Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Answer Book


Published on

Organize all your important information for your loved ones

  • Be the first to comment

  • Be the first to like this

Answer Book

  1. 1. Ameriprise Financial Chris Winn, CFP® 1500 NW Bethany Blvd #280 Beaverton, OR 97006 503-439-1880 Personal Document Locator July 23, 2009
  2. 2. Ameriprise Financial Page 2 of 7 Personal Document Locator Please keep in a secure location. This Personal Document Locator is simply a detailed list of where you store your important records and papers and who your primary advisors and contacts are. This list will assist your loved ones in the event of your death or disability. Keep this list at home along with your other important documents, and make sure a trusted family member knows where it is, or provide a copy to the family member, your executor, and/or your attorney. Remember to update your Personal Document Locator at least once a year to ensure its accuracy. Part A -- Personal Information Name (first, middle, last) Street Address City, State, ZIP Code Social Security Number Date of Birth Place of Birth See disclaimer on final page July 23, 2009
  3. 3. Ameriprise Financial Page 3 of 7 Part B -- Personal Contacts Attorney Name Firm Name Address City, State, ZIP Phone Number(s) Tax Preparer Name Firm Name Address City, State, ZIP Phone Number(s) Insurance Agent Name Company Name Address City, State, ZIP Phone Number(s) Financial Advisor Name Company Name Address City, State, ZIP Phone Number(s) See disclaimer on final page July 23, 2009
  4. 4. Ameriprise Financial Page 4 of 7 Part B continued -- Online Accounts Website Address (URL) Username Password Notes See disclaimer on final page July 23, 2009
  5. 5. Ameriprise Financial Page 5 of 7 Part C -- Location Key Specify the location(s) where you keep your documents (e.g., home, office, safe, safe-deposit box). For each item in Part D, check the number that corresponds to the correct location. Location 1 Location 2 Location 3 Location 4 Location 5 Part D -- Important Documents 1 2 3 4 5 Will Durable Power of Attorney Health-Care Directives Trust Agreements Birth Certificate Social Security Card Marriage Certificate Military Papers Adoption Papers See disclaimer on final page July 23, 2009
  6. 6. Ameriprise Financial Page 6 of 7 Part D continued 1 2 3 4 5 Divorce/Separation Papers Vehicle Titles Deeds Safe-Deposit Box/Keys Bank Account Records (e.g., checking and savings accounts, CDs) Tax Returns Mortgage and Loan Papers Insurance Policies -- Home and Vehicles Insurance Policies -- Property and Casualty Insurance Policies -- Life Insurance Policies -- Health Business Papers (e.g., incorporation papers, trademarks, patents) Retirement Account Papers (e.g., IRAs, annuities) Investment Papers (e.g., securities, stocks, bonds, mutual funds) Proof of Citizenship Important Keys Antiques and Heirlooms Jewelry Cash Funeral Instructions (e.g., cemetery plot deed, burial instructions) Notes See disclaimer on final page July 23, 2009
  7. 7. Page 7 of 7 Ameriprise Financial The information contained in this material is being provided for general education Chris Winn, CFP® purposes and with the understanding that it is not intended to be used or interpreted 1500 NW Bethany Blvd as specific legal, tax or investment advice. It does not address or account for your #280 individual investor circumstances. Investment decisions should always be made based on your specific financial needs and objectives, goals, time horizon and risk Beaverton, OR 97006 tolerance. 503-439-1880 The information contained in this communication, including attachments, may be provided to support the marketing of a particular product or service. You cannot rely on this to avoid tax penalties that may be imposed under the Internal Revenue Code. Consult your tax advisor or attorney regarding tax issues specific to your circumstances. Neither Ameriprise Financial Services, Inc. nor any of its employees or representatives are authorized to give legal or tax advice. You are encouraged to seek the guidance of your own personal legal or tax counsel. Ameriprise Financial Services, Inc. Member FINRA and SIPC. The information in this document is provided by a third party and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial Services, Inc. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributees shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this service. Copyright 2009 Forefield, Inc. All Rights Reserved.