What My Family Should Know Word Document

What ever family should know  Link to Microsoft Discussion Certificate

What My Family unit Should Know

A GUIDE FOR GETTING YOUR AFFAIRS IN ORDER

Proper noun:

Engagement Completed :

Foreword

Nosotros cannot stress as well often the importance of getting your personal affairs in lodge.  This procedure is important for anybody, but even more of import for those who ofttimes find themselves living away from family and friends.  Throughout your life, you have tried to protect your loved ones and now you have a chance to help them at a time when they will need that help the virtually.  Taking the time to plan now and tape information for your loved ones will be the about unselfish gifts of love yous can requite.

What My Family Should Know

Although many of us are efficient in our daily lives and keep meticulous records in our professions, most of us leave inadequate and incomplete records of our economic and personal affairs when nosotros dice.

When and how your benefits will exist paid and how your manor will be settled are many questions that must be answered.   This guide has been compiled to help you record the necessary facts for your family, your attorney and your executor.

We advise yous consummate this tape and shop it in a safe place so it volition exist available for possible revisions by y'all and later use past your family.  It is not recommended that you keep this guide in your condom deposit box since almost are sealed after death .

PERSONAL INFORMATION

Proper noun:

Social Security No.

Date of Nativity:

Place of Birth:

Current Home Accost:

Home Telephone #:

Work Phone #:

Supervisor's Telephone #:

Prior or Permanent Address:

Marital Condition:

Married:

Divorced:

Widowed:

Single:

Separated:

Date and Place of Marriage:

Name of Spouse:

(Please complete if different than to a higher place)

Electric current Abode Address:

Telephone #:

Spouse'south Employer:

Address of Employer:

Work Telephone #:

Name of Former Spouse:

Current Home Accost:

Work Phone #:

Date & Place of Marriage:

Date & Place of Divorce:

Registry of Children:

Given Name

Appointment of Birth

Place of Birth

SSN

Address

Current as of:

PERSONAL Information - SPOUSE

Proper name:

Social Security No.

Engagement of Nativity:

Identify of Birth:

Current Home Accost:

Home Telephone #:

Piece of work Telephone #:

Supervisor's Telephone #:

Prior or Permanent Address:

Marital Status:

Married

Divorced

Widowed

Unmarried

Separated

Engagement and Place of Marriage:

Name of Spouse:

(Delight complete if unlike than above)

Current Home Accost:

Telephone #:

Spouse's Employer:

Accost of Employer:

Work Phone #:

Name of One-time Spouse:

Current Home Address:

Piece of work Telephone #:

Engagement & Identify of Spousal relationship:

Date & Place of Divorce:

Registry of Children:

Given Proper name

Date of Birth

Place of Birth

SSN

Address

Electric current as of:

Family REGISTRY

Grandchildren
Name		Date of Nativity			Identify of Birth		SSN			Their Parents
Hubby's Family unit
Name of Male parent:								SSN:
Current Home Accost:
Telephone #:
Piece of work Telephone #:
Name of Female parent:								SSN:
Current Home Accost:
Telephone #:
Work Phone #:
Registry of Brothers and Sisters
Given Name				Date of Nascence		Place of Birth			Address
Wife's Family
Name of Begetter:								SSN:
Current Home Address:
Phone #:
Work Phone #:
Name of Mother:								SSN:
Electric current Home Accost:
Phone #:
Piece of work Telephone #:
Registry of Brothers and Sisters
Given Proper noun				Date of Birth		Place of Birth			Address

If any of the above family members are deceased, delight betoken date of death next to the proper name.

Current equally of:

IN CASE OF EMERGENCY

THESE PEOPLE MUST Be NOTIFIED

Name:					Human relationship:
Address:
Domicile Phone:				Work Phone:
Proper noun:					Relationship:
Accost:
Home Phone:				Work Telephone:
Name:					Human relationship:
Accost:
Habitation Telephone:				Work Phone:
Name:					Relationship
Accost:
Home Telephone:			Work Telephone:
Name:					Relationship
Address:
Abode Phone:			Work Phone:
Proper name:					Relationship:
Address:
Home Phone:			Work Telephone:
Proper name:					Relationship:
Address:
Abode Telephone:			Work Phone:
Proper noun:					Relationship:
Accost:
Habitation Phone:			Work Phone:
Name:					Relationship:
Address:
Home Phone:			Work Telephone:
Proper noun:					Relationship:
Accost:
Home Phone:			Work Phone:
Proper name:					Relationship:
Accost:
Home Phone:			Work Phone:

Current every bit of:

IMPORTANT Business AND PERSONAL CONTACTS

TO Be NOTIFIED

Immediate Supervisor:
Role Phone:								Home Telephone:
Spouse'southward Supervisor:
Office Phone:								Home Phone:
Personal Medico:
Address:
Office Phone:								Habitation Phone:
Clergy:
Address:
Office Phone:								Habitation Phone:
Attorney:
Address:
Function Phone:								Dwelling Telephone:
Dentist:
Accost:
Office Phone:									Habitation Phone:
Accountant:
Address:
Office Phone:									Home Telephone:
Insurance Agent:								Insurance Bureau:
Address:
Office Phone:
Banker:
Bank Name:
Address:
Office Phone:
Banker:
Investment Co.
Address:
Office Phone:
Other:										Relationship:
Accost:
Home Telephone:									Piece of work Phone:

Current as of:

PERSONAL FINANCE INFORMATION

Bank:
Checking Account No.:										Is Business relationship Joint?
Savings Account No.:										Is Account Articulation?
Depository financial institution:
Checking Account No.:										Is Account Joint?
Savings Business relationship No.:										Is Account Joint?
Bank:
Checking Account No.:										Is Account Joint?
Savings Account No.:										Is Account Articulation?
Certificate of Eolith #:									Bank:
Certificate is kept at:
Prophylactic Deposit Box #:								Bank:
Address of Depository financial institution/Branch:
Safe Deposit Box is attainable by:
Key is kept at:
DD214 – Record of War machine Service is located at:
Investment/Stock Portfolio is located at:
Bonds Portfolio is located at:
IRA Certificate and file are located at:
401K Retirement File is located at:
Credit Carte du jour Accounts:
Name:								Account Number:
Issued past:									Is Account Residue Insured?
Name:									Account Number:
Issued by:									Is Business relationship Balance Insured?
Proper noun:									Business relationship Number:
Issued by:									Is Account Remainder Insured?
Proper name:									Business relationship Number:
Issued by:									Is Account Balance Insured?
Proper name:									Account Number:
Issued by:									Is Account Remainder Insured?

Electric current as of:

REAL ESTATE

We/I own the belongings located at:
Mortgage on the belongings is held by:
Accost:
Monthly Payments:										Remainder of Loan:
Value of Property:
Homeowners Insurance Held by:
Homeowners Insurance Policy is located at:
Mortgage Insurance if whatever:
Mortgage Insurance Policy located at:
I/We own other real estate at:  (Listing addresses and aforementioned info every bit in a higher place):
Deeds, tax documents and pay records are located at:
Machine AND Motorcar INSURANCE
Brand		Model				Yr				Registered To	Status of Ownership
TRAILERS AND OTHER MOTOR VEHICLES
Make		Model				Year				Registered To	Status of Ownership
OTHER IMPORTANT Data

Current as of:

A SUMMARY OF MY EMPLOYEE BENEFITS

Health Insurance

I take Self Only

Or Family

Coverage with the following wellness programme:

This is a federal plan

YES:

NO:

I/We have boosted coverage under my spouse's health plan

YES:

NO:

That plan is

And is provided by:

Life Insurance (1)

I have Life Insurance in the amount of $

With

Company.

I accept a designation of beneficiary on file:

Aye:

NO:

The beneficiary named is:

He/She is enlightened of this designation:

YES:

NO:

Life Insurance (2)

I have Life Insurance in the amount of $

With

Company

I accept a designation of beneficiary on file:

Aye:

NO:

The beneficiary named is:

He/She is aware of this designation:

Yes:

NO:

I am enrolled in other employee sponsored supplemental insurance plans:

Yes:

No:

Plan Names:

Leaves Balances/Leave Programs:

As of (date):

Hours of almanac leave:

Hours of sick leave:

I am a member of a Medical Leave Sharing Program:

Yes:

No:

The beneficiary names is:

He/She is aware of this designation:

Yeah:

No:

Investment Plans:

I am a member of Austerity:

Yes:

No:

If yes, electric current balance:

I have a designation of beneficiary on file:

Yes:

No:

The casher named is:

He/She is enlightened of this designation:

Yeah:

No:

I am a member of some other employee investment program

Yes:

No:

I have a designation of beneficiary on file:

Yep:

No:

The beneficiary named is:

He/She is aware of this designation:

Yeah:

No:

Current as of:

RETIREMENT

I am a federal employee		Yes:			No:
If federal employee, I am under the:
Civil Service Retirement Organisation (CSRS)
Federal Employees Retirement System (FERS)
Other
I am eligible for retirement as of:
Due to prior military service or federal service, I have been advised that I may need to pay either a deposit or a re-deposit to fully receive credit for that service.   Yes:                   No:
Have deposits/re-deposits been paid?			Yes:	No:
If my death occurs before retirement, my spouse is aware that he/she may exist eligible for a survivor annuity?          Yes:       No:
Amount:   $	Per month.  Restrictions/Limitations:
Social Security:
If I am a federal employee under FERS, is my spouse aware he/she and the children may authorize for benefits under Social Security.        Yes:        No:
Boosted Benefits Data:

Current as of:

Last WISHES

Proper noun:

Church Preference:

Religious Affiliation:

Clergy:

Phone:

Funeral Dwelling Preference:

Address:

Phone:

I have a Pre-Paid Burying Program:

Yes

NO:

I would prefer to accept funeral services held at:

Funeral Home

Name of Funeral Home:

Church:

Proper noun of Church:

Accost: Phone #:

I prefer:

Internment

Entombment

Cremation

My choice of cemetery is:

I have non purchased a lot.

I accept purchased a lot.

The lot is in the name of:

Location of act for lot:

I would similar to have the post-obit persons act every bit pallbearers:

If cremated, what practice y'all wish done with your ashes?

Would you lot desire an obituary published?

Aye:

NO:

Please list the following in my obituary:

I am entitled to Veterans Benefits:

YES:

NO:

I am entitled to Military Honors:

Yes:

NO:

Musical Selections:

Special Requests for Service:

Current as of:

FINAL WISHES

Proper name:

Church building Preference:

Religious Affiliation:

Clergy:

Phone:

Funeral Abode Preference:

Address:

Phone:

I accept a Pre-Paid Burial Plan:

Yeah

NO:

I would adopt to have funeral services held at:

Funeral Habitation

Name of Funeral Home:

Church:

Name of Church:

Accost: Phone #:

I prefer:

Internment

Entombment

Cremation

My choice of cemetery is:

I have not purchased a lot.

I have purchased a lot.

The lot is in the name of:

Location of act for lot:

I would like to have the following persons act as pallbearers:

If cremated, what do you wish washed with your ashes?

Would you want an obituary published?

Yeah:

NO:

Please list the post-obit in my obituary:

I am entitled to Veterans Benefits:

YES:

NO:

I am entitled to Military Honors:

YES:

NO:

Musical Selections:

Special Requests for Service:

Current as of:

TRUSTS AND POWERS OF Attorney

              An chaser tin can all-time advise yous if yous demand to execute a Will.  While it is possible to do Wills using various software packages, it is non advisable to do so without having information technology reviewed past an attorney.  Fifty-fifty coping and onetime Volition could be a problem, if y'all accept changed your habitation of record or have any changes in your family or your avails.  You should also rely on your attorney to advise y'all regarding a power of attorney.  While many can be done without the use of an attorney, again the money is well spent if it ensures yous and your family that your affairs are in order.

I accept a Will that is located at:
The attorney who handled my Will is:
At the Law House of:
Phone Number:
My last Volition is dated:
The Executor is:
Legal Guardianship Documents are located at:

TRUST FUNDS

              You may wish to seek the advice of your chaser and investment advisor to determine if establishing a Trust Fund would exist beneficial.  There are many types of Trust Funds for diverse purposes and each must be done by an attorney.  Only retrieve that if you lot are setting up a trust fund and want your employee benefits to be paid into the trust, than you must update your beneficiary forms to reverberate this.

LIVING WILL OR HEALTH CARE POWER OF Attorney

              Individuals may as well wish to execute a Living Volition or Wellness Intendance Power of Attorney that instructs family members and physicians what steps they may want taken should they become unable to brand health care decisions for themselves.  Since copies of these documents may not exist accepted by a doctor, you should ensure that signed originals should be given to your individual physician, your family members and possibly your attorney.

I have Non executed a "living Volition"		I have executed a "living Will"
My "living Will" is located at:

ORGAN DONATION

I DO NOT desire any of my organs donated.
I would similar to donate Whatsoever organs needed for transplant.
I would like to donate only the following organs for transplant/research:
I would like to donate my body for research.

Current as of:

OTHER IMPORTANT Information

Current as of:

What My Family Should Know Word Document,

Source: http://www.nccpaa.org/Whatmyfamilyshouldknow.htm

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