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Planning GuidePlanning Guide
Because you care enough to planahead for those you loveUsing this planning guide to record your final wishes and organize life’s many details assuresthat those closest to you have all they need to handle your affairs, recognize your wishes, andcelebrate your life.Your preparation today means greater peace of mind for loved ones later. As you complete thisplanner, know that you are giving your family a most thoughtful gift. This simple, caring gesturewill help ensure a more meaningful tribute and provide comfort to those you love. Thanks to youractions today, the people you care about won’t ever have to worry if they made the right choices.Please let those close to you know about this document, and keep it in a safe place that is easilyaccessible. You may also want to provide a copy to a loved one who lives outside your home.To my loved onesIt’s out of pure and simple love that I leave you with this gift to guide and assist you through theperiod ahead.My wish is to spare you any unnecessary expense and the burden of having to make decisionsunder pressure of time and emotion. That’s why I have expressed my wishes and provided theinformation you’ll need to answer the many questionsyou’ll be asked. I have also shared my personal thoughtsand memories. May you find as much comfort andmeaning in receiving these pages as I found in preparingthem.SignedDate
Personal recordFirst nameMiddleLast nameStreet addressCitySocial Security numberPhone numberSeasonal residencePlace of birthStateZipYears at addressCityStateZipDate of birthCountry of citizenshipPrimary care physicianPhone numberMarital statusq Singleq Marriedq DivorcedMaiden nameq WidowedSpouse’s nameDate and place of marriageFatherFirst nameMiddleLast nameFather’s birthplaceMotherFirst nameMiddleLast nameMother’s birthplaceEducationHighest grade completedq Elementary/Secondary (0-12)College/university namesq College (1-4 or 5 )DegreeCareerOccupationType of business/industryEmployerPhone numberMilitaryBranchRankSerial numberLocation of military discharge papers (DD-214)Date and place of inductionDate and place of discharge1
Genealogy/FamilyUse this space to record grandparents, siblings, spouse(s), children, step-children, grandchildren, etc.2
Final arrangementsThis sheet enables you and your family to know exactly which arrangements have been made and which onesremain to be determined.qINTERMENT RIGHTSq Mausoleumq Nicheq Lawn Cryptqq GroundBurialqCremationGardenqDate SelectedOUTER BURIALCONTAINERFUNERAL/MEMORIAL SERVICEDate SelectedDate SelectedqqMEMORIALIZATIONCASKET/URNDate SelectedDate SelectedqqOPENING ANDCLOSINGTRANSPORTATIONAND RELOCATIONPROTECTION PLANDate SelectedDate SelectedqPERSONAL PREFERENCESq Flowersq Musicq Readingsq AdditionalDate Selected3
Final wishesFuneral home to contactName Counselor/AdvisorAddress PhoneFuneral preferencesPlace of serviceq ChurchNameq Funeral HomeNameq CemeteryNameq OtherNamePerson to officiate Special instructionsMusic selectionsReadingsObituaryName of newspaper(s)Name of website OtherVisitation: q Yes q No q Public q Private Casket:4q Open q Closed
Final wishes(continued)Final dispositionq Earth burialq Mausoleum entombmentq Cremation/Inurnmentq Other (please specify)Name of cemetery/mausoleumAddress PhoneDescription of burial propertyCasket selection Urn selectionVault selection Personalization choicesPermanent memorialTypeInscriptionFlowersPersonal touches/items to displaySpecial services/ceremonies (fraternal, military, spiritual, etc.)5
Personal instructionClothing q Stays onq Return to familyGlassesq Stays onq Return to familyJewelryq Stays onq Return to familyOtherq Stays onq Return to familyReligious itemsSuggested memorial contributionsPallbearersOther requests6
Special notes regarding personal memorial7
Financial informationBankingBank Name/branchType of account:q Checkingq SavingsUsername PasswordBank Name/branchType of account:q Checkingq SavingsUsername PasswordBank Name/branchType of account:q Checkingq SavingsUsername PasswordCredit cardsq Visaq Mastercardq American Expressq OtherAccount number Expiration dateUsername Passwordq Visaq Mastercardq American Expressq OtherAccount number Expiration dateUsername Passwordq Visaq Mastercardq American Expressq OtherAccount number Expiration dateUsername Password8
Financial information(continued)MortgageLender Account numberPhone number LocationPension/Retirement plansCompany name Account numberPhone number LocationCompany name Account numberPhone number LocationCompany name Account numberPhone number LocationCompany name Account numberPhone number LocationCompany name Account numberPhone number LocationCompany name Account numberPhone number Location9
Financial information(continued)Insurance (homeowners, health, auto, other)Company AgentPhone number Policy number BeneficiaryCompany AgentPhone number Policy number BeneficiaryCompany AgentPhone Number Policy number BeneficiaryCompany AgentPhone Number Policy number BeneficiaryLocation of important documentsSafe deposit box location Box numberKey(s) locationBirth certificateChildren’s birth certificate(s)Last will and testamentFuneral and cemetery arrangement documentsReal estate deedsIncome tax recordsAuto registration/titleOther documents10
Online profilesList your email, social media accounts or other important login informationAccount nameWeb address/URLUsernamePasswordOther informationAccount nameWeb address/URLUsernamePasswordOther informationAccount nameWeb address/URLUsernamePasswordOther informationAccount nameWeb address/URLUsernamePasswordOther informationAccount nameWeb address/URLUsernamePasswordOther informationAccount nameWeb address/URLUsernamePasswordOther information11
Personal notes and thoughts12
Please be sure to notify these people of my ssPhonePhoneEmailEmail13
globalatlantic.comGlobal Atlantic Financial Group (Global Atlantic) is the marketing name for Global Atlantic Financial Group Limited and its subsidiaries, including ForethoughtLife Insurance Company and Accordia Life and Annuity Company. Each subsidiary is responsible for its own financial and contractual obligations.PRE3010 (05-17) 2017 Global Atlantic
Insurance (homeowners, health, auto, other) Company Agent Phone number Policy number Beneficiary . (Global Atlantic) is the marketing name for Global Atlantic Financial Group Limited and its subsidiaries, including Forethought Life Insurance Company and Accordia Life and Annuity Company. Each subsidiary is responsible for its own financial .
