friend for use in an emergency.
Your name ________________________________________
Address __________________________________________
Date prepared _____________________________________
Family Record
List all family members including children married and/or living
away from home. Under Comments, include such information
as health conditions, membership in organizations, etc., that
would be useful in an emergency. |
| Name |
Date of Birth |
Where Birth is Recorded |
Comments |
| Husband |
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| Wife |
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| Children/Addresses/Phone |
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Close Relatives or Friends
List those persons who should be notified when serious emergencies
occur. |
| Name |
Address - Phone Number |
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Power of Attorney
If you have given someone the written legal power to act for
you in case you become unable to handle your own financial affairs,
indicate below. |
| Name |
Address - Phone Number |
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Family Advisers
Write names and addresses of any advisers you depend on in your
personal and business affairs. |
| Name |
Address - Phone Number |
| Clergy |
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| Doctor |
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| Accountant |
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| Banker |
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| Broker |
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| Insurance agents |
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| Lawyer |
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| Financial planner |
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Location of Your Valuable Papers
Being able to find your valuable papers quickly is important
to you and your survivors. Under Location, clearly identify
the specific desk and drawer, closet, box, etc. |
| Valuable Papers |
Location |
Valuable Papers |
Location |
| Wills and Instructions |
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Personal Property Papers |
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| Husband's will |
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Checkbooks |
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| Wife's will |
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Savings passbooks and certificates |
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| Copies of wills |
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Insurance (life, health, accident) |
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| Funeral directions-- cremation, burial |
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Stock certificates |
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| Memorial Society membership |
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Savings bonds |
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| Special letters of instruction |
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Safe deposit box and key |
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| Power of attorney |
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Income tax records |
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Canceled checks and stubs |
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| Personal Papers |
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Inventory of household goods |
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| Birth certificates |
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Automobile title |
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| Baptismal certificates |
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Registrations--auto, dog, etc. |
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| Marriage certificates |
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Guarantees on appliances |
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| Adoption certificates |
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Appliance instruction books |
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| Divorce certificates |
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Credit cards (list them) |
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| Death certificates |
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| Naturalization papers |
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Real Estate Papers |
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| Diplomas |
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Deed to your house |
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| Passports |
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Deed to other real estate |
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| Social Security cards |
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Record of improvements |
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| Employment records |
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Mortgage papers |
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| Armed Forces records |
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Mortgage payment receipts |
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| Family health records |
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Insurance policies |
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| Oregon Advance Directive |
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| Banking Services |
| Name and Address
of Financial Firm |
Identification
Number |
In Whose
Name(s) |
| Checking accounts |
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| Savings accounts |
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| Certificates of deposit |
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| Money market certificates |
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| Trust accounts |
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| Safe deposit box |
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| Other services (incl. financial planner) |
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Real Estate and Business Interests
List real property and business interests owned by the family.
Also include mortgages held. Kind of Ownership refers
to the legal form of ownership such as tenancy in common or joint
tenancy. |
| Kind of Property |
Location (address) |
Name(s) of Owner(s) |
Kind of Ownership |
Date Acquired |
Purchase Price |
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Stocks, Bonds, and Securities
List any United States Savings Bonds, Treasury securities, government
agency securities, corporate and governmental stock certificates,
and other securities you own. |
| Name of Asset |
Serial
Number |
Date Purchased |
Purchase
Price |
Other Useful Information (name of owner, no. of shares, maturity date) |
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Mutual Funds
List any mutual funds and money-market funds you own. |
| Company Name and Fund Type |
Identification Number |
Date Acquired |
Original Amount |
Other Useful Information (name of owner, no. of shares, maturity date) |
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Other Personal Property
List autos, boats, mobile home, and other items of value (jewelry,
antiques, books, collections, royalties, patents, etc.). |
| Name of Asset |
Date
Acquired |
Purchase Price
or Value |
Other Useful Information
(name of owner, no. of shares, maturity date) |
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Property Insurance
In this section, inventory your insurance policies. |
| Description of Property |
Kind of Risk Insured |
Amount of Coverage |
Policy
Number |
Name of Company |
| Real estate |
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| Automobiles |
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| Other personal property |
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| Personal liability |
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| Other |
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Life Insurance and Annuities
Inventory all life insurance policies and annuities carried on
members of the family. Indicate kind of policy such as term,
whole life, endowment, family income, etc. If owner of policy
is not the person insured, give both names. |
| Person Insured |
Kind of Policy |
Face Value |
Policy Number |
Beneficiary |
Name of Company |
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Health Insurance--Accident, Disability, Hospital
Include BlueCross BlueShield, major medical, other employers'
insurance, Medicare, and/or individual policies on family members. |
| Person(s) Insured |
Kind of Policy |
Amount of Coverage |
Policy
Number |
Name of Group or Company
Providing Insurance |
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Social Security, Retirement, and Employment
Information concerning these items is often needed in filing
applications, checking records, settling estates, etc. |
| Social Security |
Employment Record |
| Name of Insured |
Social Security
Number |
Family Member |
Dates of
Employment |
Name of Employer |
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| Retirement, Pension,
or Profit-Sharing Plan |
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| Person in
System |
Name of System |
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Money Owed
This list can help you realize how much debt you have, and would
be extremely helpful to those who handle your affairs during
serious illness or after your death. |
| Person or Company Owed |
Address |
Amount of Original Debt |
Terms of Payment |
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Revised July 1995. Reprinted
November 1999.
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