Life Data File
Here’s a basic “Bare-
Bones” list you can
use. For a complete
list, download the free PDF file!
Give location of this information to executor, spouse, anyone with power of attorney.
- Social Security #
- Spouse Social Security #
- Beneficiary Names, Addresses, Social Security #, Birthdates
- Military ID #
- Account Numbers and Locations
- Will/Trus(s) Location
- Life Insurance Policy #s and carriers
- Annuity Contract #s and carriers
- Credit Card #s
- Checking Accounts and checkbook locations
- Accountant name and phone
- Attorney name and phone
- Insurance Agent name and phone
- Company Benefits Administrator name and phone
- Planner name and phone
- Other Advisor/Family Member/Friend name and phone
- Who will pay immediate bills if you can’t? Ongoing?
Notification List
Name and contact # of the following:
- Family Member/Friend (Help and Support)
- Memorial Society/Church (Help Organize Memorial Arrangements, 946-6822)
- Attorney (Legal Notifications and Filings)
- Executor (See Executor Duties List Attached)
- Accountant (Identify Required Valuations and Tax Filings)
- Planner
- Employer
- Organizations
- Children/Relatives
- Close Friends
- Benefits Admin at Work (Explain Benefits and Necessary Paperwork)
- Insurance Agent/Company (Assist to File Claim)
- Social Security Admin (Disability/Survivor Benefits, 800-772-1213)
- Dept. of Defense (Benefits, 800-321-1080)
For more tools you can use, visit the IFG Resources Site!
