Transcription
The Big Book ofEverythingVersion IIIaCompiled by Erik A. Dewey
The Big Book of Everything - Information Organizer Mk IVTable of contentsDateUpdatedInstructionsAbout Me and My FamilyPersonal InformationAdoption InformationPet InformationPrevious AddressesCurrent ResumeEmployment HistorySchooling HistoryTranscriptsMilitary HistoryGroups and OrganizationsCredit ReportOther InformationDocument LocationEmergency PlanTravel InformationSafes and StorageTax IssuesProperty TaxData backup plansPasswords and LoginsAccount Numbers (Utilities)AssetsBank AccountsInvestmentsRetirement PlansPrivate BusinessReal EstateVehiclesValuables InventoryDebts Owed to YouOther 7282930DateUpdatedLiabilitiesSubscriptionsLoan ObligationsCredit CardsOther DebtsInsuranceLife Insurance PoliciesHealth Insurance PoliciesCar Insurance PoliciesOther Vehicle PoliciesHomeowner/Renter InsuranceMedicalMedical HistoryPrescription MedicationExtended Family Medical HistoryLong Term Health CareOrgan and Body DonationFinal ArrangementsGuardianship of ChildrenFinal ArrangementsFuneral Guest ListEulogy NotesPersonal LettersEstate PlansOther ContactsFuneral Receipts7/8/2015 - added Military and Adoption pages, updated credit bureau addr10/8/15 - added links, date updated, added date due and how pay, reordered pages31323334353637383940414243444546474849505152
hing - Information Organizer Mk IV
The Big Book of EverythingWelcome and get ready to document your life.The idea behind this book is to have a single place where you or a loved one can find any piece of information about you.The majority of the information tracked in this book is financial in nature and the ultimate use is for when you pass on.Contained in this book is hopefully everything your loved ones need to know about you during a trying time.Wills and trusts are very important, and realize this book does not replace them, but what about things that aren’tcovered by them. What is the password to the deceased’s email account? What is the account number and contactinformation for the cable company? Where is last year’s tax return stored? These kinds of questions can be answered bythis book.However, it is not just to be used when dealing with the loss of a loved one. It also contains information that is calledupon occasionally but hard to remember. Things like the addresses of all of your residences, the VIN number on yourcar, the address of that place you worked at one summer.Now there are a lot of things to fill out here and a lot of information to gather. Don’t panic and don’t feel overwhelmed.Nobody says you have to get this done in a day, or a week even. Just take your time and fill out the forms as you havetime. You should be able to fill out about one form a day and have the entire book finished in a month. If you need morethan one page to track something, simply print out another sheet.Each year, go through the book and make any changes that you need to. Print off additional sheets if the current onesare full or the changes are that significant. It is important to keep the book as up to date as possible as you never knowwhen you will need some of that information.Finally, it should be obvious, but make certain others know about this book and where you keep it. Also since it containsa lot of confidential information, be sure to safeguard its location in some manner.If you come across any problems or think of things that should be included, please let me know and I'll update the file.Thanks.Erik A. Deweyerik@erikdewey.comwww.erikdewey.com1
Table of ContentsPersonal Information (you, spouse, children, parents)NameHome phoneCurrent addressWork phoneCell phoneAll email addressesOffice addressBirthdateOffice contact name and phoneBirthplaceNameHome phoneAnniversarySSNWork phoneCell phoneAll email addressesOffice contact name and phoneBirthplaceNameHome phoneAnniversarySSNWork phoneCell phoneAll email addressesBirthplaceAnniversarySSNDL #DL StateCurrent addressWork phoneCell phoneAll email addressesOffice addressBirthdateDL StateOffice contact name and phoneNameHome phoneDL #Current addressOffice addressBirthdateDL StateCurrent addressOffice addressBirthdateDL #Office contact name and phoneBirthplaceAnniversarySSNNotes2DL #DL State
Table of ContentsAdoption InformationChild's name before adoptionChild's name after adoptionBirth mother nameBirth mother DOBBirth institution nameBirth institution addressLocation of original birth certificateCompleted reunion registryAdoption agency nameAdoption agency contact infoChild's name before adoptionChild's name after adoptionBirth mother nameBirth mother DOBBirth institution nameBirth institution addressLocation of original birth certificateCompleted reunion registryAdoption agency nameAdoption agency contact infoChild's name before adoptionChild's name after adoptionBirth mother nameBirth mother DOBBirth institution nameBirth institution addressLocation of original birth certificateCompleted reunion registryAdoption agency nameAdoption agency contact infoBirth father nameBirth father nameBirth father nameNotes3Birth father DOBBirth father DOBBirth father DOB
Table of ContentsPet informationNameAnimal TypeBreedColorOther ID numbers or unique featuresSexAdopt/Birth DateLicense NumberAKC NumberVet NameVet PhoneVet AddressPet Insurance NamePet Insurance PhonePet Insurance ID NumPet Insurance AddressMedication NameFrequencyMedication NameFrequencyMedication NameFrequencyMedication NameFrequencyNameAnimal TypeBreedOther ID numbers or unique featuresSpay/Neuter?Special needsFood infoColorSexAdopt/Birth DateLicense NumberAKC NumberVet NameVet PhoneVet AddressPet Insurance NamePet Insurance PhonePet Insurance ID NumPet Insurance AddressMedication NameFrequencyMedication NameFrequencyMedication NameFrequencyMedication NameFrequencySpay/Neuter?Special needsFood infoNotes4
Table of ContentsPrevious AddressesStreetStateCityZipDates lived thereWhoStreetStateCityZipDates lived thereWhoStreetStateCityZipDates lived thereWhoStreetStateCityZipDates lived thereWhoStreetStateCityZipDates lived thereWhoStreetStateCityZipDates lived thereWhoStreetStateCityZipDates lived thereWhoStreetStateCityZipDates lived thereWhoNotes5
Table of ContentsCurrent ResumeKeep a copy of your current resume in a pouch or page protector on this page.6
Table of ContentsEmployment (Current and Previous)Who employed?Company nameCityStatePosition heldStreetZipPhoneSupervisorDates employedStarting payEnding payWho employed?Company nameStreetCityStatePosition heldZipPhoneSupervisorDates employedStarting payEnding payWho employed?Company nameStreetCityStatePosition heldZipPhoneSupervisorDates employedStarting payEnding payWho employed?Company nameStreetCityStatePosition heldZipPhoneSupervisorDates employedStarting payEnding payWho employed?Company nameStreetCityStatePosition heldDates employedZipPhoneSupervisorStarting payEnding payNotes7Reason for leavingReason for leavingReason for leavingReason for leavingReason for leaving
Table of ContentsSchooling HistoryGrades AttendedSchool NameStreetCityStateZipPhoneWhoDates attendedDegree earnedGPAMajorMinorGrades AttendedSchool NameStreetCityStateZipPhoneWhoDates attendedDegree earnedGPAMajorMinorGrades AttendedSchool NameStreetCityStateZipPhoneWhoDates attendedDegree earnedGPAMajorMinorGrades AttendedSchool NameStreetCityStateZipPhoneWhoDates attendedDegree earnedGPAMajorMinorGrades AttendedSchool NameStreetCityStateZipPhoneWhoDates attendedDegree earnedGPAMajorMinorNotes8
Table of ContentsTranscriptsKeep a copy of all your college transcripts in a pouch or page protector on this page.9
Table of ContentsMilitary HistoryPayroll NameDate EnteredDate ReleasedBranchSSANOfficer/EnlistedFinal RankBranchSSANOfficer/EnlistedFinal RankBranchSSANOfficer/EnlistedFinal RankBranchSSANOfficer/EnlistedFinal RankBranchSSANOfficer/EnlistedFinal RankDOBPlace of BirthDOBPlace of BirthDOBPlace of BirthDOBPlace of BirthDOBPlace of BirthMedical IssuesPayroll NameDate EnteredDate ReleasedMedical IssuesPayroll NameDate EnteredDate ReleasedMedical IssuesPayroll NameDate EnteredDate ReleasedMedical IssuesPayroll NameDate EnteredDate ReleasedMedical IssuesNotes10
Groups and Organizations (clubs, professional organizations, civic groups, etc.)Group nameMembership levelContact nameWhoGroup nameMembership levelWhoWhoWhoWhoWhoAwards receivedAwards receivedAwards receivedWhoAwards receivedMember sinceAwards receivedMembership numberContact phone/emailMember sinceMembership numberContact phone/emailMember sinceMembership numberContact phone/emailMember sinceContact nameWhoMembership numberContact phone/emailContact nameGroup nameMembership levelMember sinceContact nameGroup nameMembership levelAwards receivedMembership numberContact phone/emailContact nameGroup nameMembership levelMember sinceContact nameGroup nameMembership levelAwards receivedMembership numberContact phone/emailContact nameGroup nameMembership levelMember sinceContact nameGroup nameMembership levelAwards receivedContact phone/emailMembership numberContact phone/emailMember sinceNotes11Membership numberTable of Contents
Table of ContentsCredit ReportKeep a current copy of your credit report(s) in a pouch or page protector on this page. You can go to annualcreditreport.com.12
Table of ContentsLocation of Important Documents and ContactsWhoBirth Certificate LocationWhoBirth Certificate LocationWhoBirth Certificate LocationWhoBirth Certificate LocationWhoMarriage License LocationWhoMarriage License LocationWhoDivorce Decree LocationWhoDivorce Decree LocationWhoOther Document TypeLocationWhoOther Document TypeLocationWhoOther Document TypeLocationWhoOther Document TypeLocationWhoOther Document TypeLocationWhoOther Document TypeLocationWhoOther Document TypeLocationWhoOther Document TypeLocationWhoAttorney NameAttorney AddressWhoAttorney SpecialtyAttorney NameAttorney AddressWhoAccountant AddressPhoneAttorney SpecialtyAttorney NameAttorney AddressWhoPhonePhoneAttorney SpecialtyAccountant NamePhoneAccountant SpecialtyNotes13
Table of ContentsEmergency PlanMeeting location 1Meeting location 2Emergency grab listWater shutdown locationGas shutdown locationFire extinguisherSmoke detectorsBurglar alarm CodeAlarm company contactEmergency water locationEmergency food locationEmergency cash locationEmergency contact nameRelationshipPhone number(s)AddressEmergency contact nameRelationshipPhone number(s)AddressEmergency contact nameRelationshipPhone number(s)AddressOther emergency notes14
Table of ContentsTravel Information (Passports, loyalty programs, etc.)Name on PassportPassport numberStorage LocationIssuing CountryExpiration DateName on PassportPassport numberStorage LocationIssuing CountryExpiration DateName on PassportPassport numberStorage LocationIssuing CountryExpiration DateName on PassportPassport numberStorage LocationIssuing CountryExpiration DateLoyalty ProgramID NumberLevelWebsiteNotesLoyalty ProgramID NumberLevelWebsiteNotesLoyalty ProgramID NumberLevelWebsiteNotesLoyalty ProgramID NumberLevelWebsiteNotesLoyalty ProgramID NumberLevelWebsiteNotesLoyalty ProgramID NumberLevelWebsiteNotesLoyalty ProgramID NumberLevelWebsiteNotesLoyalty ProgramID NumberLevelWebsiteNotesLoyalty ProgramID NumberLevelWebsiteNotesParking Permit TypeID NumberVehicle AssociatedContact NameContact PhoneParking Permit TypeID NumberVehicle AssociatedContact NameContact PhoneParking Permit TypeID NumberVehicle AssociatedContact NameContact PhoneGlobal Entry ID /Who NumberGlobal Entry ID /Who Number15
Table of ContentsSafes, Storage Units, PO Boxes, Safety Deposit Boxes, etc.TypeLocationCombinationWhat is stored within?TypeDate ClosedLocationCombinationWhat is stored ocationCombinationKey locationDate ClosedLocationCombinationWhat is stored within?TypeKey locationDate ClosedWhat is stored within?TypeKey locationDate ClosedWhat is stored within?TypeKey locationDate ClosedWhat is stored within?TypeKey locationKey locationDate ClosedLocationCombinationWhat is stored within?Key locationDate ClosedOther KeyWhat lockWhere keptOther KeyWhat lockWhere keptOther KeyWhat lockWhere keptOther KeyWhat lockWhere keptNotes16
Table of ContentsTax Issues and RecordsTax YearLocation of formsFederal tax owedState tax owedTax YearLocation of formsFederal tax owedState tax owedTax YearLocation of formsFederal tax owedState tax owedTax YearLocation of formsFederal tax owedState tax owedTax YearLocation of formsFederal tax owedState tax owedTax YearLocation of formsFederal tax owedState tax owedTax YearLocation of formsFederal tax owedState tax owedTax YearLocation of formsFederal tax owedState tax owedCity tax owedCity tax owedCity tax owedCity tax owedCity tax owedCity tax owedCity tax owedCity tax owedName of CPACPA contact informationFederal tax paid/refState tax paid/refName of CPACPA contact informationFederal tax paid/refState tax paid/refName of CPACPA contact informationFederal tax paid/refState tax paid/refName of CPACPA contact informationFederal tax paid/refState tax paid/refName of CPACPA contact informationFederal tax paid/refState tax paid/refName of CPACPA contact informationFederal tax paid/refState tax paid/refName of CPACPA contact informationFederal tax paid/refState tax paid/refName of CPACPA contact informationFederal tax paid/refState tax paid/refNotes17City tax paid/refCity tax paid/refCity tax paid/refCity tax paid/refCity tax paid/refCity tax paid/refCity tax paid/refCity tax paid/ref
Table of ContentsProperty Tax RecordsTax YearLocation of formsAddressTax YearLocation of formsAddressTax YearLocation of formsAddressTax YearLocation of formsAddressTax YearLocation of formsAddressTax YearLocation of formsAddressTax YearLocation of formsAddressTax YearAddressLocation of formsName of CPACPA contact informationTaxable ValueTax OwedName of CPACPA contact informationTaxable ValueTax OwedName of CPACPA contact informationTaxable ValueTax OwedName of CPACPA contact informationTaxable ValueTax OwedName of CPACPA contact informationTaxable ValueTax OwedName of CPACPA contact informationTaxable ValueTax OwedName of CPACPA contact informationTaxable ValueTax OwedName of CPACPA contact informationTaxable ValueTax OwedNotes18Homestead Exempt?Homestead Exempt?Homestead Exempt?Homestead Exempt?Homestead Exempt?Homestead Exempt?Homestead Exempt?Homestead Exempt?
Data Backup Plans (services, thumb drives, external hard drives, DVDs, etc.)TypeDescriptionID/Login (if needed)PasswordLocationDescriptionID/Login (if needed)PasswordLocationDescriptionID/Login (if needed)PasswordLocationDescriptionID/Login (if needed)PasswordLocationDescriptionID/Login (if needed)PasswordLocationDescriptionID/Login (if needed)PasswordLocationDescriptionID/Login (if needed)PasswordLocationDescriptionID/Login (if needed)PasswordLocationDescriptionID/Login (if needed)PasswordLocationHow to restoreTypeHow to restoreTypeHow to restoreTypeHow to restoreTypeHow to restoreTypeHow to restoreTypeHow to restoreTypeHow to restoreTypeHow to restore19Table of Contents
Table of ContentsPasswords and DPassword/PINWebsite/CompanyIDPassword/PIN20
Account Numbers (Utilities, Mortgage, Cable, Lawn, Cell Phone, Cleaning, etc.)Table of ContentsAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsiteAccount typeAccount numberDate Due/How PayCompanyPhoneWebsite21
Table of ContentsBank AccountsTypeInstitutionOwners of accountAccount numberInstitution contact infoStatements sent to (physical address or email address)Location of checks and used checkbooksTypeATM and debit cards for accountInstitutionOwners of accountInstitution contact infoLocation of checks and used checkbooksAutomated payments fromATM and debit cards for accountInstitutionOwners of accountATM PINAccount numberInstitution contact infoStatements sent to (physical address or email address)Location of checks and used checkbooksTypeATM PINAccount numberStatements sent to (physical address or email address)TypeAutomated payments fromAutomated payments fromATM and debit cards for accountInstitutionOwners of accountAccount numberInstitution contact infoStatements sent to (physical address or email address)Location of checks and used checkbooksATM PINAutomated payments fromATM and debit cards for accountNotes22ATM PIN
Table of ContentsInvestments (including mutual funds, annuities, and stocks)TypeNameContact infoTypeLocation of informationNameContact infoTypeNameTypeNameTypeNameTypeNameTypeContact alueDateAccount numberLocation of informationNameContact infoDateAccount numberLocation of informationContact infoValueAccount numberLocation of informationContact infoDateAccount numberLocation of informationContact infoValueAccount numberLocation of informationContact infoTypeAccount numberAccount numberLocation of informationNameAccount numberLocation of informationNotes23
Table of ContentsRetirement Plans (401k, pensions, IRAs, etc.)TypeNameContact infoTypeLocation of informationNameContact infoTypeNameTypeNameTypeNameTypeNameTypeContact alueDateAccount numberLocation of informationNameContact infoDateAccount numberLocation of informationContact infoValueAccount numberLocation of informationContact infoDateAccount numberLocation of informationContact infoValueAccount numberLocation of informationContact infoTypeAccount numberAccount numberLocation of informationNameAccount numberLocation of informationNotes24
Table of ContentsPrivate BusinessTypeName of companyPosition in companyPartner namePartner contact infoPartner namePartner contact infoLocation of business/tax formsName of bankLocation of inventoryBank account numberPINBank urlDomain name regAccount IDEmail urlSSN/FEINCredit card number (s)Bank website IDBank website passwordPasswordWebhostAccount IDPasswordEmail addressPWOther websiteIDPasswordOther websiteIDPWOther websiteIDPasswordOther websiteIDPWOther websiteIDPasswordNotes25
Table of ContentsReal EstateLocationTypeMortgage holderMortgage acct numProperty taxesLocation of paperworkDateEst ValueDateEst ValueDateEst ValueLender contact infoNotesLocationTypeMortgage holderMortgage acct numProperty taxesLocation of paperworkLender contact infoNotesLocationTypeMortgage holderMortgage acct numProperty taxesLocation of paperworkLender contact infoNotesNotes26
Table of ContentsAutomobiles, Motorcycles, Boats, RVs, and other vehiclesTypeYearMakeLicense plate #Location of spare keyInsurerModelColorVINPolicy numberOdometer/hoursNotesDateTypeYearMakeLicense plate #Location of spare keyInsurerModelColorVINPolicy numberOdometer/hoursNotesDateTypeYearMakeLicense plate #Location of spare keyInsurerModelColorVINPolicy numberOdometer/hoursNotesDateTypeYearMakeLicense plate #Location of spare keyInsurerModelColorVINPolicy numberOdometer/hoursNotesDateTypeYearMakeLicense plate #Location of spare keyInsurerModelNotesColorVINPolicy numberOdometer/hoursDateNotes27
Valuables Inventory (go room by room and look for things of value)Table of iptionTypeModel numberColorSerial NumberLocationDateEst ValueModel numberColorSerial NumberLocationDateEst ValueModel numberColorSerial NumberLocationDateEst ValueModel numberColorSerial NumberLocationDateEst ValueModel numberColorSerial NumberLocationDateEst ValueModel numberColorSerial NumberLocationDateEst ValueModel numberColorSerial NumberLocationDateEst ValueModel numberColorSerial NumberLocationDateEst ValueNotes28
Table of ContentsDebts and Obligations Owed to YouTypeDebtorOriginating dateFinal payment dateDebtor contact infoOriginal debt amtCurrent balanceDatePaid off (and date)?DatePaid off (and date)?DatePaid off (and date)?DatePaid off (and date)?NotesTypeDebtorOriginating dateFinal payment dateDebtor contact infoOriginal debt amtCurrent balanceNotesTypeDebtorOriginating dateFinal payment dateDebtor contact infoOriginal debt amtCurrent balanceNotesTypeDebtorOriginating dateFinal payment dateDebtor contact infoOriginal debt amtCurrent balanceNotesNotes29
Table of ContentsOther Assets (Savings bonds, stock options, etc.)TypeNameContact infoTypeLocationNameContact infoTypeNameTypeNameTypeNameTypeNameTypeContact alueDateAccount numberLocationNameContact infoDateAccount numberLocationContact infoValueAccount numberLocationContact infoDateAccount numberLocationContact infoValueAccount numberLocationContact infoTypeAccount numberAccount numberLocationNameAccount numberLocationNotes30
Subscriptions (Newspapers, magazines, monthly services, Netflix, etc.)Table of ContentsSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsiteSubscription TypeAccount numberCompanyExpiration dateWebsite31
Table of ContentsLoan ObligationsTypeLoaning institutionAccount numberOriginating dateTypeLoaning institutionAccount numberOriginating dateTypeLoaning institutionAccount numberOriginating dateTypeLoaning institutionAccount numberOriginating dateTypeLoaning institutionAccount numberOriginating dateTypeLoaning institutionAccount numberOriginating dateTypeLoaning institutionAccount numberOriginating dateTypeLoaning institutionAccount numberOriginating dateContact infoFinal payment dateLoan amountPaid off and date?Loan balanceContact infoFinal payment dateLoan amountPaid off and date?Loan balanceContact infoFinal payment dateLoan amountLoan amountLoan balanceLoan amountLoan balanceLoan amountLoan balanceLoan amountLoan balanceLoan amountNotes32DatePaid off and date?Loan balanceContact infoFinal payment dateDatePaid off and date?Contact infoFinal payment dateDatePaid off and date?Contact infoFinal payment dateDatePaid off and date?Contact infoFinal payment dateDatePaid off and date?Contact infoFinal payment dateDateDatePaid off and date?Loan balanceDate
Table of ContentsCredit CardsType (Visa, MC, etc.)BrandCard numberIssuing bankName on cardExp dateSecurity codeCard websiteWebsite IDWebsite passwordInterest rateBalanceCredit limitDateType (Visa, MC, etc.)BrandIssuing bankName on cardExp dateSecurity codeCard numberOutside US customer service phone numCard websiteWebsite IDWebsite passwordInterest rateBalanceCredit limitDateType (Visa, MC, etc.)BrandIssuing bankName on cardExp dateSecurity codeCard numberWebsite IDWebsite passwordInterest rateBalanceCredit limitDateType (Visa, MC, etc.)BrandIssuing bankName on cardExp dateSecurity codeCard websiteWebsite IDWebsite passwordInterest rateBalanceCredit limitClosed?Date closedCust service phoneOutside US customer service phone numCard websiteCard numberCust service phoneClosed?Date closedCust service phoneOutside US customer service phone numClosed?Date closedCust service phoneOutside US customer service phone numDateNotes33Closed?Date closed
Table of ContentsOther DebtsTypeDebt holderOriginating dateFinal payment dateHolder contact infoOriginal debt amtCurrent balanceDatePaid off (and date)?DatePaid off (and date)?DatePaid off (and date)?DatePaid off (and date)?NotesTypeDebt holderOriginating dateFinal payment dateHolder contact infoOriginal debt amtCurrent balanceNotesTypeDebt holderOriginating dateFinal payment dateHolder contact infoOriginal debt amtCurrent balanceNotesTypeDebt holderOriginating dateFinal payment dateHolder contact infoOriginal debt amtCurrent balanceNotesNotes34
Table of ContentsLife Insurance Policies (includes AD&D and LTD)WhoPolicy holderPolicy holder contact informationWhoWhoWhoWhoWhoDue DateBeneficiariesPolicy numberPolicy number35How to PayPolicy amountDue DateNotesHow to PayPolicy amountDue DateBeneficiariesHow to PayPolicy amountDue DateBeneficiariesHow to PayPolicy amountPolicy numberPolicy holderPolicy holder contact informationDue DateBeneficiariesHow to PayPolicy amountPolicy numberPolicy holderPolicy holder contact informationDue DateBeneficiariesHow to PayPolicy amountPolicy numberPolicy holderPolicy holder contact informationDue DateBeneficiariesHow to PayPolicy amountPolicy numberPolicy holderPolicy holder contact informationDue DateBeneficiariesPolicy holderPolicy holder contact informationPolicy amountPolicy numberPolicy holderPolicy holder contact informationWhoBeneficiariesPolicy holderPolicy holder contact informationWhoPolicy numberHow to Pay
Health Insurance Policies (includes Dental and Prescription Drugs)Table of ContentsWho coveredInsurerPolicy contact informationNetworkCo Pay amountWebsiteCost/monthHow PayWho coveredInsurerCo Pay amountWebsiteWho coveredInsurerCo Pay amountWebsiteWho coveredInsurerCo Pay amountWebsiteWho coveredInsurerCo Pay amountWebsiteWho coveredInsurerCo Pay amountWebsiteWho coveredInsurerCo Pay amountWebsiteWho coveredInsurerCo Pay amountWebsitePolicy numberPolicy numberPolicy numberPolicy numberPolicy numberPolicy numberPolicy numberPolicy numberDue DatePolicy contact informationNetworkCost/monthHow PayDue DatePolicy contact informationNetworkCost/monthHow PayDue DatePolicy contact informationNetworkCost/monthHow PayDue DatePolicy contact informationNetworkCost/monthHow PayDue DatePolicy contact informationNetworkCost/monthHow PayDue DatePolicy contact informationNetworkCost/monthHow PayDue DatePolicy contact informationNetworkCost/monthHow PayNotes36Due Date
Table of ContentsCar InsuranceInsurerDrivers coveredCar make/modelCoverageInsurerDrivers coveredCar make/modelCoverageInsurerCoverageDrivers coveredCar make/modelPolicy numberContact informationDeductibles deductionsPolicy numberContact informationDeductibles deductionsPolicy numberContact informationDeductibles deductionsNotes37Due Date/How PayDue Date/How PayDue Date/How Pay
Table of ContentsOther Vehicle InsuranceInsurerDrivers coveredCar make/modelCoverageInsurerDrivers coveredCar make/modelCoverageInsurerCoverageDrivers coveredCar make/modelPolicy numberContact informationVehicle TypeDeductibles deductionsDue Date/How PayPolicy numberContact informationVehicle TypeDeductibles deductionsDue Date/How PayPolicy numberContact informationVehicle TypeDeductibles deductionsDue Date/How PayNotes38
Table of ContentsHomeowner/Renters InsuranceInsurerLocation insuredContact informationPolicy numberDeductibleDue DateHow PayItems explicitly coveredPolicy notesInsurerContact informationLocation insuredPolicy numberDeductibleItems explicitly coveredPolicy notes39Due DateHow Pay
Medical History (Yourself and Immediate Family), Including AllergiesWhoApprox dateCondition/illnessNotes/resultsWhoApprox dateCondition/illnessNotes/resultsWhoApprox dateCondition/illnessNotes/resultsWhoApprox dateCondition/illnessNotes/resultsWhoApprox dateCondition/illnessNotes/resultsWhoApprox dateCondition/illnessNotes/resultsWhoApprox dateCondition/illnessNotes/resultsWhoApprox dateCondition/illnessNotes/resultsNotes40Table of Contents
Table of ContentsPrescription MedicationWhoMedicationDosagePrescribing DoctorWhoMedicationDosagePrescribing DoctorWhoMedicationDosagePrescribing DoctorWhoMedicationDosageP
The idea behind this book is to have a single place where you or a loved one can find any piece of information about you. The majority of the information tracked in this book is financial in nature and the ultimate use is for when you pass on. Contained in this book is hopefully everything your loved ones need to know about you during a trying .
