Planning Details
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Getting Started: Your Details
The list covers the basics, but add/edit/delete as you need based on your life. Confirm you have the items on hand, and jot down on the form below where they are located.
Remember: Let one or two people you trust know where this information can be accessed if necessary. Give a copy to the Power of Attorney listed in your will, and keep a copy of this with your other important documents (will, living will, policies and licenses, etc.)
These details belong to: _____________________________________
They were last updated on:__________________________________
Your Basic info:
Full Name:
Address:
Phone(s):
Email(s):
Birthday:
Social Security #:
Family Members contact info: Family, close friends, anyone listed in your Will and Living Will should be found here
· List: Full name, Relationship, Phone numbers, Email addresses, Home addresses, and any other relevant information
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Licenses and Policies:Confirm you have/need copies, and where located
Marriage Certificate (certified copy):
Birth Certificate:
Car Insurance:
Home Insurance:
Life Insurance:
Banking and Business:Bank names and contact info
Checking account(s):
Savings account(s):
Other bank account(s):
401k(s):
Other savings/retirement funds:
Stocks:
Account(s) on auto-pay:
College savings (529 plan, etc):
Debt (credit cards, school loans):
Mortgage:
Passwords:
Home computer username and password:
Laptop username and password:
Online banking accounts:
Cell phone password:
Email(s):
Social networking sites (Facebook/Linkedin/Flickr/etc.):
Online accounts (Netflix, iTunes, Amazon, etc):
Medical and Health:
Medical Insurance: (company and account #)
Medications:
Existing Conditions:
Allergies:
Allergies to medications:
Primary Care Physician:
Specialist(s):
Therapist:
Pediatrician:
Other:
My medical records are located:
Other Information:
Please make sure you visit the Checklist page as well:
http://www.harmonyins.com/Planning-Checklist.7.htm