Organizing your financial life
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1 Organizing your financial life Critical information at your fingertips Date Your Name Financial Advisor / Team Name Financial Advisor / Team Phone Number Financial Advisor / Team Financial Advisor / Team Website Address
2 Building the life you always wanted is more than just checking your balance sheet. It s being prepared to meet new opportunities, to shift course and to adapt when significant life events occur. When the unexpected happens, having all your important financial information in one place can help make it easier for you and your family to deal with the disruptions that life can bring. This document helps you organize that information. You can face life s financial challenges with the help of a Merrill Lynch financial advisor, who takes the time to fully understand who you are and what matters most to you. Knowing you have a one-on-one relationship with someone who understands your situation, your needs and what you want to accomplish is one way to help you stay on track toward meeting your personal goals. A Merrill Lynch financial advisor offers the investment insights of Merrill Lynch and access to the banking convenience of Bank of America, so you can have a wide variety of capabilities at your fingertips. Get started today. Call MERRILL ( ) or visit us online at Key Contacts PERSONAL NAME TELEPHONE Family member Family member Friend Friend Primary care physician Other physician Other physician Pediatrician Guardian or emergency contact for minor(s) Home health aide Primary medical insurance Secondary medical insurance Financial advisor Attorney Executor Power of attorney Accountant Employer Dentist Veterinarian Telephone provider Cellular phone provider Cable/Internet provider Gas company Electric company Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and member SIPC, and other subsidiaries of Bank of America Corporation ( BAC ). Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of BAC. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
3 Tracking Progress PERSONAL Example: Adoption papers Social Security card John Smith 123 Birch Street, Allentown, PA (610) Black file cabinet, basement or den computer, My Documents > Adoption Birth certificates Passport/Citizenship (naturalization) papers Driver s license number and expiration date Adoption papers Marriage certificate Prenuptial agreement Divorce or separation papers Military discharge papers Safe and combination Safe deposit box and key Wealth management expense worksheet OWNERSHIP Real estate deeds Motor vehicle title(s) Other titles of ownership Appraisal and inventory of valuable items TAX Prior years federal and state tax returns Federal/State gift tax returns Property and school tax records I still need to discuss with a financial advisor: Online account access and tracking Monthly account Portfolio performance reviews 3
4 Banking Account Checking Checkbook Savings Money market account Credit union account book or CD Credit card Debit card Online bill paying information I still need to discuss with a financial advisor: Electronic banking and automatic investments Online account management Credit and debit cards with rewards programs Estate Planning ESTATE Last will and testament Living will/health care proxy Durable power of attorney Burial instructions Cemetery plot deed Prepaid cremation papers Funeral home preference and information Letter of instruction to executor/executrix Certificates of deceased family members Beneficiary for accounts 4
5 Estate Planning INSURANCE Long-term care insurance policy Life insurance policies Group life policies Health and accident insurance cards and claims record Mortgage insurance policies Travel insurance policy Automobile insurance policy Property and casualty policies Other insurance Veterans administration insurance policy Beneficiary forms for insurance policies PERSONAL AND CHARITABLE TRUSTS Personal trust account Trustee information Charitable trust account Charitable donation preferences SPECIAL NEEDS TRUSTS Child trust account Child trustee/guardian Adult trust account Adult trustee/guardian Executor to oversee financial affairs I still need to discuss with a financial advisor: Trust and estate services Philanthropy and nonprofit services Insurance planning and products Wealth preservation strategies 5
6 Investment Brokerage account Mutual fund account Other managed account Stock certificates not held in an account Bearer bonds not held in an account Alternative investments (include K-1s) 529 college savings plan Cost basis papers Online transaction confirmation Concentrated stocks (10b5-1 selling plans, Rule 144/145 sales and lending) I still need to discuss with a financial advisor: Investment strategies Managed accounts Investing for education Alternative investments Retirement IRA Company retirement plan from all employers, e.g., 401(k), 403(b) Other company benefits (stock options, deferred compensation) Deferred compensation agreement Statements and beneficiary forms for retirement plans, e.g., IRA, 401(k) Statements and beneficiary forms for annuity policies (variable or fixed) I still need to discuss with a financial advisor: 401(k) Annuities Account transfer solutions RMDs Retirement planning IRAs Distributions 6
7 Credit and Lending Mortgage Home equity line papers Loan Management Account Securities-based loan Car loan Student loans Other outstanding loans Promissory notes Rental and/or lease agreements I still need to discuss: Home financing Equity loans and lines Education funding Security-based financing Small Business Incorporation/Ownership papers Financing papers Bank account Payroll records Employee records Employee retirement plans Stock option plans Other employee benefit plans Credit card Buy/Sell or partnership agreements Other I still need to discuss with a financial advisor: Business financing Cash management Retirement and benefit plans Succession planning 7
8 2014 Bank of America Corporation. All rights reserved. AR8VE8K7 KC A PM /2014
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