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

Qualification: Graduate
Company: Brickwork Ratings India Private Limited
Location: kolkata, West Bengal, India
Member Since: 01 Sep 2020 | Total Posts: 4
Hi I am Animesh Chaurasia, a B.com Graduate. I am currently pursing PGDBA in Finance from distance learning.Work experienced in credit rating around 5 years.I love cycling and photography. On weekends usually go out for cycling, running and sometimes photography. View Full Profile

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2 Comments

  1. GANDHI MOHAN BHARATI says:

    Excellent Advice. Very thoughtful work. Kindly add that copies of certain documents like PAN, Aadhaar, Ration Card etc. also must be kept

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