Celebration of Life Guide

Transcription

1 Celebration of Life Guide

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3 Celebration of Life Guide When you pass away your family and friends will want to celebrate your life and the great experiences you all shared together. Out of respect for you they will want to celebrate exactly the way you would want it to be. This booklet will allow you to provide your family with a detailed account of your life in order that they can celebrate your life at a memorial service and into the future. The guide includes information about your life story, memories you want to share, experiences you want your family and friends to remember, and details about your funeral. It also includes a few technical items that will have to be taken care of at the time of death. Once you have completed the Celebration of Life Guide, keep it in a safe place in which your family will be able to find it easily when needed. If you choose, you can provide American Century Life with a copy which will be placed with your policy file and will be sent to your family at the appropriate time.

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5 My Personal Information Start with the basic biographical information about you and your family: Date of Birth: Place of Birth: Social Sec. #: My State: Marital Status: Occupation: City: Zip Code: Spouse: Employer: Military Service: Yes No, Details: My Family My Mother: My Father: Siblings Phone: Phone:

6 Children Phone: Phone: Grandchildren Phone: Phone: Other family members and friend you would like to notify Relationship: Relationship: Relationship:

7 My Life Story As a part of the funeral service and as a living account of your life, your family will want to celebrate your life and remember all the great moments you had together. They may want to listen to the music you loved, the movies you liked, and share stories about the times you had together. In the section below you have an opportunity to tell others about all those items. My Favorites Songs: Movies: Food/Restaurant: Best and Worst Cars: Quotes: Books:

8 Sports Teams: Family Pet: People None Family: My Key Principle: Best Advice I Received: Best Advice I Can Give my Family: Other Important Things You Should Know About Me

9 Memories and Stories I Want to Share with Family and Friends The One Experience I Would Like to Live Again: The Funniest Thing That Ever Happened to Me: My Best Family Memory: The Highlight of My Working Career: Key People in My Life I Want to Recognize: Organizations I Influenced the Most or That Influenced Me:

10 Other Memories I Want to Share:

11 Funeral Plan Funeral ceremony includes many details and options. To make sure your family performs your burial exactly the way you want to, we listed below a number of key items for the funeral process that can be defined by you ahead of time: Preferred Funeral Home City: State, Zip: Contact Phone #: Type of Service: Private Public Burial Place I Own a Plot at: I Do Not Own a Plot City, St. Zip: Type of Burial: Burial Cremation Mausoleum Casket to be: Open Close Viewing to be: Private Public None Eulogy by: Phone #: Memorial Contributions Made to: Music Preference:

12 Pallbearers Phone #: Phone #: Phone #: Phone #: Phone #: Phone #: Any Other Special Instructions

13 Financial & Legal Information There are important financial and legal documents your family will need to access at the time of your death. By completing the list below they will be able to easily locate files, accounts and documents. We included a list of many items, but many people will not have all them. Complete the ones you have: Life, Health, or Accidental Insurance Policy Company: Policy #: Agent: Phone #: Will Located at: Executor: Phone #: Bank Accounts Type: Account #: Type: Account #: Checking Savings Checking Savings Bank: Bank:

14 Current/Former Employer Benefits Employer: Contact: Investments/Retirement Accounts Type: IRA 401(K) Other Account #: Type: IRA 401(K) Other Account #: Bank: Bank: Other Documents (may include pension information, income tax records, home and auto titles, and similar documents) Type: Location: Contact Person: Phone #: Type: Location: Contact Person: Phone #:

15 Notes

16 American Century Life Insurance Company of Texas 9708 Congressional Dr. Plano, TX (855) Fax (855)