Individual life insurance policy. Name of company. Policy number. Issue Date. Death benefit $. Agent name. Phone. Indivi
Financial Checklist—Record Your Information
Give your beneficiaries peace of mind with this summary Your name Date Individual life insurance policy Name of company Policy number Issue Date Agent name
Death benefit $ Phone
Individual life insurance policy Name of company Policy number Issue Date Agent name
Death benefit $ Phone
Individual life insurance policy Name of company Policy number Issue Date Agent name
Death benefit $ Phone
Employer or group life insurance Employer or group name Employer or group phone Insurance certificate number Date insurance started Death benefit $ Savings and checking accounts Name of financial institution Account type Account number Phone number Savings and checking accounts Name of financial institution Account type Account number Phone number Loans due—list company, account number and phone number for credit cards, mortgage, car payment or other loans
Tax returns and life insurance policies Location where stored
