Publication #FCS 7103

Topics: Record-Keeping� |�Finance and Family� |�Torres, Nayda I� |� Turner, Josephine�

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

Personal Information
Passports
Retirement Pension System
Wills
Bonds, Stocks, Mutual Funds
Life Insurance and Annuities
List of and number of Medical Care and Disability Insurance
List of and number of Automobile, Boat, Homeowners, Special Policies (Jewelry, Antiques, etc.) and Personal Liability
Insurance
Real Estate and Business Interests
Personal Property (Automobiles, Boats, Jewelry, Antiques, etc.)
Household Inventory

These records should be kept in an active file:^b

Persons to be Notified in an Emergency
Drivers' Licenses
Social Security Cards
Educational Information
Health Records
Employment Records
Advisors
Location of Safe Deposit Boxes
Checking Accounts number, Savings Accounts number, Certificates of Deposits
Tax Records
List of Credit Cards
Household Debts
Guarantees and Warranties

• 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 member^b
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

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.

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.

Family Records1

Tables

Footnotes

Family Records¹