University of FloridaSolutions for Your Life

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Publication #FCS 7103

Family Records1

Nayda I. Torres and Josephine Turner2

This record should be kept in a safe place known to every adult member of the family or trusted friend. An additional copy should be kept in a safe deposit box. Revise it annually to keep the vital information current.

These records should be kept in a safe deposit box or fireproof strong box at home:a

These records should be kept in an active file:b

  • • Insurance Policies

Tables

Table 1. 

Persons to be Notified in an Emergency:
Name

Relationship


 Address & Telephone Number















Table 2. 
Personal Information:

Record

Where Kept

Where Recorded

Date
Birth or Adoption Certificates:






















Marriage Certificate(s):










Divorce Decrees:










Death Certificates:


















Military Service Records:










Citizenship Papers:













Table 3. 
Passports:a

Name

Number

Expiration Date


















Table 4. 
Drivers' Licenses:b

Name

Number/State

Where Kept


















Table 5. 
Social Security Cards:b

Name

Number

Where Kept















Table 6. 
Educational Information:b

Name

Degree

Year

Institution Name & Address



































Table 7. 
Health Records: One for each family memberb

Name

Illness, Disease, Accident or Immunization

Date

Doctor's Name and Address

Other Information
























































































Table 8. 
Employment Records:b

Name

Employer's Name and Address

Dates

Supervisor

Wage or Salary











































Table 9. 
Advisors:b

Service

Name

Address and Telephone Number
Accountant

Attorney

Banker

Doctors & Specialty







Dentist







Financial Counselor




Executor of Will

Insurance Agents




Clergyman




Other













Table 10. 
Safe Deposit Boxes:b

In Whose Name

Name of Institution and Location of Bank

Box Number

Location of Key(s)











Table 11. 
Retirement Pension System:a

Name


 Name & Address of System

Contract #

Where Kept















Table 12. 
Wills:a

Name

Where Kept







Table 13. 
Checking Accounts, Savings Accounts, Certificates of Deposit:b

Account Number

In Whose Name

Name and Address of Financial Institution

Location of Certificates, Checkbooks, Savings Passbooks
Checking:














Savings:


















Certificates of Deposit:





















Table 14. 
Bonds, Stocks, Mutual Funds:a

Asset

Serial or Account #

Date Purchased or Acquired

Purchase Price, Market Value, etc.

Fees

Other Useful information (Owner's Name, # of Shares, Maturity Date, Where Kept etc.)

Dividend or Interest Taxable or Non-taxable








































































































































Table 15. 
Life Insurance and Annuities:a

Insured Person

Kind of Policy

Face Amount

Company

Policy Number

Policy Owner







































Table 16. 
Medical Care and Disablity Insurance (Including Medicare):a

Insured Person

Type of Insurance

Company

Policy Number







































Table 17. 
Automobile, Boat, Homeowners, Special Policies (Jewelry, Antiques, etc.) and Personal Liability Insurance

Property Insured

Company

Policy Number

Amount of Coverage/ Deductibles



















































Table 18. 
Real Estate and Business Interests:a

Description and Location

Date Acquired

Purchase Price

Location of Deeds

Other Useful Information (Owner's Name, Mortgages Held, etc.)
















































Table 19. 
Tax Records:b

Item

Where Kept
Duplicate Personal Income Tax Reports:






Records to Support Income Tax Returns:






Tax Receipts:






Other:







Table 20. 
Credit Cards:b

Card Name & Issuer Address

Account Number

In Whose Name

Minimum Amount and Conditions of Liability















































Table 21. 
Household Debts:b

Amount Owed

Name and Address of Person or Company Owed

Payment Terms

Location of Records







































Table 22. 
Personal Property (Automobiles, Boats, Jewelry, Antiques, etc.):a

Asset

Date Acquired

Purchase Price or Value

Location of Title if Applicable

Other Useful Information (Owner's Name, Where Kept, etc.)



















































































Table 23. 
Guarantees and Warranties:b

Item


 Coverage & Expiration Date

Location of Records



























Table 24. 
Household Inventory:a
 (A home video record can take the place of a written record as long as the information -- see below -- is included.)

Room:

Article

Place and Date Purchased

Model and Serial Number

Cost



















































































































































































































































































































































































































Footnotes

1. This document is FCS 7103, one of a series of the Family Youth and Community Sciences Department, Florida Cooperative Extension Service, Institute of Food and Agricultural Sciences, University of Florida. Original publication date November 1, 1991. Revised August 1, 2006. Visit the EDIS Web Site at http://edis.ifas.ufl.edu.

2. Written by Nayda I. Torres, Ph.D., Professor, Family and Consumer Economics and reviewed by Josephine Turner, Ph.D., CFP, Professor, Family and Consumer Economics, Department of Family, Youth and Community Sciences, Cooperative Extension Service, Institute of Food and Agricultural Sciences, University of Florida, Gainesville FL 32611.

The Institute of Food and Agricultural Sciences (IFAS) is an Equal Opportunity Institution authorized to provide research, educational information and other services only to individuals and institutions that function with non-discrimination with respect to race, creed, color, religion, age, disability, sex, sexual orientation, marital status, national origin, political opinions or affiliations. For more information on obtaining other extension publications, contact your county Cooperative Extension service.

U.S. Department of Agriculture, Cooperative Extension Service, University of Florida, IFAS, Florida A. & M. University Cooperative Extension Program, and Boards of County Commissioners Cooperating. Larry Arrington, Dean.