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    Must Know For Familie

    Uploaded by

    AbhikalpKulshrestha
    The document provides details of a person's important contacts, documents, insurance policies, bank accounts, investments, properties, taxes, will, power of attorney, debts, and other important family information. This includes contact details of doctors, tax consultants, brokers, passport and license numbers, insurance policies for life, health, vehicles, properties, bank accounts, investments, property details, tax details, will documents, power of attorney, debts and liabilities. All of this information is compiled into a single document for easy reference of what a family should know.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Must Know For Familie

    Uploaded by

    AbhikalpKulshrestha
    34 views14 pages
    The document provides details of a person's important contacts, documents, insurance policies, bank accounts, investments, properties, taxes, will, power of attorney, debts, and other important family information. This includes contact details of doctors, tax consultants, brokers, passport and license numbers, insurance policies for life, health, vehicles, properties, bank accounts, investments, property details, tax details, will documents, power of attorney, debts and liabilities. All of this information is compiled into a single document for easy reference of what a family should know.

    Original Description:

    Financials

    Original Title

    Must Know for Familie

    Copyright

    © © All Rights Reserved

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    The document provides details of a person's important contacts, documents, insurance policies, bank accounts, investments, properties, taxes, will, power of attorney, debts, and other important family information. This includes contact details of doctors, tax consultants, brokers, passport and license numbers, insurance policies for life, health, vehicles, properties, bank accounts, investments, property details, tax details, will documents, power of attorney, debts and liabilities. All of this information is compiled into a single document for easy reference of what a family should know.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    34 views14 pages

    Must Know For Familie

    Uploaded by

    AbhikalpKulshrestha
    The document provides details of a person's important contacts, documents, insurance policies, bank accounts, investments, properties, taxes, will, power of attorney, debts, and other important family information. This includes contact details of doctors, tax consultants, brokers, passport and license numbers, insurance policies for life, health, vehicles, properties, bank accounts, investments, property details, tax details, will documents, power of attorney, debts and liabilities. All of this information is compiled into a single document for easy reference of what a family should know.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 14

    What My Family Should

    READY REFERENCE: Mobile / Phone (Self) :_____________.


    Name Office
    Address
    Residence ADDRESS
    Phone/ Contact number A Family Doctor
    B Specialist (if
    any)
    C Tax Consultant
    D Insurance Agent
    E Stock Broker
    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/
    Policy No./Issuing
    Issue
    Table
    Premium Remarks Nominee
    Office
    Date/Maturi
    & ty Date
    Term 1.
    Nominee- Through Mr.
    Amt. Insured
    Date of last payment
    Date of Maturity
    Date 2.
    of last payment
    Nominee- Through Mr.
    Date of Maturity
    3.
    Nominee- Through Mr.
    Date of last payment
    Date of Maturity

    Medi Claim Policy Details


    Sr. No.
    Premium Remarks
    1.
    Floater Policy 2.

    Vehicle Insurance Policy Details


    Sr. No.
    Name & Type
    Policy
    Amt.
    Issue of Policy
    No./Previous
    Insured
    Date/Maturi Policy No.
    ty Date
    Name/Vehicle Policy No./Issuing
    Amt.
    Issue
    Premium Remarks Office
    Insured
    Date/Maturi ty Date 1.
    Reg. No.
    Valid till
    Model Name & No.
    Engine No.
    Chassis No.
    Mfg Yr.
    CC- Nominee-
    Agent Name & Mobile No.
    2.
    3.
    FIRE / BURGLARY INSURANCE DETAIL:
    Sr. No.
    Name of the
    Policy No./
    Amt.
    Issue
    Risks
    Premium Property /
    Issuing Office
    Insured
    Date/Maturi
    covered
    (Rs.) Nominee
    ty Date
    Remarks
    1. 2.
    BANK ACCOUNTS:
    Bank Name Branch Type of Account
    Operating Instructions
    Nominee/s Specimen Signature
    FIXED DEPOSIT / RECURRING DEPOSIT / COMPANY DEPOSIT:
    Bank / Company Name & Branch
    Type of Dep. (SDR / FDR / RD)
    FDR No. Date
    of Dep.
    Fvg. Amt. (Rs.)
    Due Date
    Op. Inst.
    Nominee/s Specimen Signature
    Loan / OD avail ed
    FIXED DEPOSIT / RECURRING DEPOSIT / COMPANY DEPOSIT:
    Bank / Company Name & Branch
    Type of Dep. (SDR / FDR / RD)
    FDR No. Date
    of Dep.
    Fvg. Amt. (Rs.)
    Due Date
    Op. Inst.
    Nominee/s Specimen Signature
    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
    In the
    Code Rent
    Rent No.
    Name of
    (Rs.)
    Renewal Date
    Nominee Contents

    PUBLIC PROVIDENT FUND (PPF)


    Bank Name & Branch
    Fvg. PPF A/c. No. Maturity Date Nominee/s

    Pension A/c.
    Nominee/s Bank Name
    Type of Account
    Operating
    Pension
    Due Date & Branch
    &
    Instructions
    Payment
    for Live Pension A/c. No.
    Order
    Certificate
    No.
    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.

    BSNL 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.
    / Licencing 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
    Registration
    Mortgage acquired
    No. / Share
    with Bank (Inherited /
    Certificate
    Name & Loan)
    No.
    Branch / Bank Loan
    Detail:
    Place of Loan Amt.
    Docs. Inst. Amt. O/s.
    Amt.

    House Tax Details:


    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
    Constructi Sr.
    Name House Details Census No. Property
    Remarks No.
    Identifica
    on Sq. tion No.
    Mtrs.
    (PIN) 1.
    2.

    INCOME TAX
    Permanent Account No.
    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 No.

    MY DEBT / LIABILITIES :
    (a) I am guarantor of Mr.
    Give complete details:
    1.
    Ward No. and Office Address
    2.
    (b) I have borrowed from :
    (Give compete details)
    (c) Other Liabilities
    Compiled by : Mr. R K Chopra, Bank Of Baroda -Apex Training Centre,Gandhinagar. Certified Management Trainer
    of AIMA & National Open College Network (NOCN) a leading UK awarding & assessment organization and
    Accredited Management Teacher, All India Management Association (AIMA), New Delhi.
    & Forwarded to : LIC Customerzone, Gandhinagar by Shri R.K.Chopra.

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