What My Family Should Know MY FAMILY SHOULD KNOW Family Doctor Name Name First First Last Last Location / City Section Buttons Financial Advisor Name Name First First Last Last Location / City Section Buttons Tax Consultant Name Name First First Last Last Location / City Section Buttons Insurance Agent Name Name First First Last Last Location / City Section Buttons Next BANKING DETAILS Bank Details Bank Name A/C Number Section Buttons FIXED DEPOSIT DETAILS Bank Name FDR No. Section Buttons BANK LOCKER DETAILS Bank Name Locker No Section Buttons CREDIT CARD DETAILS Bank Name Locker No Section Buttons Next LOCATION OF IMPORTANT DOCUMENTS INSURANCE POLICIES Location Section Buttons PROPERTY PAPERS Location Section Buttons PERSONAL DOCUMENTS (BIRTH CER., PANCARD, AADHAR, MARRIAGE ETC) Location Section Buttons Personal Will Location Section Buttons Other documents Location Section Buttons Next LIST OF PROPERTIES/ASSETS HELD Property Address In the Name of Type Flat Commercial Joint Owner if any Loan/Mortgage Section Buttons Next RENTAL PROPERTY DETAILS Property Address Tenant Name and Contact Monthly Rent Advance/Deposit Contract Expiry Dates Section Buttons Next SHARES AND BONDS INVESTMENT DETAILS Company No. Of Shares Demat A/c No Demat Bank Details Registered Email Id Nominee Section Buttons Next PPF & PENSION DETAILS Type Self Employer PPF/Pension A/c. No. Registered Email Id Accumulated Amount As on Date Nominee/s Remarks Section Buttons Next DEBTS PAYABLE Type BANK FRIENDS RELATIVES NAME DEBT AMOUNT INSTALLMENT AMT AMT PAID TILL DATE COLLATERAL Section Buttons Next DEBTS RECEIVABLES Type FRIENDS RELATIVES BUSINESS ASSOCIATE NAME DEBT AMOUNT INSTALLMENT AMT AMT RECEIVED TILL DATE COLLATERAL Section Buttons Next LIFE INSURANCE POLICY DETAILS Insured Name Company/Branch Policy No. Type Child Term Retirement Premium Amount Premium Frequency Section Buttons Next MUTUAL FUND INVESTMENT DETAILS Folio Number Name of Fund Applicant Nominee Total Amount Invested Section Buttons If you are human, leave this field blank. Submit
