organize your life...family information 13 parents/children pets business contacts 17 loans and...
TRANSCRIPT
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ORGANIZEYOUR LIFEPERSONAL DOCUMENTS LOCATOR
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While people are generally living longer, at some point it will be essential for loved ones to know where your assets are and how to find and access your personal documents. Outlining your most important information can help reduce stress and save time for those who will be left to handle your estate.
Transamerica created this personal document locator to help you store and organize your critical records, papers, and primary contacts — all in one place.
CREATE A DETAILED LIST OF YOUR PERSONAL DOCUMENTS
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TABLE OF CONTENTSQuick Reference 4 Safety deposit box Personal safe location Emergency numbers Household utility numbers Insurance Neighbors
Biographical Data 6
Personal Information 7 Self Spouse/Partner
Emergency Contacts 11
Family Information 13 Parents/Children Pets
Business Contacts 17
Loans and Credit 19
Online Accounts 21
Location Key 22
Document Location 23
Financial Institutions 26
Assets 27
Money Owed to Me/Us 28
Make sure a trusted family member knows where this document is and/or how to access it if you’re unable to help. You might also consider providing a copy to your executor and/or your attorney.Important: Remember to update this document at least once a year to help ensure its accuracy, and keep it in a secure location due to the sensitive nature of the information it contains.
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SAFETY DEPOSIT BOX
Location of keys __________________________________________________________________________________
Financial institution __________________________________________________________________________________
Branch __________________________________________________________________________________
Box number __________________________________________________________________________________
Who has access? __________________________________________________________________________________
PERSONAL SAFE LOCATION
__________________________________________________________________________________
__________________________________________________________________________________
EMERGENCY NUMBERS
Police __________________________________________________________________________________
Fire __________________________________________________________________________________
Hospital __________________________________________________________________________________
HOUSEHOLD UTILITY NUMBERS
Heat __________________________________________________________________________________
Electric __________________________________________________________________________________
Water __________________________________________________________________________________
Telephone __________________________________________________________________________________
Cable/Satellite __________________________________________________________________________________
Other __________________________________________________________________________________
Other __________________________________________________________________________________
INSURANCE
Company __________________________________________________________________________________
Agent __________________________________________________________________________________
Address __________________________________________________________________________________
Phone __________________________________________________________________________________
QUICK REFERENCE
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NEIGHBORS
Name __________________________________________________________________________________
Phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Name __________________________________________________________________________________
Phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Name __________________________________________________________________________________
Phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Name __________________________________________________________________________________
Phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Name __________________________________________________________________________________
Phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
QUICK REFERENCE (CONT)
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Religious institution __________________________________________________________________________________
Phone __________________________________________________________________________________
Address __________________________________________________________________________________
Clergy __________________________________________________________________________________
Education __________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Civic affiliations __________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Military service __________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Honors/awards/ __________________________________________________________________________________
achievements __________________________________________________________________________________
__________________________________________________________________________________
Employment highlights __________________________________________________________________________________
BIOGRAPHICAL DATA
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Legal name (first, middle, last) __________________________________________________________________________
Previous name or alias __________________________________________________________________________
Street address __________________________________________________________________________
City/State/ZIP __________________________________________________________________________
Email address __________________________________________________________________________
Internet provider/acct number __________________________________________________________________________
Date of birth __________________________________________________________________________
Place of birth __________________________________________________________________________
Organ donor Yes No
Primary care physician __________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
Phone
Health insurance
Plan name and ID number
Medicare number
Medigap number
Blood type
Allergies
Medications/dosage
Pharmacy
Phone
Veterans affairs __________________________________________________________________________
PERSONAL INFORMATION - SELF
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Dentist ______________________________________________________________________________
Phone ______________________________________________________________________________
Employer ______________________________________________________________________________
Supervisor name ______________________________________________________________________________
Phone ______________________________________________________________________________
HR contact ______________________________________________________________________________
Phone ______________________________________________________________________________
Social Security number ______________________________________________________________________________
Military service number ______________________________________________________________________________
Date/Location of discharge ______________________________________________________________________________
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PERSONAL INFORMATION - SELF (CONT)
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Legal name (first, middle, last) __________________________________________________________________________
Previous name or alias __________________________________________________________________________
Street address __________________________________________________________________________
City/State/ZIP __________________________________________________________________________
Email address __________________________________________________________________________
Date of birth __________________________________________________________________________
Place of birth __________________________________________________________________________
Organ donor Yes No
Primary care physician __________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
Phone
Health insurance
Plan name and ID number
Medicare number
Medigap number
Blood type
Allergies
Medications/dosage
Pharmacy __________________________________________________________________________
Phone __________________________________________________________________________
PERSONAL INFORMATION - SPOUSE/PARTNER
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Dentist ______________________________________________________________________________
Phone ______________________________________________________________________________
Employer ______________________________________________________________________________
Supervisor name ______________________________________________________________________________
Phone ______________________________________________________________________________
HR contact ______________________________________________________________________________
Phone ______________________________________________________________________________
Social Security number ______________________________________________________________________________
Military service number ______________________________________________________________________________
Date/Location of discharge ______________________________________________________________________________
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PERSONAL INFORMATION - SPOUSE/PARTNER (CONT)
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Name __________________________________________________________________________________
Relationship __________________________________________________________________________________
Home phone __________________________________________________________________________________
Cell phone __________________________________________________________________________________
Work phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Name __________________________________________________________________________________
Relationship __________________________________________________________________________________
Home phone __________________________________________________________________________________
Cell phone __________________________________________________________________________________
Work phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Name __________________________________________________________________________________
Relationship __________________________________________________________________________________
Home phone __________________________________________________________________________________
Cell phone __________________________________________________________________________________
Work phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
EMERGENCY CONTACTS
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Name __________________________________________________________________________________
Relationship __________________________________________________________________________________
Home phone __________________________________________________________________________________
Cell phone __________________________________________________________________________________
Work phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Name __________________________________________________________________________________
Relationship __________________________________________________________________________________
Home phone __________________________________________________________________________________
Cell phone __________________________________________________________________________________
Work phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Name __________________________________________________________________________________
Relationship __________________________________________________________________________________
Home phone __________________________________________________________________________________
Cell phone __________________________________________________________________________________
Work phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
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EMERGENCY CONTACTS (CONT)
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Parent Child
Name __________________________________________________________________________________
Home/cell phone __________________________________________________________________________________
Work/school phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Date of birth __________________________________________________________________________________
Primary care physician __________________________________________________________________________________
Phone __________________________________________________________________________________
Health insurance Plan name & ID number __________________________________________________________________________________
Medications/dosage __________________________________________________________________________________
Allergies __________________________________________________________________________________
Parent Child
Name __________________________________________________________________________________
Home/cell phone __________________________________________________________________________________
Work/school phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Date of birth __________________________________________________________________________________
Primary care physician __________________________________________________________________________________
Phone __________________________________________________________________________________
Health insurance Plan name & ID number __________________________________________________________________________________
Medications/dosage __________________________________________________________________________________
Allergies __________________________________________________________________________________
FAMILY INFORMATION - PARENTS/CHILDREN
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Parent Child
Name __________________________________________________________________________________
Home/cell phone __________________________________________________________________________________
Work/school phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Date of birth __________________________________________________________________________________
Primary care physician __________________________________________________________________________________
Phone __________________________________________________________________________________
Health insurance Plan name & ID number __________________________________________________________________________________
Medications/dosage __________________________________________________________________________________
Allergies __________________________________________________________________________________
Parent Child
Name __________________________________________________________________________________
Home/cell phone __________________________________________________________________________________
Work/school phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Date of birth __________________________________________________________________________________
Primary care physician __________________________________________________________________________________
Phone __________________________________________________________________________________
Health insurance Plan name & ID number __________________________________________________________________________________
Medications/dosage __________________________________________________________________________________
Allergies __________________________________________________________________________________14
FAMILY INFORMATION - PARENTS/CHILDREN (CONT)
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Parent Child
Name __________________________________________________________________________________
Home/cell phone __________________________________________________________________________________
Work/school phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Date of birth __________________________________________________________________________________
Primary care physician __________________________________________________________________________________
Phone __________________________________________________________________________________
Health insurance Plan name & ID number __________________________________________________________________________________
Medications/dosage __________________________________________________________________________________
Allergies __________________________________________________________________________________
Parent Child
Name __________________________________________________________________________________
Home/cell phone __________________________________________________________________________________
Work/school phone __________________________________________________________________________________
Street address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Date of birth __________________________________________________________________________________
Primary care physician __________________________________________________________________________________
Phone __________________________________________________________________________________
Health insurance Plan name & ID number __________________________________________________________________________________
Medications/dosage __________________________________________________________________________________
Allergies __________________________________________________________________________________
FAMILY INFORMATION - PARENTS/CHILDREN (CONT)
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Name __________________________________________________________________________________
Type __________________________________________________________________________________
Veterinarian __________________________________________________________________________________
Phone __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Name __________________________________________________________________________________
Type __________________________________________________________________________________
Veterinarian __________________________________________________________________________________
Phone __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Name __________________________________________________________________________________
Type __________________________________________________________________________________
Veterinarian __________________________________________________________________________________
Phone __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Kennel __________________________________________________________________________________
Phone __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
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FAMILY INFORMATION - PETS
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ATTORNEY
Name/firm name __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
TAX PREPARER/CPA
Name/firm name __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
INSURANCE AGENT
Name/company name __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
Homeowners policy number __________________________________________________________________________________
Auto policy number __________________________________________________________________________________
Umbrella policy number __________________________________________________________________________________
Other __________________________________________________________________________________
Other __________________________________________________________________________________
Other __________________________________________________________________________________
Other __________________________________________________________________________________
BUSINESS CONTACTS
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FINANCIAL ADVISOR
Name/company name __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
EXECUTOR
Name/company name __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
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BUSINESS CONTACTS (CONT)
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Mortgage holder __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
Account number __________________________________________________________________________________
Interest rate __________________________________________________________________________________
Second mortgage holder __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
Account number __________________________________________________________________________________
Interest rate __________________________________________________________________________________
Home equity loan holder __________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Address
City/State/ZIP
Phone
Account number
Interest rate
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
LOANS AND CREDIT
Car loan holder
Address
City/State/ZIP
Phone
Account number
Interest rate
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Credit card __________________________________________________________________________________
Phone __________________________________________________________________________________
Account number __________________________________________________________________________________
Credit card __________________________________________________________________________________
Phone __________________________________________________________________________________
Account number __________________________________________________________________________________
Credit card __________________________________________________________________________________
Phone __________________________________________________________________________________
Account number __________________________________________________________________________________
Credit card __________________________________________________________________________________
Phone __________________________________________________________________________________
Account number __________________________________________________________________________________
Credit card __________________________________________________________________________________
Phone __________________________________________________________________________________
Account number __________________________________________________________________________________
Credit card __________________________________________________________________________________
Phone __________________________________________________________________________________
Account number __________________________________________________________________________________
Credit card __________________________________________________________________________________
Phone __________________________________________________________________________________
Account number __________________________________________________________________________________
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LOANS AND CREDIT (CONT)
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Website address (URL)
___________________________________________________
Username
___________________________________________________
Password
___________________________________________________
Website address (URL)
___________________________________________________
Username
___________________________________________________
Password
___________________________________________________
Website address (URL)
___________________________________________________
Username
___________________________________________________
Password
___________________________________________________
Website address (URL)
___________________________________________________
Username
___________________________________________________
Password
___________________________________________________
Website address (URL)
___________________________________________________
Username
___________________________________________________
Password
___________________________________________________
Website address (URL)
___________________________________________________
Username
___________________________________________________
Password
___________________________________________________
Website address (URL)
___________________________________________________
Username
___________________________________________________
Password
___________________________________________________
Website address (URL)
___________________________________________________
Username
___________________________________________________
Password
___________________________________________________
ONLINE ACCOUNTS
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Please specify the location(s) where you keep your documents (e.g., home, office, safe, or safety deposit box). For each item under Document Location on the next page, check the letter that corresponds to the location entered on this page.
LOCATION A: __________________________________________________________________________________________
LOCATION B: __________________________________________________________________________________________
LOCATION C: __________________________________________________________________________________________
LOCATION D: __________________________________________________________________________________________
LOCATION E: __________________________________________________________________________________________
LOCATION F: __________________________________________________________________________________________
LOCATION G: __________________________________________________________________________________________
LOCATION KEY
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FAMILY RECORDS LOCATION
A B C D E F G
Will
Durable power of attorney
Healthcare directives
Letter of instruction
Trust agreements
Birth certificate
Social Security card
Other
LEGAL DOCUMENTS LOCATION
A B C D E F G
Marriage certificate
Military papers
Adoption papers
Divorce/separation papers
Proof of citizenship
Passport
Other
DEED/TITLES/REGISTRATIONS LOCATION
A B C D E F G
Vehicle titles
Home inventory
Deeds/property
Title insurance
Safety deposit box/keys
Important keys
Other
DOCUMENT LOCATI0N
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BANKING/INVESTMENT RECORDS LOCATION
A B C D E F G
Bank Account Records
Checking
Savings
Certificates of deposit (CDs)
Other (describe)
Mortgage and loan papers
Investment Papers
Stocks
Bonds
Mutual funds
Other
INSURANCE POLICIES LOCATION
A B C D E F G
Home and vehicles
Property and casualty
Life
Health
Burial
Life insurance claims
Other
BUSINESS PAPERS LOCATION
A B C D E F G
Incorporation papers
Trademarks
Patents
Warranties
Contracts
Other
DOCUMENT LOCATI0N (CONT)
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RETIREMENT ACCOUNT PAPERS LOCATION
A B C D E F G
401(k)
IRA(s)
403(b)
Pension
Deferred compensation
Other
PERSONAL BELONGINGS LOCATION
A B C D E F G
Jewelry
Appraisals
Antiques/Art
Cash
Tax returns
Other
FUNERAL INSTRUCTIONS LOCATION
A B C D E F G
Cemetery plot deed
Burial instructions
Other
DOCUMENT LOCATI0N (CONT)
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Firm name __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
Accounts __________________________________________________________________________________
__________________________________________________________________________________
Firm name __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
Accounts __________________________________________________________________________________
__________________________________________________________________________________
Firm name __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
Accounts __________________________________________________________________________________
__________________________________________________________________________________
Firm name __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
Accounts __________________________________________________________________________________
__________________________________________________________________________________
FINANCIAL INSTITUTIONS
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Object description __________________________________________________________________________________
Person holding them __________________________________________________________________________________
Object description __________________________________________________________________________________
Person holding them __________________________________________________________________________________
Object description __________________________________________________________________________________
Person holding them __________________________________________________________________________________
Object description __________________________________________________________________________________
Person holding them __________________________________________________________________________________
Object description __________________________________________________________________________________
Person holding them __________________________________________________________________________________
Object description __________________________________________________________________________________
Person holding them __________________________________________________________________________________
Object description __________________________________________________________________________________
Person holding them __________________________________________________________________________________
Object description __________________________________________________________________________________
Person holding them __________________________________________________________________________________
Object description __________________________________________________________________________________
Person holding them __________________________________________________________________________________
Object description __________________________________________________________________________________
Person holding them __________________________________________________________________________________
ASSETS
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MONEY OWED TO ME/US
Name __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
Amount __________________________________________________________________________________
Document location __________________________________________________________________________________
Name __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
Amount __________________________________________________________________________________
Document location __________________________________________________________________________________
Name __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
Amount __________________________________________________________________________________
Document location __________________________________________________________________________________
Name __________________________________________________________________________________
Address __________________________________________________________________________________
City/State/ZIP __________________________________________________________________________________
Phone __________________________________________________________________________________
Amount __________________________________________________________________________________
Document location __________________________________________________________________________________
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Transamerica and its agents and representatives do not provide tax or legal advice. This material is for informational purposes and should not be construed as legal or tax advice. For legal or tax advice concerning your situation, please consult your attorney or professional tax advisor.
111994R2© 2020 Transamerica Retirement Solutions, LLC 07/20
When it comes to preparing for their future, there’s no time like the present.
Let’s get started today.
Visit: transamerica.com
Contact: 800-755-5801
http://transamerica.com
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number 7: Plan name and ID number 8: Plan name and ID number 9: Plan name and ID number 10: Plan name and ID number 11: Plan name and ID number 12: Plan name and ID number 13: 1_13: 2_14: 3_11: 4_8: 5_3: 6_3: 7_2: Social Security number: Military service number 1: Military service number 2: PERSONAL INFORMATION SPOUSEPARTNER 1: PERSONAL INFORMATION SPOUSEPARTNER 2: PERSONAL INFORMATION SPOUSEPARTNER 3: PERSONAL INFORMATION SPOUSEPARTNER 4: PERSONAL INFORMATION SPOUSEPARTNER 5: PERSONAL INFORMATION SPOUSEPARTNER 6: PERSONAL INFORMATION SPOUSEPARTNER 7: 1_14: 2_15: Plan name and ID number 1_2: Plan name and ID number 2_2: Plan name and ID number 3_2: Plan name and ID number 4_2: Plan name and ID number 5_2: Plan name and ID number 6_2: Plan name and ID number 7_2: Plan name and ID number 8_2: Plan name and ID number 9_2: Plan name and ID number 10_2: Plan name and ID number 11_2: Plan name and ID number 12_2: 1_15: 2_16: 3_12: 4_9: 5_4: 6_4: 7_3: Social Security number_2: Military service number 1_2: Military service number 2_2: EMERGENCY CONTACTS: 1_16: 2_17: 3_13: 4_10: 5_5: 6_5: 1_17: 2_18: 3_14: 4_11: 5_6: 6_6: 7_4: 1_18: 2_19: 3_15: 4_12: 5_7: 6_7: 7_5: EMERGENCY CONTACTS CONT: 1_19: 2_20: 3_16: 4_13: 5_8: 6_8: 1_20: 2_21: 3_17: 4_14: 5_9: 6_9: 7_6: 1_21: 2_22: 3_18: 4_15: 5_10: 6_10: 7_7: undefined_7: Homecell phone: Workschool phone 1: Workschool phone 2: Workschool phone 3: Workschool phone 4: Primary care physician 1: Primary care physician 2: Plan name ID number: Medicationsdosage 1: Medicationsdosage 2: undefined_8: Homecell phone_2: Workschool phone 1_2: Workschool phone 2_2: Workschool phone 3_2: Workschool phone 4_2: Primary care physician 1_2: Primary care physician 2_2: Plan name ID number_2: Medicationsdosage 1_2: Medicationsdosage 2_2: undefined_9: Homecell phone_3: Workschool phone 1_3: Workschool phone 2_3: Workschool phone 3_3: Workschool phone 4_3: Primary care physician 1_3: Primary care physician 2_3: Plan name ID number_3: 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holder 4: Account number 1: Account number 2: Second mortgage holder 1: Second mortgage holder 2: Second mortgage holder 3: Second mortgage holder 4: Account number 1_2: Account number 2_2: Home equity loan holder 1: Home equity loan holder 2: Home equity loan holder 3: Home equity loan holder 4: Home equity loan holder 5: Home equity loan holder 6: 1_27: 2_28: 3_24: 4_21: 5_14: 6_13: LOANS AND CREDIT CONT: 1_28: 2_29: 1_29: 2_30: 3_25: 1_30: 2_31: 3_26: 1_31: 2_32: 3_27: 1_32: 2_33: 3_28: 1_33: 2_34: 3_29: 1_34: 2_35: 3_30: Website address URL: Website address URL_2: Username: Username_2: Password: Password_2: Website address URL_3: Website address URL_4: Username_3: Username_4: Password_3: Password_4: Website address URL_5: Website address URL_6: Username_5: Username_6: Password_5: Password_6: Website address URL_7: Website address URL_8: Username_7: Username_8: Password_7: Password_8: LOCATION A: LOCATION B: LOCATION C: LOCATION D: LOCATION E: LOCATION F: LOCATION G: FINANCIAL 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Namecompany name 4_2: Namecompany name 1_3: Namecompany name 2_3: Namecompany name 3_3: Namecompany name 4_3: Check Box153: OffCheck Box160: OffCheck Box168: OffCheck Box175: OffCheck Box183: OffCheck Box190: OffCheck Box197: OffCheck Box204: OffCheck Box217: OffCheck Box218: OffCheck Box225: OffCheck Box231: OffCheck Box236: OffCheck Box243: OffCheck Box256: OffCheck Box263: OffCheck Box279: OffCheck Box285: OffCheck Box293: OffCheck Box300: gCheck Box222: OffCheck Box307: OffCheck Box314: OffCheck Box321: OffCheck Box328: OffCheck Box338: OffCheck Box346: OffCheck Box353: OffCheck Box360: OffCheck Box367: OffCheck Box374: OffCheck Box380: OffCheck Box386: OffCheck Box393: OffCheck Box400: OffCheck Box407: OffCheck Box1: OffCheck Box2: OffCheck Box3: OffCheck Box4: OffCheck Box5: OffCheck Box6: OffCheck Box7: OffCheck Box8: OffCheck Box9: OffCheck Box10: OffCheck Box11: OffCheck Box12: OffCheck13: OffCheck Box14: OffCheck Box15: OffCheck16: OffCheck Box17: OffCheck Box18: OffCheck 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