READY REFERENCE:
Mobile / Phone (Self) : .
| Name | Office address | Residence address | Mobile / Contact number | ||
| A | Family Doctor | ||||
| B | Specialist Doctor (if any) | ||||
| C | Tax Consultant | ||||
| D | Insurance Agent | ||||
| E | Stock Broker |
Friends & Family Contact detail:
| Sl. No. | Name | Contact No. | Location |
DOCUMENTS DETAILS:
| Number | Expiry date | ||
| A | Passport | ||
| B | Driving license | ||
| C | Credit Cards / ATM Cards | ||
| D | Club Membership Professional Others | ||
| E | Vehicle Details | ||
| F | Income Tax PAN No. | ||
| G | Aadhar Card |
LOCATION OF IMPORTANT DOCUMENTS
| A. Personal Will | |
| B. Spouse’s Will | |
| C. Insurance Policies | |
| D. Invest. Papers | |
| E. Property Records | |
| F. Birth Certificate | |
| G. Marriage Certificate | |
| H. Domicile Certificate | |
| I. Important Agreements | |
| J. Other Important Papers |
Insurance – LIC Policy Details
| Sr.
No. |
Name/ Nominee | Policy No./ Issuing Office | Amt. Insured | Issue Date/ Maturity Date | Table & Term | Premium | Remarks |
| 1. | Nominee- | Through Mr. | Date of last payment Date of Maturity | ||||
| 2. | Nominee- | Through Mr. | Date of last payment Date of Maturity | ||||
| 3. | Nominee- | Through Mr. | Date of last payment Date of Maturity |
Medi Claim Policy Details
| Sr.
No. |
Name & Type of Policy | Policy No./ Previous Policy No. | Amt. Insured | Issue Date/ Maturi ty Date | Premium | Remarks |
| 1. | Floater Policy | |||||
| 2. |
Vehicle Insurance Policy Details
| Sr.
No. |
Name/ Vehicle | Policy No./ Issuing Office | Amt. Insured | Issue Date/ Maturity Date | Premium | Remarks |
| 1. | Reg. No.
Model Name & No. Engine No. Chassis No. Mfg Yr. CC- Nominee-Agent Name & Mobile No. |
Valid till |
||||
| 2. | ||||||
| 3. |
FIRE / BURGLARY INSURANCE DETAIL:
| Sr.
No. |
Name of the Property / Nominee | Policy No./ Issuing Office | Amt. Insured | Issue Date/ Maturity Date | Risks covered | Premium (Rs.) | Remarks |
| 1. | |||||||
| 2. |
BANK ACCOUNTS:
| Bank Name | Branch | Type of Account | Operating Instructions | Nominee/s | Specimen Signature |
FIXED DEPOSIT / RECURRING DEPOSIT / COMPANY DEPOSIT/ POST OFFICE DEPOSIT:
| Bank / Company Name & Branch | Type of Dep. (SDR / FDR / RD) | FDR No. | Date of Dep. | Fvg. | Amt. (Rs.) | Due Date | Op. Inst. | Nomi-nee/s | Speci-men Signa-ture | Loan
/ OD avail ed |
FIXED DEPOSIT / RECURRING DEPOSIT / COMPANY DEPOSIT/POST OFFICE DEPOSIT:
| Bank / Company Name & Branch | Type of Dep. (SDR / FDR / RD) | FDR No. | Date of Dep. | Fvg. | Amt. (Rs.) | Due Date | Op. Inst. | Nomi-nee/s | Speci-men Signa-ture | Loan / OD avail ed |
SHARES/UNITS/DEBENTURES/BONDS: Standing in own name or Jointly with
| Company | No. of Shares | Demat A/c. No. | Demat Bank details | Demat Statement location | Held Singly / Jointly |
LOCKERS
| Bank Name & Branch | Locker No. | In the Name of | Code | Rent (Rs.) | Rent Renewal Date | Nominee | Contents |
PUBLIC PROVIDENT FUND (PPF)
| Bank Name & Branch | Fvg. | PPF A/c. No. | Maturity Date | Nominee/s |
Pension A/c.
| Bank Name & Branch | Type of Account & Pension A/c. No. | Operating Instructions | Pension Payment Order
No. |
Nominee/s | Due Date for Live Certificate | Signa ture |
| 1. |
ATM / Debit Card Details
| Sr.
No. |
Name | SB A/c. No. / Bank & Branch | ATM / Debit Card No. | Issue Date | Valid Thru | CVV No. | Remarks |
| 1. | |||||||
| 2. | |||||||
| 3. | |||||||
| 4. | |||||||
| 5. | |||||||
| 6. | |||||||
| 7. |
Credit Card Details
| Sr.
No. |
Name | Bank’s Name | ATM / Credit Card No. | Valid From | Valid Thru | CVV No. | Remarks / T-Pin |
| 1. | |||||||
| 2. | |||||||
| 3. | |||||||
| 4. | |||||||
| 5. |
PANCARD Details
| Sr.
No. |
Name | Father’s/ Husband Name | PANCARD No./ Issue Dt. | Contact Details |
| 1. | ||||
| 2. | ||||
| 3. | ||||
| 4. |
Passport Details
| Sr.
No. |
Name | Passport No. | Issue Dt. | Expiry Date | Issuing Authority | Previous Passport Details |
Electricity Details
| Sr.
No. |
Name | House Details | Meter No. | Customer No. | Deposit Rs. | Remarks |
| 1. | ||||||
| 2. |
Gas Pipe Line Details
| Sr.
No. |
Name | House Details | Meter No/ Route No | Consumer No/ Khata No. | Deposit Rs. | Remarks |
| 1. |
Gas Cylinder Agency Service Details –
| Sr.
No. |
Name | House Details | Consumer No. | IOC
Serial No. |
Deposit Rs. | Remarks |
| 1. |
Land Line Details
| Sr.
No. |
Name | House Details | Phone No. | Customer ID/ Account No. | Deposit LL/ Broad Band Wi FI Rs. | Remarks |
| 1. |
Driving License Details
| Sr.
No. |
Name | Driving License No. / Licensing Authority | Issue Date/CDOI | Valid Details / Valid From | Valid Till | Remarks / Blood Group |
| 1. | ||||||
| 2. | ||||||
| 3. | ||||||
| 4. |
Ration Card Details
| Sr. No. | Name | Ration Card No./ Issuing Authority | Issue Date | Remarks |
| 1. | ||||
| 2. | ||||
| 3. | ||||
| 4. |
Aadhar Card – UID Details
| Sr.
No. |
Name | Aadhar Card No./ Enrollment No. | Issue Date | Remarks |
| 1. | ||||
| 2. | ||||
| 3. | ||||
| 4. |
Election Identity Card – Details
| Sr.
No. |
Name | Father’s/ Husband’s Name | Identity Card No. | Issue Date |
| 1. | ||||
| 2. | ||||
| 3. | ||||
| 4. |
HOUSE PROPERTY:
Property Detail & standing in the name of: |
How acquired (Inhe-rited / Loan) Bank Loan Detail: Loan Amt. Inst. Amt. O/s. Amt. |
Regist-ration No. / Share Certificate No. |
Nominee if any |
Property Card No. and valid upto |
House Tax (Rs.) |
Next Due Date of House Tax |
Ins. Policy No.,Amt. & Due Date |
Risk/s covered |
Mort-gage with Bank Name & Branch / Place of Docs. |
House Tax Details:
| Sr.
No. |
Name | House Details | Census No. | Property Identifi-cation No. (PIN) | Const-ruction Sq. Mtrs. | Remarks |
| 1. | ||||||
| 2. |
Loan Given
| Sr. No. | Name | Contact no. and Address | Detail of loan with documents | Tenure | Principal & Interest (Amount Rs.) | Maturity |
INCOME TAX
| Permanent Account No. | Ward No. and Office Address | Last Return Filed | File No. |
WILL:
My will is executed on:
Copy of the will is kept at:
POWER OF ATTORNEY:
- Power of Attorney executed for Wife/Son/Others
- My Power of Attorney is
- Deed Executed on:
- Details kept in File
MY DEBT / LIABILITIES:
- I am guarantor of
Give complete details:
1.
2.
- I have borrowed from : (Give compete details)
- Other Liabilities
Compiled by: Animesh Chaurasia
Author Bio
Excellent Advice. Very thoughtful work. Kindly add that copies of certain documents like PAN, Aadhaar, Ration Card etc. also must be kept
Hi kindly check already there in Documents details except Ration card.