My VIP Book


Table of Contents Current Information Insurance Financial Property Essential Documents Table of Contents in detail



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 top

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 top

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 top

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 top

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 top

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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