50 things and beyond

Medical
Hygiene
Household Budget
Financial Information

Tax Preparation
In Case of Death Plans
Bible Verses
Helpful Prayers

It’s important to have a list of all of your financial information in a safe spot in case of an emergency (i.e. fire, accident, robbery). Print out this list and keep it in your safe deposit box.

Financial Information

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	Company Name	Phone Number
Brokerage accounts
Bank accounts
Location of safe deposit box
Other financial assets: Credit Union account 401K 529 Plans Other
Accountant/tax preparer
Lawyer
Life Insurance information
Storage unit (location/key)
Home safe (name of person who knows location and combination or key location)

Set-up household budget
Get free credit report from www.annualcreditreport.com once a year.
For more information, go to www.clarkhoward.com.
Establish/contribute to IRA/Roth/401K accounts
Establish/contribute to 529 plans (for education)

Make copy of all credit cards in wallet.

List frequent flyer information.

Family member:	_____________	Number:	_____________
Family member:	_____________	Number:	_____________
Family member:	_____________	Number:	_____________
Family member:	_____________	Number:	_____________

Keep the following originals in a safe deposit box:

Social security cards/birth certificates/marriage certificates
Passports, Deed to house/mortgage information
Car ownership papers
Insurance documents
Adoption papers/naturalization papers
Military documents (discharge papers)

Keep copies of all above at home in a secure locked location.
Tell a trusted family member or lawyer location of safe deposit key.

Keep checks, previous years’ tax returns and bank statements in a safe and hidden location.

Make an inventory of all valuables:

Jewelry
art
stamp and coin collections
equipment

Take photos of each item.
Keep inventory list and photos in a secure locked location.