WHAT TO DO WHEN I AM GONE BOOKLET · WHAT TO DO WHEN I AM GONE BOOKLET Author: Julie Hayes Created...
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INSURANCE INFORMATION Life Insurance Name of Insured_________________________________ Face Amt ____________________ Name of Company ______________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Beneficiary _______________________________ Policy # _____________________ Location of Policy/Statement(s) _______________________ Enclosed in Binder (Most Recent) (if not enclosed in binder) Name of Insured ________________________________ Face Amt ____________________ Name of Company ______________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Beneficiary ________________________________ Policy # ____________________ Location of Policy/Statement(s)________________________ Enclosed in Binder (Most Recent) (if not enclosed in binder) Insurance Information
Transcript of WHAT TO DO WHEN I AM GONE BOOKLET · WHAT TO DO WHEN I AM GONE BOOKLET Author: Julie Hayes Created...
INSURANCE INFORMATION
Life Insurance
Name of Insured_________________________________ Face Amt ____________________ Name of Company ______________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Beneficiary _______________________________ Policy # _____________________
Location of Policy/Statement(s) _______________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
Name of Insured ________________________________ Face Amt ____________________
Name of Company ______________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Beneficiary ________________________________ Policy # ____________________
Location of Policy/Statement(s)________________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
Insurance Information
Insurance Information
Name of Insured ________________________________ Face Amt ___________________
Name of Company_______________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Beneficiary ________________________________ Policy # ____________________
Location of Policy/Statement(s) _______________________ Enclosed in Binder (Most Recent) (if not enclosed in binder) Name of Insured ________________________________ Face Amt ___________________
Name of Company_______________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Beneficiary _______________________________ Policy # _____________________
Location of Policy/Statement(s)________________________ Enclosed in Binder (Most Recent) (if not enclosed in binder) Name of Insured ________________________________ Face Amt ___________________
Name of Company ______________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Beneficiary ______________________________ Policy # _____________________
Location of Policy/Statement(s) _______________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
Homeowner’s Insurance
Property Insured_________________________________________________________________ Street Address City State Zip
Name of Company _____________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Name Policy is Under______________________________ Policy # ______________
Location of Policy/Statement(s)______________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
Property Insured_________________________________________________________________ Street Address City State Zip
Name of Company _____________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Name Policy is Under _____________________________ Policy # _______________
Location of Policy/Statement(s)______________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
Insurance Information
Property Insured_________________________________________________________________ Street Address City State Zip
Name of Company ______________________________________________________ Name of Agent _______________________________________________________ Phone _____________________________ Name Policy is Under ______________________________ Policy # ______________
Location of Policy/Statement(s) _____________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
Liability Insurance
Name of Company ______________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Name Policy is Under ______________________________ Policy # ______________
Location of Policy/Statement(s) _____________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
Insurance Information
Auto Insurance
Vehicle(s) Covered _______________________________________________________________
Name of Company ______________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Name Policy is Under _____________________________ Policy # _______________
Location of Policy/Statement(s)________________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
Vehicle(s) Covered ______________________________________________________________ Name of Company ______________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Name Policy is Under ______________________________ Policy # _______________
Location of Policy/Statement(s) _______________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
Insurance Information
Medical Insurance
MAJOR MEDICAL INSURANCE
Name of Company ______________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Name Policy is Under ______________________________ Policy # ______________
Location of Policy/Statement(s)______________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
MEDICARE SUPPLEMENT MEDICAL INSURANCE
Name of Company ______________________________________________________ Name of Agent _________________________________________________________ Phone _____________________________ Name Policy is Under______________________________ Policy # _______________
Location of Policy/Statement(s) _____________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
Insurance Information
Insurance Information
DENTAL INSURANCE Name of Company _______________________________________________________ Name of Agent _________________________________________________________ Phone ____________________________ Name Policy is Under _____________________________ Policy # _______________
Location of Policy/Statement(s) _____________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
VISION INSURANCE
Name of Company ______________________________________________________ Name of Agent _________________________________________________________ Phone ____________________________ Name Policy is Under _____________________________ Policy # _______________
Location of Policy/Statement(s) _____________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
LONG TERM CARE INSURANCE Name of Company _______________________________________________________ Name of Agent _________________________________________________________ Phone ____________________________ Name Policy is Under _____________________________ Policy # _______________
Location of Policy/Statement(s) _____________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
Miscellaneous Insurance
Boat Mortgage Renter’s Condo Other _______________
Name of Company _______________________________________________________ Name of Agent ________________________________________________________ Phone ____________________________ Name Policy is Under ______________________________ Policy # _______________
Location of Policy/Statement(s) _____________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
Boat Mortgage Renter’s Condo Other _______________
Name of Company _______________________________________________________ Name of Agent _________________________________________________________ Phone ____________________________ Name Policy is Under______________________________ Policy # _______________
Location of Policy/Statement(s) ______________________ Enclosed in Binder (Most Recent) (if not enclosed in binder)
Insurance Information
