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«Career Transition Center George P. Shultz National Foreign Affairs Training Center U.S. Department of State What My Family Needs To Know This list ...»

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Career Transition Center

George P. Shultz National Foreign Affairs Training Center

U.S. Department of State

What My Family

Needs To Know

This list contains important information in that you can modify based on our

specific circumstance. See the next page for contents. The document is

meant to contain all the information your family needs to know should you

become incapacitated. It is a way for you to complete this task that needs

to be done, but almost always gets deferred to “later.” The document can be found on the Career Transition Center’s portion of FSI’s website, under

CTC Resources at:

http://fsi.state.gov/fsi/tc/default.asp?Sec=Career%20Transition%20Center& Cat=CTC%20Resources DATE UPDATED: _______________

CONTENTS

QUICK GUIDE TO LOCATIONS ………………………………………………………3

PERSONAL & FAMILY

MY PERSONAL INFORMATION……………………………………………………………...4 MY MARITAL HISTORY………………………………………………………………………..6 MY SPOUSE ……………………………………………………………………………………8 MY FAMILY HISTORY ……………………………………………………………………….13 MY MEDICAL INFORMATION ………………………………………………………………16 EMERGENCY NOTIFICATION ……………………………………………………………..19

BUSINESS & LEGAL

MY LEGAL DOCUMENTS …………………………………………………………………...20 MY INSURANCE POLICIES………………………………………………………………….24 MY EMPLOYMENT …………………………………………………………………………..27 MY FINANCIAL INFORMATION …………………………………………………………….30 MY REAL ESTATE ……………………………………………………………………………34 MY UTILITIES …………………………………………………………………………………35 MY VEHICLES ………………………………………………………………………………...37

MISCELLANEOUS INFORMATION

MY PETS ………………………………………………………………………………………38 MY MEMBERSHIPS & CHARITIES ………………………………………………………...39

FINAL WISHES

FUNERAL ARRANGEMENTS ………………………………………………………………40 NOTIFICATION IN CASE OF DEATH ……………………………………………………...43 BIBLIOGRAPHY & RESOURCES……………………………………………………46

–  –  –

DOCUMENT / ITEM LOCATION

Address book – personal Address book – professional Adoption or legal guardianship papers Bank account information – check books, statements, debit cards, ATM cards, etc.

Birth Certificate Credit cards – cards, statements, etc.

Debts owed to me Deed Disability records & insurance Disposition of remains – prepaid burial plots, donor arrangements, etc.

Divorce papers Employment – earnings & leave statements, contracts, etc.

Family tree & other information Household effects inventory Income tax records Information on my inheritances Insurance policy – health Insurance policy – life Insurance policy – long term care Insurance policy – professional Insurance policy – property (mortgage, homeowners, etc.) Insurance policy – vehicle Investment records – stocks, bonds, 401K, IRA, etc.

Key – safety deposit box Keys – home Keys – other properties Keys – vehicles Keys or combination - P.O. Box Lease Marriage certificate Military service records Miscellaneous debts I owe Naturalization papers Passport Pet records – vaccination, medical, AKC registration,etc.

Power of attorney Social Security card Vaccination records Vehicle records – loan, title, registration, etc.

Will, living will, etc.

–  –  –

FULL NAME:

MAIDEN NAME:

SOCIAL SECURITY NUMBER:

DATE OF BIRTH:

PLACE OF BIRTH (include name of hospital, city, county, state, country):

CURRENT HOME ADDRESS:

LOCATION OF HOUSE KEYS:

CURRENT MAILING ADDRESS:

LOCATION OF POST OFFICE BOX KEYS OR COMBINATION:

CURRENT STATE OF LEGAL RESIDENCE (state in which I vote):

DRIVER’S LICENSE STATE & NUMBER:

HOME TELEPHONE:

CELLULAR TELEPHONE:

HOME FAX NUMBER:

PERSONAL E-MAIL ADDRESS(ES):

PERSONAL WEBSITE ADDRESS:





MARITAL STATUS:

–  –  –

TOTAL NUMBER OF BIOLOGICAL, ADOPTED, & STEPCHILDREN:

LOCATION OF MY PERSONAL ADDRESS BOOK:

LOCATION OF MY PROFESSIONAL ADDRESS BOOK:

LOCATION OF INFORMATION REGARDING FAMILY TREE & HISTORY:

–  –  –

MY CURRENT MARRIAGE

NAME OF SPOUSE:

DATE & PLACE OF MARRIAGE:

LOCATION OF MARRIAGE CERTIFICATE:

SPOUSE’S SOCIAL SECURITY NUMBER:

SPOUSE’S DATE OF BIRTH:

SPOUSE’S PLACE OF BIRTH:

SPOUSE’S HOME ADDRESS:

SPOUSE’S HOME TELEPHONE:

SPOUSE’S E-MAIL ADDRESS:

SPOUSE’S PERSONAL WEBSITE ADDRESS:

SPOUSE’S EMPLOYER:

ADDRESS OF SPOUSE’S EMPLOYER:

SPOUSE’S WORK TELEPHONE:

SPOUSE’S E-MAIL ADDRESS:

NAME & TELEPHONE OF SPOUSE’S SUPERVISOR:

–  –  –

MY PREVIOUS MARRIAGES

(Copy and paste more, if necessary.)

NAME OF FORMER SPOUSE:

DATE & PLACE OF MARRIAGE:

DATE & PLACE OF DIVORCE:

LOCATION OF DIVORCE PAPERS:

FORMER SPOUSE’S CURRENT HOME ADDRESS:

FORMER SPOUSE’S CURRENT HOME TELEPHONE:

FORMER SPOUSE’S CURRENT WORK TELEPHONE:

FORMER SPOUSE’S CURRENT E-MAIL ADDRESS:

–  –  –

NAME OF SPOUSE:

DATE & PLACE OF MARRIAGE:

LOCATION OF MARRIAGE CERTIFICATE:

SPOUSE’S SOCIAL SECURITY NUMBER:

SPOUSE’S DATE OF BIRTH:

SPOUSE’S PLACE OF BIRTH:

SPOUSE’S HOME ADDRESS:

SPOUSE’S HOME TELEPHONE:

SPOUSE’S E-MAIL ADDRESS:

SPOUSE’S PERSONAL WEBSITE ADDRESS:

SPOUSE’S EMPLOYER:

SPOUSE’S WORK TELEPHONE:

SPOUSE’S WORK E-MAIL ADDRESS:

ADDRESS OF SPOUSE’S EMPLOYER:

NAME & TELEPHONE OF SPOUSE’S SUPERVISOR:

–  –  –

SPOUSE’S MARITAL HISTORY

(Copy and paste more, if necessary.)

NAME OF FORMER SPOUSE:

DATE & PLACE OF PREVIOUS MARRIAGE:

DATE & PLACE OF DIVORCE:

HOME ADDRESS OF FORMER SPOUSE:

HOME TELEPHONE OF FORMER SPOUSE:

WORK TELEPHONE OF FORMER SPOUSE:

E-MAIL ADDRESS OF FORMER SPOUSE:

SPOUSE’S CHILDREN WITH ME

(Copy and paste more, if necessary.)

NAME:

DATE OF BIRTH:

PLACE OF BIRTH:

SOCIAL SECURITY NUMBER:

ADDRESS:

TELEPHONE:

E-MAIL:

SPOUSE’S CHILDREN BY PREVIOUS MARRIAGE

(Copy and paste more, if necessary.)

NAME:

DATE OF BIRTH:

–  –  –

PLACE OF BIRTH:

SOCIAL SECURITY NUMBER:

ADDRESS:

TELEPHONE:

E-MAIL:

SPOUSE’S PARENTS

FATHER’S NAME:

DATE OF BIRTH:

PLACE OF BIRTH:

DATE OF DEATH:

PLACE OF BURIAL:

CAUSE OF DEATH:

SOCIAL SECURITY NUMBER:

ADDRESS:

HOME TELEPHONE:

WORK TELEPHONE:

CELLULAR TELEPHONE:

E-MAIL:

MOTHER’S NAME:

MOTHER’S MAIDEN NAME:

DATE OF BIRTH:

–  –  –

PLACE OF BIRTH:

DATE OF DEATH:

PLACE OF BURIAL:

CAUSE OF DEATH:

SOCIAL SECURITY NUMBER:

ADDRESS:

HOME TELEPHONE:

WORK TELEPHONE:

CELLULAR TELEPHONE:

E-MAIL:

SPOUSE’S SIBLINGS

(Copy and paste more, if necessary.)

NAME:

DATE OF BIRTH:

PLACE OF BIRTH:

SOCIAL SECURITY NUMBER:

ADDRESS:

HOME TELEPHONE:

WORK TELEPHONE:

CELLULAR TELEPHONE:

E-MAIL:

–  –  –

SPOUSE’S GRANDCHILDREN

(Copy and paste more, if necessary.)

NAME:

DATE OF BIRTH:

PLACE OF BIRTH:

SOCIAL SECURITY NUMBER:

ADDRESS:

TELEPHONE:

E-MAIL:

–  –  –

PARENTS

FATHER’S NAME:

DATE OF BIRTH:

PLACE OF BIRTH:



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