WHERE TO FIND MY IMPORTANT PAPERS

By Family Caregiver Alliance

Name: _________________________________________________
Social Security No.: _______________________________________
Spouse's/Partner's Name: __________________________________ _
Social Security No.: _______________________________________
Address: _______________________________________________
Date Prepared: ___________________________________________
Copies Given to: __________________________________________

My valuable papers are stored in these locations
(address and where to look):
A: Residence ____________________________________________
B: Safe Deposit Box ___________________________________ _
C: Other ____________________________________________ __

Item	A	B	C
My will (original)
Power of attorney--healthcare
Power of attorney--finance
Spouse's/Partner's Will (original)
Safe combination
Trust agreement
Life insurance policy
Health insurance policy
Homeowners policy
Car insurance policy
Employment contracts
Partnership agreements
List of checking, saving accounts
List of credit cards
Retirement papers
Deferred compensation; IRA
Funeral arrangements
Titles and deeds
Notes (mortgages)
List of stored & loaned items
Auto ownership records
Birth certificate
Military/veterans papers
Marriage certificate
Children's birth certificates
Divorce/separation records
Other
Other

Important Names, Addresses, and Phone Numbers

Emergency Contact: ________________________________________
Doctor(s): _______________________________________________
Clergy: __________________________________________________
Attorney: _________________________________________ _______
Accountant: ______________________________________________
Insurance Agent: __________________________________________

Reproduced with permission of Mountain Caregiver Resource Center/Janet Levy Center. Family Caregiver Alliance and Mountain CRC are part of a statewide system of regional resource centers serving families and caregivers of brain-impaired adults.

This article was created by Family Caregiver Alliance. Reprinted with permission. To learn more about Family Caregiver Alliance (FCA), go to www.caregiver.org