It s about your life and the gift you give your family. Cynthia Tidwell President/CEO

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1 My Life

2 Hello. We re pleased to provide you this complimentary personal record book to assist you in managing your personal and financial life. It was designed to save you time and effort, as well as help your loved ones manage your affairs if you re unable to do so. As we continue our legacy of empowering women and those they care about to achieve financial security, we are dedicated to enhancing the quality of your life. We hope this book fulfills a part of that commitment by giving you an easy method of organizing your important information, including your medical history, education, tax records, financial assets, etc. In turn, it will be a special gift to your family members when they re most in need of help and support. We encourage you to complete the book and update it as necessary. Keep it in a safe location and tell a trusted relative or friend where it is in case of an emergency. It s about your life and the gift you give your family. Cynthia Tidwell President/CEO

3 TABLE OF CONTENTS Personal & Family Information 2 Emergency Contacts 5 Medical Information 6 Financial Information 7 Insurance & Stock Certificates 9 Additional Financial Information 10 Website Information 11 Final Arrangements 12 How Can I Help My Family? 14 Secure The Future With Life Insurance 15 Reassess Your Life Insurance Coverage 16 Survivors Guide 17 Notes 18 About Royal Neighbors 20

4 PERSONAL & FAMILY INFORMATION full legal name Place of birth (hospital) City County State ZIP Birth certificate location Social Security number Card location Passport number Issue date Expiration date Location Employment Employed Retired Occupation Employer 2

5 Marital Status Married Single Divorced Widowed Spouse s name Spouse s Social Security number Spouse s phone: cell work Date of marriage Place of marriage Location of marriage certificate Military Service Yes No Dates of service Branch Serial number/service number Location of papers Military honors/decorations War Rank If service-connected disability, claim number This book contains valuable information about your personal, financial, and medical history. Because it provides details about your identity, please use with caution and keep in a safe, locked place where the contents cannot be accessed by anyone other than those you trust. 3

6 Family Mother s name (include maiden name)/birthdate Father s name /Birthdate Children (include spouse s) Birthdate Grandchildren Birthdate 4

7 EMERGENCY CONTACTS Person(s) to Notify in an Emergency 1. Relationship address 2. Relationship address 3. Relationship address 4. Relationship address 5

8 MEDICAL INFORMATION Identification marks or scars My fingerprints have been taken Yes No My DNA is on record at Allergies Doctors Medical Care Preferences I have a Living Will Yes No Location of Living Will I am an organ donor Yes No 6

9 FINANCIAL INFORMATION Checking/Savings Account(s) Checking Savings Institution Account number Checking Savings Institution Account number Checking Savings Institution Account number Safe Deposit Box Number Location Key location/combination 7

10 Credit Cards Institution Account number 3-digit security code Toll-free telephone Institution Account number 3-digit security code Toll-free telephone Institution Account number 3-digit security code Toll-free telephone Expiration date Expiration date Expiration date Mortgage Institution Location of deed Account number Home equity loan Certificates of Deposit Institution Certificate number Location of certificate Institution Certificate number Location of certificate Additional information can be noted on page 10. 8

11 INSURANCE & STOCK CERTIFICATES Life and Health and Accident Insurance Policies Life Health and Accident Provider Certificate number Location Agent telephone number Life Health and Accident Provider Certificate number Location Agent telephone number IRA or 401(k) IRA 401(k) Institution Certificate number Location of certificate IRA 401(k) Institution Certificate number Location of certificate Stocks/Bonds Location Portfolio/Account number Annuities Other investments 9

12 ADDITIONAL FINANCIAL INFORMATION 10

13 WEBSITE INFORMATION Internet Accounts, es, and Passwords Website Account log-in Password Website Account log-in Password Website Account log-in Password Website Account log-in Password Website Account log-in Password Helpful Websites

14 FINAL ARRANGEMENTS Last Will and Testament Date of my last will Location of will Lawyer s name/law firm Executor(s) of will Cemetery Plot Cemetery name Plot number Location of deed to plot Other notes 12

15 Funeral Preferences Funeral Director/Home Cremation Yes No Church Pallbearers Special Service Requests Hymns Flowers Special instructions Donations can be made to: Royal Neighbors Foundation, th St., Rock Island, IL Other

16 HOW CAN I HELP MY FAMILY? Consider a Living Will You should consider a Living Will. A Living Will communicates your final health standard wishes to your family and can include your guidance on keeping your life artificially prolonged. While you are healthy, you should check with your doctor to discuss various life-saving medical treatments that often are protected in Living Wills. She or he can provide you detailed medical information you can use to make your decision. Establish Powers of Attorney A Power of Attorney (POA) is a document designed to allow you to appoint a trusted person or organization to manage important financial, health, and legal matters on your behalf. A durable power of attorney means the document will remain in effect or take effect if you become mentally incompetent. If a POA is not durable and you lose the mental capacity to handle your own financial affairs, your family may need to go to court to have a guardian or conservator appointed over your assets. Powers of Attorney can have a major impact. You are encouraged to speak with a professional about your personal situation. Prepare a will or other estate plan It s important to have a will or other binding legal document such as a revocable trust to ensure your wishes are known after you re gone. You can make provisions for your children s care and education. And you can dictate who will manage and receive your assets when you are gone. Without properly executed documents, your estate will be disposed of under state-imposed laws that may not be consistent with your wishes. Protect your family by keeping your estate planning documents up to date. Depending on your personal circumstances, you may want to seek professional assistance to prepare the appropriate document(s). 14

17 SECURE THE FUTURE WITH LIFE INSURANCE The proper amount of life insurance can provide for your family when you re no longer here to help. With life insurance, you can provide for those you leave behind with a lifetime of financial security. When purchasing life insurance, you need to consider your long-term financial plan as well as any short-term protection needs and how life insurance may play a part. Permanent Insurance Some types of life insurance, known as permanent life insurance, build cash value over time. The cash value earned on a permanent life insurance certificate can be withdrawn or borrowed against while you are still living to help pay for a college education, make a down payment on a home, etc. Of course, withdrawals and/or loans and unpaid interest on loans will reduce the death benefit (i.e., the amount paid if the insured dies) and may cause the contract to terminate if not repaid. Term Life Insurance Term life insurance provides protection for a specific period of time for short-term needs such as paying off a mortgage, covering college expenses, or replacing your income for a surviving spouse or family. Term insurance is less expensive than permanent insurance, but does not offer any cash value. 15

18 REASSESS YOUR LIFE INSURANCE COVERAGE If you currently have life insurance, keep in mind that as life changes so does your need for protection. Review your life insurance needs every few years. Any of the changes listed below should prompt you to sit down with your insurance agent or financial advisor to make sure your life insurance plan is still appropriate: You have recently married or divorced A child or grandchild has been born or adopted You have begun to provide care or financial help to a parent A child requires assistance or long-term care You have recently purchased a home or business You are planning for a child s or a grandchild s education You or your spouse is concerned about retirement income You or your spouse has recently been promoted You have refinanced your home mortgage in the past six months You or your spouse has received an inheritance Life insurance death benefits are paid directly to your beneficiaries and can be used to help pay final expenses as well as long-term financial needs. Learn how much insurance you need to protect your loved ones with the Royal Neighbors life insurance needs calculator. Run a no-obligation life insurance quote today at to review our competitive rates. 16

19 SURVIVORS GUIDE Step 1. First calls. Make the first calls to notify the appropriate parties and have the deceased removed from the place of death. It may be necessary to arrange transportation between cities. Step 2. Funeral arrangements. Meet with a funeral director to make arrangements for the funeral services, including ceremonies and care of the deceased. Step 3. Funeral products. Select and purchase the necessary funeral products (e.g., casket, burial vault, cremation urn, etc.) and memorial items (e.g., grave marker, online memorial, etc.) Step 4. Cemetery arrangements. Meet with representatives of the selected cemetery to purchase cemetery property (e.g., grave space, crypt, niche for an urn, etc.) and arrange cemetery services. Step 5. Financial, estate, and other matters. Pay for the funeral services and merchandise. After the funeral, handle all estate, financial, and administrative matters of the deceased, claim death benefits, and obtain death certificates. 17

20 NOTES 18

21 NOTES 19

22 LIFE INSURANCE ANNUITIES MEMBER BENEFITS * Insurance with a Difference SM As one of the nation s largest women-led life insurance organizations, Royal Neighbors of America has empowered women to achieve financial security since We are a not-for-profit life insurer with a community focus providing opportunities for our members to engage and give back while supporting the communities where they live. We offer life insurance and financial protection solutions for women and families throughout their lives. Our members also receive valuable benefits which include scholarships, disaster aid, regional and national retail benefits, and a variety of discounts on health and wellness services. Our philanthropic efforts are dedicated to changing women s lives through its national programs, including the Nation of Neighbors SM Program, and through the Royal Neighbors Foundation, a 501(c)(3) public charity. Headquartered in Rock Island, IL, with a branch office in Mesa, AZ, Royal Neighbors serves more than 200,000 members and is licensed to do business in 42 states and the District of Columbia. * Member benefits are provided at the discretion of Royal Neighbors of America and are not available in all states. They are not part of any insurance or annuity contract, are not guaranteed, and are subject to change. 20

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24 Form 128; Rev th Street Rock Island, IL (800)

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