What MY Family should Know About

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