Personal Document Locator

Transcription

1 Ameriprise Financial Stephanie Milosavlevski, CFP Financial Advisor 2182 Commons Parkway Okemos, MI Personal Document Locator Page 1 of 7, see disclaimer on final page

2 Personal Document Locator Please keep in a secure location. This Personal Document Locator is simply a detailed list of where you store your important records and papers and who your primary advisors and contacts are. This list will assist your loved ones in the event of your death or disability. Keep this list at home along with your other important documents, and make sure a trusted family member knows where it is, or provide a copy to the family member, your executor, and/or your attorney. Remember to update your Personal Document Locator at least once a year to ensure its accuracy. Part A -- Personal Information (first, middle, last) Street Code Social Security Number Date of Birth Place of Birth Page 2 of 7, see disclaimer on final page

3 Part B -- Personal Contacts Attorney Firm Tax Preparer Firm Insurance Agent Company Financial Advisor Company Page 3 of 7, see disclaimer on final page

4 Part B continued -- Online Accounts Website (URL) Username Password Notes Page 4 of 7, see disclaimer on final page

5 Part C -- Location Key Specify the location(s) where you keep your documents (e.g., home, office, safe, safe-deposit box). For each item in Part D, check the number that corresponds to the correct location. Location 1 Location 2 Location 3 Location 4 Location 5 Part D -- Important Documents Will Durable Power of Attorney Health-Care Directives Trust Agreements Birth Certificate Social Security Card Marriage Certificate Military Papers Adoption Papers Page 5 of 7, see disclaimer on final page

6 Part D continued Divorce/Separation Papers Vehicle Titles Deeds Safe-Deposit Box/Keys Bank Account Records (e.g., checking and savings accounts, CDs) Tax Returns Mortgage and Loan Papers Insurance Policies -- Home and Vehicles Insurance Policies -- Property and Casualty Insurance Policies -- Life Insurance Policies -- Health Business Papers (e.g., incorporation papers, trademarks, patents) Retirement Account Papers (e.g., IRAs, annuities) Investment Papers (e.g., securities, stocks, bonds, mutual funds) Proof of Citizenship Important Keys Antiques and Heirlooms Jewelry Cash Funeral Instructions (e.g., cemetery plot deed, burial instructions) Notes Page 6 of 7, see disclaimer on final page

7 The information contained in this material is being provided for general education purposes and with the understanding that it is not intended to be used or interpreted as specific legal, tax or investment advice. It does not address or account for your individual investor circumstances. Investment decisions should always be made based on your specific financial needs and objectives, goals, time horizon and risk tolerance. The information contained in this communication, including attachments, may be provided to support the marketing of a particular product or service. You cannot rely on this to avoid tax penalties that may be imposed under the Internal Revenue Code. Consult your tax advisor or attorney regarding tax issues specific to your circumstances. Neither Ameriprise Financial Services, Inc. nor any of its employees or representatives are authorized to give legal or tax advice. You are encouraged to seek the guidance of your own personal legal or tax counsel. Ameriprise Financial Services, Inc. Member FINRA and SIPC. The information in this document is provided by a third party and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial Services, Inc. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributees shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this service. Ameriprise Financial Stephanie Milosavlevski, CFP Financial Advisor 2182 Commons Parkway Okemos, MI stephanie.j.milosavlevski@ampf.com Page 7 of 7 Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2014