Fill and Sign the Personal Information Form 497329468

Personal Planning Information and Document Inventory Form Instructions for Completing Your Personal Information/Document Inventory Form: PERSONAL INFORMATION and SPOUSE’S INFORMATION- Complete the most current contact information for you and your spouse if applicable. LOCATION OF IMPORTANT DOCUMENTS Fill in the location of important records and legal documents you have prepared. If more than one type of document exists, list each location on the additional separate lines provided. It is recommended to keep similar documents together. INSURANCE POLICIES This section details your insurance policies, such as medical, disability, whole life, home, and auto. Provide as much detail as possible, including name of company, policy number, and where applicable, death benefit, cash value, and loans. You will also need to list contact information for your insurance agent in the Family Advisors section. BURIAL INFORMATION This section is used to identify the cemetery location, and express wishes for pallbearers, along with their contact information. If a deed for a cemetery plot exists, check the Yes box and list location under the Location of Documents section. FUNERAL HOME Complete the location and contact information for the funeral home and wishes and instructions for funeral service and body donation/cremation/burial preferences. CONTACT LIST OF FAMILY MEMBERS AND FRIENDS This section is for maintaining an updated list of the most recent contact information for closest relatives, such as parents, siblings, and others, as well as closest personal friends. FAMILY ADVISORS The contact information for trusted advisors and professionals, such as lawyer, accountant, physician, and others should be completed and kept up-to-date. FINANCIAL INFORMATION- ASSETS Use the appropriate checkbox to indicate whether the asset is owned individually, by either spouse, or owned jointly by both spouses. Then enter the current value of each asset at the end of the row. FINANCIAL INFORMATION- INCOME This section itemizes the different payments you receive, such as salary, commissions, royalties, dividends, and more. Enter the name of the person or entity making the payment on the Payor line. Enter the name of the person or entity the payment is made out to on the Payee line. FINANCIAL INFORMATION- INVESTMENTS For each financial investment, such as stocks, bonds, etc, list the name of the investment, date purchased, purchase price, and number of shares, where applicable. FINANCIAL INFORMATION- LIABILITIES Use the appropriate checkbox to indicate whether the debt is owned individually, by either spouse, or owned jointly by both spouses. Then enter the current amount of each debt at the end of the row. BANKING INFORMATION Complete each row with the name of the institution, account number, amount held, and beneficiary. HOSPITAL PREFERENCES In the event of a medical emergency, this section indicates the top three hospital preferences, in order of preference. It is important to verify coverage under any applicable insurance plan and keep coverage information current. WARNING: Identity theft is a serious problem. It is recommended that you keep your USLEGAL Personal Information/Document Inventory Form in a bank safe deposit box, home safe, or security-protected computer file to prevent the misuse of your information. PERSONAL INFORMATION (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) FULL NAME:       SOCIAL SECURITY NUMBER:       BIRTHDATE:       CITIZENSHIP:       MARITAL STATUS:       HOME ADDRESS:                   ,             COUNTY OF RESIDENCE:       HOME TELEPHONE:       HOME FAX:       OTHER CONTACT #:       HOME EMAIL:       OCCUPATION:       EMPLOYER:       BUSINESS ADDRESS:                   ,             BUSINESS TELEPHONE:       BUSINESS FAX:       OTHER CONTACT #:       BUSINESS EMAIL:       SPOUSE’S INFORMATION (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) FULL NAME:       SOCIAL SECURITY NUMBER:       BIRTHDATE:       CITIZENSHIP:       MARITAL STATUS: Married HOME ADDRESS:                   ,             COUNTY OF RESIDENCE:       HOME TELEPHONE:       HOME FAX:       OTHER CONTACT #:       HOME EMAIL:       OCCUPATION:       EMPLOYER:       BUSINESS ADDRESS:                   ,             BUSINESS TELEPHONE:       BUSINESS FAX:       OTHER CONTACT #:       BUSINESS EMAIL:       LOCATION OF IMPORTANT DOCUMENTS (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Document Name or Title Location Deed to Home(s)                   Will - Codicils to Will                   Birth Certificate                   Tax Returns                   Marriage License or Certificate:                   Business Papers                   Death Certificates:                   Mortgage Documents:                   Stock Certificates:                   Social Security Cards:                   Military Records:                   Passport(s):                   INS Documents                   Pre-Nuptial Agreement                   Insurance Documents:                   Certificates of Deposit                   Divorce/Separation/Annulment Decree                   Child Immunization Records                   Household Inventory and Pictures                   Educational Certificates and Degrees                   Payroll and W-2 Forms                   Appraisals                   Safe Deposit Keys                   Living Wills                   Immigration Papers and Cards                   Promissory Notes                   Tax Returns                   List of Passwords and ID’s for Online Accounts                   Other                   Other                   Other                   INSURANCE POLICIES (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Type of Policy:       Company:       Address:       Policy #:       Address:       Owner:       City:       State:       Zip:       Cash Value:       Death Benefit:       Beneficiary:       Loans:       Type of Policy:       Company:       Address:       Policy #:       Address:       Owner:       City:       State:       Zip:       Cash Value:       Death Benefit:       Beneficiary:       Loans:       Type of Policy:       Company:       Address:       Policy #:       Address:       Owner:       City:       State:       Zip:       Cash Value:       Death Benefit:       Beneficiary:       Loans:       Type of Policy:       Company:       Address:       Policy #:       Address:       Owner:       City:       State:       Zip:       Cash Value:       Death Benefit:       Beneficiary:       Loans:       Type of Policy:       Company:       Address:       Policy #:       Address:       Owner:       City:       State:       Zip:       Cash Value:       Death Benefit:       Beneficiary:       Loans:       Type of Policy:       Company:       Address:       Policy #:       Address:       Owner:       City:       State:       Zip:       Cash Value:       Death Benefit:       Beneficiary:       Loans:       BURIAL INFORMATION (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Cemetery Name:       Location of Cemetery:       Deed: yes no Contact Name:       Pall Bearers Name:       Phone:       Relation:       Name:       Phone:       Relation:       Name:       Phone:       Relation:       Name:       Phone:       Relation:       Name:       Phone:       Relation:       Name:       Phone:       Relation:       Name:       Phone:       Relation:       Name:       Phone:       Relation:       FUNERAL HOME (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Name:       Contact:       Address:       City:       State:       Zip:       Phone:       Funeral Expense Information:       Funeral Service Directions:       Body Donation/Cremation/Burial Preferences:                   CONTACT LIST OF FAMILY MEMBERS AND FRIENDS (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Full Name:       Relation:       Address:       Birthdate:       Full Name:       Relation:       Address:       Birthdate:       Full Name:       Relation:       Address:       Birthdate:       Full Name:       Relation:       Address:       Birthdate:       Full Name:       Relation:       Address:       Birthdate:       Full Name:       Relation:       Address:       Birthdate:       Full Name:       Relation:       Address:       Birthdate:       Full Name:       Relation:       Address:       Birthdate:       FAMILY ADVISORS (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Name Address Contact #s Your Physician ﷡﷡﷡﷡﷡                   Spouse's Physician                   Accountant                   Tax Preparer                   Investment Advisor                   Insurance Agent                   Trust Officer or Banker                   Religious Leader and House of Worship                   Attorney                   Executor                   Trustee                   FINANCIAL INFORMATION- ASSETS (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Assets In Your Name In Spouse’s Name In Joint Names Total Value Home       Vacation Home       Other Real Estate       Cash Accounts       Tax Exempt Municipal Bonds       Other Marketable Securities       Closely Held Business Interests       Partnership Investment       Investment Gems and Minerals       Life Insurance Death Benefits       Vested Retirement Benefits       Individual Retirement Accounts       Certificates of Deposit       Annuities       Autos and Other Personal Property       Valuable Collections       Other Assets (specify)       FINANCIAL INFORMATION- INCOME (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Payor Payee Amount Date Payable Dividends                         Dividends                         Dividends                         Dividends                         Dividends                         Rents                         Fees                         Salary                         Commissions                         Royalties                         Interest                         Trust Income                         Pensions/401Ks                         Disability Income                         Judgments                         Notes Receivable                         Other                         Other                         FINANCIAL INFORMATION- INVESTMENTS (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Investment Name Date Purchased Purchase Price Number of Shares                                                                                                                                                                                                                                                 FINANCIAL INFORMATION- LIABILITIES (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Owed by You Owed by Spouse Owed Jointly Total Mortgage on Home       Mortgage on Vacation Home       Indemnity Agreements       Guaranty Agreements       Installment Contracts       Loans       Other Debts       Other Debts       BANKING INFORMATION (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Name of Institution Account Number Type of Account Beneficiary Amount Held                                                                                                                                                                                     HOSPITAL PREFERENCES (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) 1.       2.       3.       Warning: Identity Theft is a serious problem and it is vitally important to limit access to your personal information and store this form in the most secure place possible such as home safe or safe deposit box in a local bank to prevent the misuse of your USLEGAL Personal Information/Document Inventory Form.