Emergency Planning Contact List - (blank)
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DocumentsCategoryWhere do I keep this?
Provider Contact Information
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Birth certificates01-Personal
3
Driver’s license (number and expiration date)01-Personal
4
External hard drive (laptop backup) 101-Personal
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External hard drive (laptop backup) 201-Personal
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External hard drive (laptop backup) 3 (USA)01-Personal
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Marriage certificate01-Personal
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Passport/Citizenship (naturalization) papers01-Personal
9
Safe deposit Box01-Personal
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Safe deposit box key 01-Personal
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Social Security card01-Personal
12
Adoption papers01-Personal
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Divorce or separation papers01-Personal
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Military discharge papers01-Personal
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Prenuptial agreement01-Personal
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Safe and combination01-Personal
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Appraisal and inventory of valuable items
02-Ownership
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Motor vehicle title
02-Ownership
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Other titles of ownership
02-Ownership
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Real estate deeds
02-Ownership
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Prior years’ federal and state tax returns03-Taxes
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Federal/State gift tax returns03-Taxes
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Property and school tax records03-Taxes
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Bank 1 Checkbook04-Banking
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Bank 1 checking account statements04-Banking
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Bank 2 Checkbook04-Banking
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Bank 2 checking, savings, & VISA account statements
04-Banking
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Bank 3 Checkbook04-Banking
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Bank 3 checking, savings, & VISA account statements
04-Banking
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Bank 4 Checkbook04-Banking
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Bank 4 checking & savings account statements04-Banking
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CD statements04-Banking
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Money market account statements04-Banking
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Online bill paying information04-Banking
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Mutual fund account statements
05-Investment
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Online transaction confirmation
05-Investment
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Savings Bonds
05-Investment
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529 college savings plan statements
05-Investment
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Alternative investments (including K-1s)
05-Investment
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Bearer bonds not held in an account
05-Investment
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Brokerage account statements
05-Investment
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Concentrated stocks (10b5-1 selling plans, Rule 144/145 sales and lending)
05-Investment
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Cost basis papers
05-Investment
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Other managed account statements
05-Investment
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Stock certificates not held in an account
05-Investment
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Beneficiary forms for IRAs, 401(k)s or other benefits plans
06-Retirement
47
IRA statements
06-Retirement
48
Beneficiary forms for annuities policies
06-Retirement
49
Company retirement plan statements from all employers, e.g., 401(k), 403(b)
06-Retirement
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Deferred compensation agreement
06-Retirement
51
Other company benefits (stock options, deferred compensation)
06-Retirement
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Variable or fixed annuities statements
06-Retirement
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Rental agreements apartment
07-Credit and Lending
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Student Loan -
07-Credit and Lending
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Student Loan -
07-Credit and Lending
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Car loan
07-Credit and Lending
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Home equity line papers
07-Credit and Lending
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Loan Management AccountSM statements
07-Credit and Lending
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Mortgage
07-Credit and Lending
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Other outstanding loans
07-Credit and Lending
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Promissory notes
07-Credit and Lending
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Securities-based loan
07-Credit and Lending
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Incorporation/Ownership papers
08-Small Business
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Bank account statements
08-Small Business
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Buy/Sell or partnership agreements
08-Small Business
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Credit card statements
08-Small Business
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Employee records
08-Small Business
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Employee retirement plans
08-Small Business
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Financing papers
08-Small Business
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Other employee benefit plans
08-Small Business
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Payroll records
08-Small Business
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Stock option plans
08-Small Business
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Burial instructions09-Estate
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Cemetery plot deed09-Estate
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Death certificate (of a person close to me)09-Estate
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Durable power of attorney09-Estate
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Funeral home preference and information09-Estate
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Last will and testament09-Estate
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Letter of instruction to executor/executrixes09-Estate
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Living will/Health care proxy09-Estate
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Prepaid cremation papers09-Estate
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Health insurance card
10-Insurance
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Health insurance claims record
10-Insurance
84
Health insurance (French social security) card
10-Insurance
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Health insurance (French social security) claims record
10-Insurance
86
Property and casualty policy and claims
10-Insurance
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Travel insurance policy
10-Insurance
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Group life policies
10-Insurance
89
Long-term care insurance policy
10-Insurance
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Mortgage insurance policies
10-Insurance
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Veterans administration insurance policy
10-Insurance
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Beneficiary forms for insurance policies
10-Insurance
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Life insurance policy
10-Insurance
94
Charitable trust account
11-Personal & Charitable Trusts
95
Personal trust account
11-Personal & Charitable Trusts
96
Trustee information
11-Personal & Charitable Trusts
97
Charitable donation preferences
11-Personal & Charitable Trusts
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