mary miller currie orkshop aging as a spiritual journey · 1 mary miller currie workshop #429 aging...
TRANSCRIPT
1
MARY MILLER CURRIE WORKSHOP #429 AGING AS A SPIRITUAL JOURNEY
MY L VE LIST
Please use this as a guide—and a spur to the memory of information
your family may need—add and subtract categories, amount of
information, etc., as makes sense for you
Personal Information--Family
Name: _____________________________
Soc Sec No___________ Driver’s License _______________________
Military ID#_________________ Service docs?_________________
2
Phone: (H)__________________ (W)______________(C)_________
Home Address:____________________________________________
Business address:__________________________________________
Employer/Company Retired from______________________________
Pension Plan: Phone:_____________________________
Email:__________________________________________
Address:_________________________________________
Date of Birth:______________ Place (city, state, county)__________
Father: ____________________________________________
Mother: ____________________________________________
Location of birth certificate:_________________________________
Spouse: Name: _____________________________
Soc Sec No___________ Driver’s License _______________________
Military ID#_________________ Service docs?_________________
Phone: (H)__________________ (W)______________(C)_________
Home Address:____________________________________________
Business address:__________________________________________
Employer/Company Retired from______________________________
Pension Plan: Phone:_____________________________
Email:__________________________________________
Address:_________________________________________
Date of Birth:______________ Place (city, state, county)__________
Father: ____________________________________________
Mother: ____________________________________________
Location of birth certificate:_________________________________
Marriage
Date:_______________ Location of wedding:___________________
Marriage certificate location:_________________________________
Divorce
3
Date:_______________ County:______________________________
Location of papers: _________________________________________
Children:
Name DOB Place Residence
1._________________________________________________________
2._________________________________________________________
3._________________________________________________________
4._________________________________________________________
5._________________________________________________________
Updated:___________________________________
HOUSE
Mortgage company
Loan number: ____________________
Or deed location: ___________________________________________
Monthly payment: ____________ Due what day of month:__________
4
On line? Account Web site
User name Password
Security questions
Who has keys:
Home insurance policy located:
Company/ Agent
Phone number email
On line pay? Account Web site User name Password
Security questions
Other Homes and location of keys:
1._________________________________________________________
2._________________________________________________________
Updated:___________________________________
CARS
Car 1: Name on Title or Loan
Title located:
Loan with
Monthly Payment due what day of month
On line pay? Account Web site User name Password
5
Security questions
Who has keys /location of keys
Car 2: Name on Title or Loan
Title located:
Loan with
Monthly Payment due what day of month
On line pay? Account Web site User name Password
Security questions
Who has keys /location of keys
Car insurance policy located:
Company/ Agent
Phone number email
On line pay? Account Web site User name Password
Security questions
Updated:___________________________________
BANKS/FINANCIAL INFORMATION
LEGAL INFORMATION
Bank 1:
Names on Signature Card
Checking account
Savings account
Money market account
6
Investment account
Debit Card? Credit Card?
PIN number
On line: Account Web site User name Password
Security questions
Safety deposit box?
Who has keys? Location of key
Bank:
Names on Signature Card
Checking account
Savings account
Money market account
Investment account
Debit Card? Credit Card?
PIN number
On line: Account Web site User name Password
Security questions
Investment/brokerage firm/financial advisor
Name of Company
address
Advisor
Phone email
Kinds of accounts
IRA, 401K, other retirement
Brokerage account
7
Names on Signature Card
Debit Card? Credit Card?
PIN number
On line: Account Web site User name Password
Security questions
Investment/brokerage firm/financial advisor
Name of Company
address
Advisor
Phone email
Kinds of accounts
IRA, 401K, other retirement
Brokerage account
Names on Signature Card
Debit Card? Credit Card?
PIN number
On line: Account Web site User name Password
Security questions
Other related people:
Accountant/Tax preparer:
Name__________________________Address____________________
Firm:___________________________Phone_____________________
Email:__________________________
Attorney:
Name__________________________Address____________________
8
Firm:___________________________Phone_____________________
Email:__________________________
Updated:___________________________________
Monthly Payments
Electric Provider: usual due date
Account number On line?: Account Web site User name Password
Security questions
Phone usual due date
Provider: Account number
On line?: Account Web site User name Password
Security questions
Cell Phone usual due date
9
Provider: Account number
On line?: Account Web site User name Password
Security questions
Internet
Provider: usual due date Account number
On line?: Account Web site User name Password
Security questions
Cable
Provider: usual due date Account number
On line?: Account Web site User name Password
Security questions
Water
Provider: usual due date Account number
On line?: Account Web site User name Password
Security questions
Gas
Provider: usual due date Account number
On line?: Account Web site User name Password
Security questions
Credit Cards: Card: usual due date Account number
On line?: Account Web site User name Password
Security questions
Card: usual due date Account number
On line?: Account Web site User name Password
Security questions
10
Card: usual due date Account number
On line?: Account Web site User name Password
Security questions
Card: usual due date Account number
On line?: Account Web site User name Password
Security questions
Card: Account number
On line?: Account Web site User name Password
Security questions
Loans usual due date
With: Loan number:
On line?: Account Web site User name Password
Security questions
Updated:___________________________________
INSURANCE CARRIERS
Life Insurance carrier usual due date
Who covered
Agent
Phone number email
On line?: Account Web site User name Password
Security questions
Health Insurance carrier usual due date
Who covered
Agent
Phone number email
On line?: Account Web site User name Password
11
Security questions
Car Insurance carrier usual due date
Who covered
Agent
Phone number email
On line?: Account Web site User name Password
Security questions
House Insurance carrier usual due date
Who covered
Agent
Phone number email
On line?: Account Web site User name Password
Security questions
Diasbility Insurance carrier usual due date
Who covered
Agent
Phone number email
On line?: Account Web site User name Password
Security questions
Long-term Care Insurance carrier usual due date
Who covered
Agent
Phone number email
On line?: Account Web site User name Password
Security questions
12
Updated:___________________________________
LOCATION LIST Updated:_______________________
Description Location
Wills and Trusts (Orig) ____________________________________
Wills and Trusts (Copy) ____________________________________
Birth Certificates (Orig) ____________________________________
Birth Certificates (Copy) ____________________________________
Business Agreements ____________________________________
____________________________________
____________________________________
Securities Information ____________________________________
____________________________________
____________________________________
Life Insurance Policies ____________________________________
____________________________________
Property Insurance Policies ____________________________________
13
____________________________________
Tax Returns and Records ____________________________________
____________________________________
Deeds ____________________________________
___________________________________
Pension & Retirement Info ____________________________________
____________________________________
Service/Military Docs ____________________________________
____________________________________
Car Titles ____________________________________
____________________________________
____________________________________
Other Documents: ____________________________________
PERSONAL FINANCIAL STATEMENT
Date:__________________
ASSETS
Description Value
__________________________________ _______ _______________
__________________________________ _______ _______________
__________________________________ _______ _______________
__________________________________ _______ _______________
__________________________________ _______ _______________
__________________________________ _______ _______________
__________________________________ _______ _______________
__________________________________ _______ _______________
TOTAL ASSETS _______________
LIABILITIES
Description Value
__________________________________ _______ _______________
14
__________________________________ _______ _______________
__________________________________ _______ _______________
__________________________________ _______ _______________
__________________________________ _______ _______________
__________________________________ _______ _______________
__________________________________ _______ _______________
__________________________________ _______ _______________
TOTAL LIABILITIES _______________
NET WORTH _______________
Notes:
Updated:___________________________________
STOCKS AND BONDS
Date of # of shares/
Name of Company Acquisition Face Value
_____________________________ _________ __________
_____________________________ _________ __________
_____________________________ _________ __________
_____________________________ _________ __________
_____________________________ _________ __________
_____________________________ _________ __________
If on computer, instructions to access current information:__________
_____________________________________________________________.
LIFE INSURANCE LIST
Name of
Insurer Policy No. Insured Amount
_____________ _______________ ___________ __________
_____________ _______________ ___________ __________
_____________ _______________ ___________ __________
15
_____________ _______________ ___________ __________
_____________ _______________ ___________ __________
Comments:
Updated:___________________________________
16
LISTS OF AGREEMENTS
Parties to Agreement Date of Agreement
_______________________________________ _______________
_______________________________________ _______________
_______________________________________ _______________
_______________________________________ _______________
_______________________________________ _______________
REAL PROPERTY - DEEDS
Date of Estimated
Address Acquisition Value
_____________________________ _________ __________
_____________________________ _________ __________
_____________________________ _________ __________
_____________________________ _________ __________
OTHER ASSETS
Date of Estimated
Description Acquisition Value
_____________________________ _________ __________
_____________________________ _________ __________
_____________________________ _________ __________
_____________________________ _________ __________
_____________________________ _________ __________
_____________________________ _________ __________
_____________________________ _________ __________
Updated:___________________________________
LIABILITIES
17
Estimated
Debt Owed To/For Incurred On Indebtedness
__________________________ _________ _______________
__________________________ _________ _______________
__________________________ _________ _______________
__________________________ _________ _______________
__________________________ _________ _______________
__________________________ _________ _______________
__________________________ _________ _______________
Notes:
Updated:___________________________________
COMPUTER ACCOUNTS AND PASSWORDS
18
Computer Logon Password: _____________________________________
Account/Website security questions under website Password
_____________________________________ _______________
security questions_________________________
_____________________________________ _______________
security questions_________________________
_____________________________________ _______________
security questions_________________________
_____________________________________ _______________
security questions_________________________
_____________________________________ _______________
security questions_________________________
_____________________________________ _______________
security questions_________________________
_____________________________________ _______________
security questions_________________________
_____________________________________ _______________
security questions_________________________
_____________________________________ _______________
security questions_________________________
_____________________________________ _______________
security questions_________________________
_____________________________________ _______________
security questions_________________________
Updated:___________________________________
FUNERAL ARRANGEMENTS
Funeral Home:
19
Phone number
Address
Pre-arranged?
Pre-paid? Location of papers
Funeral service planned? Location of papers?
If not pre-arranged, any special instructions?
Cemetery?
Address
Phone number
Lots purchased when?
Papers located:
Obituary (if you would like to write an obituary—by yourself or with your family’s help)
Obituary needs to be in the following newspapers:
City
Neighborhood/Area
20
Former city/cities
PEOPLE WHO NEED TO BE CALLED/NOTIFIED Person Phone Email
Family Friends Work
21
Neighborhood Health Insurance Life Insurance Pension Doctor Church