NC Office of State Personnel Life Planning Program. Your Financial Account: Insurance/Risk Management

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1 NC Office of State Personnel Life Planning Program Your Financial Account: Insurance/Risk Management

2 PROTECTION COVERAGE INSURANCE RECORD TYPE (1) COVERAGE NOW ** (2) COVERAGE NEEDED (3) COST Life Insurance (Life Insurance Calculator) Disability Insurance (Disability Calculator) Medical Insurance Liability Insurance (Total of Assets) Property: Personal (Current Value) Real Estate (Replacement Value) Automobile (Current Value)

3 LIFE INSURANCE CALCULATOR To determine the amount of Life Insurance you need, complete the information in each section of this form. Be as accurate as possible. A. Debts: Enter the amount you owe on your home: (1) Enter the total amount of your other debts: (2) Add (1) and (2) and enter here: (A) B. Final Bills: Average cost of final medical bills, burial expenses, and administration expenses is: (B) C. Income Needs: The total monthly income your family would need if you died tomorrow: (3) The total monthly income your family (spouse) would receive from your retirement plan if you died after you retired: (4) Subtract (4) from (3) and enter here: (5) Total monthly income from Social Security: (6) Subtract (6) from (5) and enter here: (7) Multiply (7) by 200 and enter here: Add (A), (B), & (C) and enter here: (C) (D) D. Deductions: Enter the total amount in savings: (8) Enter amount of other investments you would want sold at your death: (9) Add (8) and (9) and enter here: (E) Subtract (E) from (D) and enter here: (F) ** ** This is the amount of Life Insurance you should own**

4 DISABILITY CALCULATOR To determine the amount of Disability Coverage you need to protect your family, record the requested information on this form. The Cash Flow Analysis Income and Expense forms are useful tools in completing this form. TOTAL A. Annual Family Expenses Source of Income: Your Income Spouse's Income Social Security Disability Disability Benefits (Work) Income from Investments Other Income B. TOTAL INCOME C. Additional Income Needed (Subtract B from A) D. Amount of Money Needed to Make up Shortage: 1. Assumed Rate of Interest = 6% multiply line C by 6 10% multiply line C by 10 12% multiply line C by Enter TOTAL in line D

5 UNDERSTANDING YOUR BENEFITS/ LINKS TO PROTECTION COVERAGE TYPE LINKS Life Insurance Employee Death Benefit Plan Retiree Death Benefit Plan efits_handbook.htm Filling the Life Insurance Gap Resources and Options NCFlex o Term life BenefitHL.html Employee Disability Benefit Plan Disability Insurance Disability Income Plan Office of State Personnel: Employee Handbook Retirement System: Teachers and State Employees Retirement Handbook rm%20care 1

6 TYPE LINKS Filling the Disability Income Gap Options NCFlex Social Security Administration Disability Income Plan State Employee Health Insurance Medical Insurance Options Filling the Medical Insurance Gaps NCFlex (Active Employees Only) o Supplemental Medical o Healthcare Flexible Spending Account o Vision o Dental Medicare and Medicaid o Social Security Administration o Seniors Health Insurance Information Program o Centers for Medicare and Medicaid Services o State Children s Health Insurance (SCHIP) Long Term Careo State Sponsored Plan o Department of Insurance Shiip Program: Long Term Care Guide ion.pdf

7 TYPE LINKS Personal Insurance Needs Although the state does not offer insurance to meet these areas, the following are options you should consider as you evaluate your insurance needs: o Liability o Property Real Estate Homeowners Mobile Home Renters Flood Vehicle Automobile Other Risk Management Resources/Options Department of Insurance State Employees Credit Union WeSave, Inc North Carolina Retired Governmental Employees Association State Employee s Association of North Carolina Agency Specific Benefit Plans (visit your agency Human Resources office) Boat and Watercraft o Other North Carolina Department of Insurance, Consumer Services 3

8 Inventory of Personal Papers Use this form to: 1. Record and monitor all insurance policies and important contracts, pension accounts, etc. 2. Record the status and location of important documents and personal property. TYPE OF DOCUMENT LOCATION NOTES PERSONAL DOCUMENTS: Certificate of Birth Certificate of Marriage Certificate of Divorce Social Security Cards Military Discharge Passports Spouse Birth Certificate Children's Birth Certificates Death Certificates Cemetery Plots/Burial Arrangements FINANCIAL DOCUMENTS: Bank Account Information Loan Agreements Stocks and Bonds Government Securities Notes Due to Others Notes Due to You Passbooks Stock/Bond Transfer Receipts Pension Plan Information IRA/Keogh/Tax Deferred Annuities Other Items TAXES: Past Returns Canceled Checks Interest/Dividend Receipts 1

9 TYPE OF DOCUMENT LOCATION NOTES INSURANCE: Life Insurance Policies Homeowners Policies Car Insurance Policies Major Medical Insurance Supplementary Health Insurance Disability Insurance REAL ESTATE: Deeds Real Estate Notes Title Insurance Policy Mortgage Documents/Deeds of Trust Tax Assessments Rental Agreements Rental Receipts Repair Receipts Improvement Receipts Other MEDICAL: Records Receipts Insurance Payments CARS: Registration Ownership/Title Documents Loan Agreements Loan Payments Records Lease Agreement Repair Records 2

10 TYPE OF DOCUMENT LOCATION NOTES SAFE DEPOSIT INFORMATION: Location Box Number Location of Keys Persons Authorized WILLS: Location Codicil(s) Executor(s) Guardian(s) Trusts Trustee(s) General Power of Attorney Health Care Power of Attorney Medical Declaration/Living Will ADVISORS: Attorney Financial Advisor Banker Doctor Other MISCELLANEOUS ITEMS: Jewelry Other Personal Property 3

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