Scribd Logo
Upload

Welcome to Scribd!

  • 693 views

    What My Family Should Know

    Uploaded by

    Ramya Malarini
    This document contains contact and account details that the author's family would need to know in case of emergency, including: 1) Contact information for doctors, tax consultants, brokers, and other professionals. 2) Location of important documents like wills, insurance policies, property records, birth certificates, and investment papers. 3) Details of insurance policies, bank accounts, investments, credit cards, utilities, property, and taxes. 4) Identification details like passport, driving license, PAN, and Aadhaar numbers. The document provides a comprehensive list of financial and legal information to help the author's family handle practical matters if needed.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    What My Family Should Know

    Uploaded by

    Ramya Malarini
    693 views11 pages
    This document contains contact and account details that the author's family would need to know in case of emergency, including: 1) Contact information for doctors, tax consultants, brokers, and other professionals. 2) Location of important documents like wills, insurance policies, property records, birth certificates, and investment papers. 3) Details of insurance policies, bank accounts, investments, credit cards, utilities, property, and taxes. 4) Identification details like passport, driving license, PAN, and Aadhaar numbers. The document provides a comprehensive list of financial and legal information to help the author's family handle practical matters if needed.

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document contains contact and account details that the author's family would need to know in case of emergency, including: 1) Contact information for doctors, tax consultants, brokers, and other professionals. 2) Location of important documents like wills, insurance policies, property records, birth certificates, and investment papers. 3) Details of insurance policies, bank accounts, investments, credit cards, utilities, property, and taxes. 4) Identification details like passport, driving license, PAN, and Aadhaar numbers. The document provides a comprehensive list of financial and legal information to help the author's family handle practical matters if needed.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    693 views11 pages

    What My Family Should Know

    Uploaded by

    Ramya Malarini
    This document contains contact and account details that the author's family would need to know in case of emergency, including: 1) Contact information for doctors, tax consultants, brokers, and other professionals. 2) Location of important documents like wills, insurance policies, property records, birth certificates, and investment papers. 3) Details of insurance policies, bank accounts, investments, credit cards, utilities, property, and taxes. 4) Identification details like passport, driving license, PAN, and Aadhaar numbers. The document provides a comprehensive list of financial and legal information to help the author's family handle practical matters if needed.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 11

    WHAT

    MY
    FAMILY
    SHOULD
    KNOW?
    MY FAMILY SHOULD KNOW
    Ready Reference: Mobile / Phone (Self):
    Residence Mobile / Contact
    Name Office Address
    Address Number

    Family Doctor

    Specialist Doctor
    (if any)

    Tax Consultant

    Insurance Agent

    Stock Broker

    Document Details:
    Name Number Expiry Date

    Passport

    Driving License

    Credit Card/
    ATM Cards

    Club Membership
    Professional
    Others

    Vehicle Details

    Income Tax PAN No.

    Aadhar Card
    MY FAMILY SHOULD KNOW
    location of important documents:
    Personal Will

    Spouse’s Will

    Insurance Policies

    Invest. Papers

    Property Records

    Birth Certificate

    Marriage Certificate

    Domicile Certificate

    Important Agreements

    Other Important Papers

    insurance - Lic policy details:


    Name/ Policy No./ Amt. Issue Date/ Table
    Premium Remarks
    Nominee Issuing office Insured Maturity Date & Term

    Date of Last Payment


    Nominee - Through Mr.
    Date of Maturity

    Date of Last Payment


    Nominee - Through Mr.
    Date of Maturity

    Date of Last Payment


    Nominee - Through Mr. Date of Maturity
    MY FAMILY SHOULD KNOW
    Medi claim policy details:
    Policy No./ Issue Date/
    Sr. Name & Type of Amt.
    Previous Maturity Premium Remarks
    No. Policy Insured
    Policy No. Date

    1 Floater Policy

    Vehicle insurance policy details:


    Issue Date/
    Sr. Policy No./ Issuing Amt.
    Name/Vehicle Maturity Premium Remarks
    No. Office Insured
    Date
    Reg. No.
    Model Name & No.
    Engine No.
    Chassis No.
    1 Mfg yr. Valid till
    cc-
    Nominee-
    Agent Name
    & Mobile Name

    Fire / burglary insurance details:


    Name of the Policy No./ Issue Date/
    Sr. Amt. Risks Premium
    Property / Issuing Maturity Remarks
    No. Insured Covered (Rs.)
    Nominee Office Date

    2
    MY FAMILY SHOULD KNOW
    Bank accounts
    Type of Operating Specimen
    Bank Name Branch Nominee/s
    Account Instructions Signature

    Fixed deposit / recurring deposit / Company deposit


    Bank/ Type of
    Date Loan/
    Company Dep. FDR Amt. Due Op. Specimen
    of Fvg. Nominees/s OD
    Name & (SDR/ No. (Rs.) Date Inst. Signature
    Dep. availed
    Branch FDR/RD)
    MY FAMILY SHOULD KNOW
    shares / unity / debentures / bonds
    Demat
    No. of Demat Bank Held singly
    Company Demat A/c No. Statement
    Shares details / Jointly
    location

    lockers
    In the Rent
    Bank/ Name Locker Rent
    Name Code Renewal Nominee Contents
    & Branch No. (Rs.)
    of Date
    MY FAMILY SHOULD KNOW
    Public provident fund (ppf)
    Bank Name & Branch Fvg, PPF A/c No. Maturity Date Nominee/s

    Pension a/c.
    Type of Account Pension Due Date
    Bank Name Operating
    & Pension A/c Payment Nominee/s for Live Signature
    & Branch Instructions
    No. Order No. Certificate

    atm / Debit card details


    SB A/c. No. /
    Sr. ATM / Debit Issue CVV
    Name Bank & Valid Thru Remarks
    No. Card No. Date No.
    Branch
    1
    2
    3
    4
    5
    6

    Credit card details


    Sr. ATM / Debit Valid CVV Remarks
    Name Bank’s Name Valid Thru
    No. Card No. From No. / T-Pin
    1

    5
    MY FAMILY SHOULD KNOW
    Pan card details
    Sr. Father’s / Husband PANCARD No./ Contact
    Name
    No. Name Issue Date Details
    1
    2
    3
    4

    Passport Details
    Sr. Issue Expiry Issuing Previous Passport
    Name Passport No.
    No. Date Date Authority Details
    1
    2
    3
    4

    electricity Details
    Sr. House Meter
    Name Customer No. Deposit Rs. Remarks
    No. Details No.
    1
    2

    Gas pipe line Details


    Sr. House Meter No./ Customer No./
    Name Deposit Rs. Remarks
    No. Details Route No. Khata No.
    1

    Gas cylinder agency service Details


    Sr. House IOC
    Name Customer No. Deposit Rs. Remarks
    No. Details Serial No.
    1
    MY FAMILY SHOULD KNOW
    land line details
    Sr. House Phone Customer ID / Deposit LL/ Broad
    Name Remarks
    No. Details No. Account No. Band Wifi FI Rs.
    1

    Driving License Details


    Sr. Driving License No./ Issue Date/ Valid Valid Remarks /
    Name
    No. Licensing Authority CDOI From Till Blood Group

    Ration card details


    Sr. Ration Card No./
    Name Issue Date Remarks
    No. Issuing Authority
    1
    2

    aAdhar card - UID Details


    Sr. Aadhar Card No./
    Name Issue Date Remarks
    No. Enrollment No.
    1
    2

    4
    MY FAMILY SHOULD KNOW
    Election identity Card - details
    Sr. Father’s/ Husband Identity Card
    Name Issue Date
    No. Name No.
    1
    2
    3
    4

    House Property
    How
    Acquired
    Prope Next Inst. Mortgage
    Property (Inherited / Registrati-
    -rty Due Policy with Bank
    Detail & Loan) on No./ Nomi- House
    Card Date No., Risk/s Name &
    Standing Bank Loan Share nee if Tax
    No. & of Amt. & Covered Branch /
    in the Detail: Certificate any (Rs.)
    Valid House Due Place of
    name of: Loan Amt. No.
    upon Tax Date Docs.
    Inst. Amt.
    O/s . Amt.

    House Tax Details


    Sr. House Census Property Construction
    Name Remarks
    No. Details No. Identification No. Sq. Mtrs.
    1
    2

    Income Tax
    Permanent Account Ward No. & Office
    Last Return Filed File No.
    No. address
    MY FAMILY SHOULD KNOW
    Will
    My will is executed on: ..................................................

    Copy of the will is kept at: .............................................

    Power of attorny
    Power of Attorney executed for wife/Son/Others

    My Power of Attorney is

    Deed Executed on

    Details kept in File No.

    My Debt / liabilities
    I am guarantor of Mr.

    Give Complete Details:

    1.

    2.

    I have borrowed from:

    (Give Complete Details)

    Other Liabilities

    You might also like

    pFad - Phonifier reborn

    Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

    Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


    Alternative Proxies:

    Alternative Proxy

    pFad Proxy

    pFad v3 Proxy

    pFad v4 Proxy