Important Documents and Information

Utilities
Service Company Phone Number Account Number
Water
Gas
Electric
Other
Other
Home Insurance
Address Company Phone Policy Number
Item Insurance This field is all items covered under insurance,Vehicles,Boats, RVs, Recreational Vehicles, Etc. Does not include Health or Home
Type (Vehicle, Boat, Etc.) Company Phone Policy Number
Health Insurance
Type Company Phone Policy Number
Banking Info
Service Phone Routing Number Account Number
Organize the following essential documents, make copies and add them to this document.
-Birth Certificates
-Medical Records
-Social Security Cards
-Prescriptions and Medication Lists
-Insurance Policies (Home, Auto, Health)
-Financial Information (Bank Account Numbers)
-Utility Account and Phone Numbers
-Household Inventory List
-Proof of property ownership
Bank Account Info