hml665 - valuable papers inventory

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record and a charge for locating and providing you the

certificate. For specific information on a needed recordwrite and inquire about current costs and request the

necessary application forms. For information on obtainingrecords from other states, write the Consumer InformationCenter, Pueblo, CO 81009 and ask for the leaflet, “Where

to Write for Vital Papers.” There is a small fee for the leafletOnce all important papers for your family have been ob

tained, complete the valuable papers inventory. Be certainto include all papers noted and add others that might be

appropriate to your family situation.

KEEP YOUR VALUABLE PAPERSINVENTORY UP-TO-DATE

A valuable papers inventory can be a useful tool inmanaging your family’s financial affairs. In the event youbecome ill and cannot handle your personal business or

upon your death, a valuable papers inventory can prevenconfusion, delay, and loss of money. The inventory also

provides a guide for the location of all of your family’simportant records. In addition, it is helpful in the preparation

of wills and other legal documents. For maximum use, theinventory must be kept current. The best policy is to makeadjustments as changes occur. In any event, at least once

a year the valuable papers inventory needs to be carefullyreviewed and changes noted. Be certain to share updated

information with appropriate family members or closefriends. Make at least three copies of your valuable papers

inventory - one for your home file, one for your bank safedeposit box, and one for the person you have designatedto handle your affairs in case of disability or at death.

STORING VALUABLE PAPERS

Valuable papers should be sorted and stored in one ofthree places - your wallet, a home file, o

a bank safe deposit box. For additionainformation on storing important family

papers, ask for Extension publication“File It, Find It: Important Records,” HM

Leaflet 666.

Valuable papers are important documents that are

needed at various times during one’s life for various rea-sons. For example, a birth certificate is used to prove age

when starting school, obtaining a driver’s license, or apply-ing for Social Security benefits.

IDENTIFYING VALUABLE PAPERS

Valuable papers are those needed to prove certainevents or actions actually occurred. Such papers can be

sorted into two types: those needed for day-to-day use andthose needed only occasionally. Examples of valuable

papers used frequently include driver’s license, creditcards, health insurance card, identification card, and spe-cial health concerns such as allergies, disabling conditions,

and blood type. Examples of valuable papers used occa-sionally include documents such as birth, marriage, and

death certificates; deeds; leases; contracts; wills; insur-ance policies; military papers; divorce decrees; securities;

and Social Security papers. Valuable papers are any im-

portant papers related to the business of your family whichwould be difficult or time-consuming to replace.

ORGANIZING VALUABLE PAPERS

It is important for you and your family to have access to

necessary valuable papers. One way to do this is tomaintain an inventory of all important family records. Use

the valuable papers inventory forms in this publication tocompile a record of your family’s important papers. Ifpapers noted in the inventory cannot be located, replace-

ments need to be obtained immediately. Most papers mustbe replaced by the issuing agency or organization. For

example, a divorce decree must come from the county inwhich it was granted; birth, marriage, and death certificates

can usually be obtained from the office of vital statistics inthe capital city of the state where the event occurred. In

South Carolina, write the South CarolinaDepartment of Health and Environ-mental Control, Office of Vital Records

and Public Health Statistics, 2600 BullStreet, Columbia, SC 29201. There are

different forms to be completed for each

H ML 665 Rep. November 1995

FILE IT, FIND ITV A L U A B L E P A P E R S I N V E N T O R Y



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VALUABLE PAPERS INVENTORY

Family Name Address

Date Record Started Date(s) Revised

Family Record

List names of all family members including children married and/or living away from home. Under com-ments, note special health concerns, where marriage was recorded, and other pertinent information.

NAME DATE OF BIRTH WHERE BIRTH COMMENTS

RECORDED

HUSBAND

WIFE

CHILDREN & ADDRESSES

Close Relative or Friend

People to notify in case of serious emergencies

NAME ADDRESS & TELEPHONE NUMBER



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Power of Attorney

If you have given someone the legal power to act for you in case conditions make you unable to handle

your own affairs, indicate below.


Family Advisers


CLERGY

DOCTOR

DENTIST

ACCOUNTANT

BANKER

BROKER

INSURANCE AGENTS

ATTORNEY

FINANCIAL PLANNER/ADVISER

PERSONAL REPRESENTATIVE NAMED IN WILL

TRUSTEE

OTHER



4

Family Social Security Numbers

NAME NUMBER CARD LOCATION

Driver’s Licenses

NAME NUMBER



5

5

InsurancePolicie

s

#1

#2

#3

#4

TYPEOF

INSURANCE

COMPANY

LOCALAGENT

POLICYNUMBER

POLICYAMOUNT

LOAN

AMOUNT

NAMEOFINSURED

BENEFICIARY

POLICYLOCATION



6

Banking Services

NAME, ADDRESS, & TELEPHONE ACCOUNT IN WHOSE

NUMBER OF FINANCIAL FIRM NUMBER NAME

CHECKING ACCOUNTS

SAVINGS ACCOUNTS

CERTIFICATES OF DEPOSIT

MONEY MARKET

TRUST ACCOUNTS

SAFE DEPOSIT BOX

BANK CREDIT CARDS

OTHER



7

Credit Card Accounts

NAME, ADDRESS, TELEPHONE NUMBER ACCOUNT/CARD NUMBER WHOSE NAME



8

Debts(Money

YouOwe)

COMPANYORPERSON

PURCHASE

PAYMENT

FINAL

WHERE

DESCRIPTION

OWEDANDADDRESS

AMOUNT

DATE

AMOUNT

PAYMENTDUE

RECORDSKEPT



9

RealEstate

(IncludeCemeter

yPlots)

LOCATIONAND/OR

PURCHASE

PURCHASE

MORTGAGEAMOUNT

RE

CORD

TYPE

DESCRIPTION

DATES

PRICE

ANDHOLDER

LOC

ATION



10

Investments

SERIAL

DATE

PURCHASE

COMMENTS/NOTES

NAMEOFASSET

NUMBER

PURCHASED

PRICE

(OWNER,NO.OFSHARES,ETC.)

STOCKS/BONDS

MUTUALFUNDS

ANNUITIES

RETIREMENTPLA

NS



11

Vehicles

YEARAND

ENGINE#OR

PURCHASE

INWHOSE

LIEN

LOAN

WHEREPAPERS

MAKE

MO

DEL

SERIAL#

PRICE

NAME

H

OLDER

AMOUNT

K

EPT



12

Other Personal Property

Include boat, mobile home, special pieces of jewelry, antiques, books, collections, etc.

DATE PURCHASE PRICE

NAME OF ASSET ACQUIRED OR VALUE COMMENTS



13

PaymentsDueUs

ITEMOR

COMPANYORPERSON

LOAN

P

AYMENT

FINAL

WHERE

DESCRIPTION

OWINGANDADDRESS

AMOUNT

DATE

A

MOUNT

PAYMENTDUE

RECORDSKEPT



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Other Important Papers

Provide exact information on location, include specific room, piece of furniture, and drawer location.

Adoption papers

Appliance guarantees/

warranties

Appliance use &care booklets

Baptismal records

Birth certificates

Citizenship papers

Death certificates

Divorce papers

Educational records

Employment records

Family history &photos

Funeral directions

Health records

Household inventory

Income & expenserecords

Income tax records

Marriagecertificate

Military records

Net worth statement

Passport papers

Patents, copyrights

Pension Records

Record of homeimprovements

Safe deposit boxinventory

Safe deposit box

key

Will & instructions



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Notes



File It, Find It leaflets, a component of the Life Cycle Planning

Program, are offered to help individuals and families get

control of their resources as they plan for financial securitythroughout their lifetimes.

The following leaflets are available:

HM 664 Household Inventory

HM 665 Valuable Papers InventoryHM 666 Important Records

HM 667 Home Filing System

Prepared by: Joyce H. Christenbury, C.H.E., Extension Family Resource Management Specialist

The Clemson University Cooperative Extension Service

offers its programs to people of all ages, regardless of race, color, sex, religion, national origin, or disability and is an equal opportunity employer.Clemson University Cooperating with U.S. Department of Agriculture, South Carolina Counties, Extension Service, Dan O. Ezell, Interim Director, Clemson, S.C. Issued in Furtherance

of Cooperative Extension Work in Agriculture and Home Economics, Acts of May 8 and June 30, 1914

Printed on recycled paper with soy ink

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hml665 - valuable papers inventory

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