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PLEASE DO NOT FILL IN THIS TEMPLATE, COPY AND PASTE IT IN YOUR GOOGLE SHEETS
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IMPORTANT CONTACTSNameMobile NumberEmail Address
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INSURANCE AGENT
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OFFICE HR
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FAMILY CONTACTS
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BANK RELTIONSHIP MANAGER
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In case any other
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BANK Account DetailsA/c Holder NameA/c NumberBranch AddressNomineeRegistered MailRegistered Address
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Important Documents
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DocumentDocument NumberPhysical Document(where do you keep)Virtual Document *(upload in Google Drive and provide link and give access) to one you trust
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PAN CARD
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AADHAR CARD
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DRIVING LICENSE
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VOTER ID
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BIRTH CERTIFICATE
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INSURANCE POLICIES
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PROPERTY PAPERS
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HOME LOAN DOCUMENTS
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in case any other please add
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PASSWORDS
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ApplicationUser IDPassword or Who knows Password
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Phonepe
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GooglePe
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EMail
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Mobile
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Online Banking
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OnePass or Password Manager
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Insurance Details
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TypeName of PolicyPolicy No.Name of CoveredAmout InsuredNomineeAdvisor contact
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LIFE
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TERM
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HEALTH
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VEHICLE
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CREDIT/DEBIT CARD DETAILS
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Card Holder NameCARD TypeCard NumberLinked AccountRegistered Mobile No.Valid Till
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INVESTMENTS
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Investment typePlatform
Account holder name
AdvisorAccount No.NomineeMaturity
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FD
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Mutual Funds
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Stocks
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EPF
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add in case of any assets
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PROPERTIES
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Property NameProperty Area
Property docs (physical location)
Property Registartion Number
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LIABLITIES
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Bank/Person LenderType of LiabilityAmount Terms
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