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Describe it
• Compact
• Easy to use
• Convenient
• Complete
What equipment do I need?
• Computer
• Printer
• CD reader
Is it portable?
• Grab it and run!
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Table of Contents
- Current Information
- Insurance
- Financial
- Property
- Essential Documents
Table of Contents in detail |
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Table of Contents Detailed…
Personal/Medical information
- Personal Information: Home/Work
- Children’s Information
- Children’s Activities and School
- Medical Information
- Doctor
- Location of Records
- Insurance
- Other Providers
- List of medications
- Shot records
- Credit Card Information
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Insurance
- Group Health
- Life insurance policy (pages one and two)
- Fire insurance policy (first page)
- Auto insurance policy (first page)
- Boat insurance or other vehicle policy (first pages)
- Annuity policies
- Serviceman=s Benefit Protection election
- Retirement benefits
- Employee Benefit
- Deferred Compensation Agreement
- Long Term Care Policy information
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Financial
- Bank and credit union accounts
- Stock brokerage accounts
- Mutual funds
- Lists of CD’s, stocks, bonds etc. held by you and their location
- IRA's
- Copies of last three income tax returns
- Gift Tax Returns
- Safe deposit boxes and items
- Outstanding Debts: School Loans, auto, mortgage, other properties, and notes
- Monies owed to you
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Property
- Motor vehicles, boats, etc.
- Titles
- Information regarding the vehicle
- Inspection date
- Copy of registration
- Pertinent maintenance records
- Information regarding installation of additional equipment
- Real estate
- Copy of deeds
- Copy of trust deeds or mortgages
- Copy of time share agreements
- Real estate tax assessment information
- Lease agreements
- Management agreements
- Business Interests
- Corporation Documents and Shareholder Agreements
- Partnership Agreements
- Notes for Money Owed to You
- Bankruptcy Information if appropriate
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Essential documents
Personal
- Birth certificates.
- Marriage certificate.
- Divorce decree/settlement
- Pre/post nuptial agreements
- Death certificates
- Naturalization certificates
- DD-214 if applicable
- Passports
- Safe Deposit Box information
Estate planning documents
- Wills
- Trust Agreements
- Memorandum of personal property disposition
- Powers of attorney
- Medical directives
- Burial instructions, plot deeds, and prearrangements
Reference
- Record of Residences
- Record of Employment
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Why would I want My VIP Book?
• If you are unavailable, your family will use it as a medical and financial reference.
• If your wallet is stolen, you use it to find the numbers and contact numbers to cancel the credit cards.
• If there is an accident , the car VIN number and insurance information is readily available.
• If your doctor asks for a list of your medications, you have a handy list copied from My VIP Book.
• If unexpected events take you from your family, a handy schedule keeps life moving smoothly.
• If a death occurs, it is a handy reference for your executor.
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