Star One Credit Union
Planning Ahead
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Personal Contact Information

Create a list of important contacts for your family members and/or beneficiaries. You may want to include the following on your list. See below for instructions on how to save this table into Microsoft Word so that you may save and edit your information for future use.

Personal Representative
Name: Address1:
Phone:(     ) Address 2:
Cell Phone:(     ) E-mail:
Work Phone:(     ) Date Updated:
Pastor/Minister/Priest Employer
Name: Name:
Parish: Company Name:
Phone:(     ) Phone:(     )
E-mail: E-mail:
Date Updated: Date Updated:
Physician Physician
Name: Name:
Specialty: Specialty:
Hospital: Hospital:
Phone:(     ) Phone:(     )
E-mail: E-mail:
Date Updated: Date Updated:

 

Financial Professionals. Include your Financial Planner, Estate Attorney, or Tax Consultant
Name: Name:
Company/Title: Company/Title:
Phone:(     ) Phone:(     )
E-mail: E-mail:
Date Updated: Date Updated:
Name: Name:
Company/Title: Company/Title:
Phone:(     ) Phone:(     )
E-mail: E-mail:
Date Updated: Date Updated:
Financial Institutions. Include location, account numbers, type and ownership, and safe deposit box key.
Name: Name:
Location: Location:
Account Number: Account Number:
Type & Ownership: Type & Ownership:
Automatic Debits: Automatic Debits:
Direct Deposits: Direct Deposits:
Safe Deposit Box: Safe Deposit Box:
Date Updated: Date Updated:
Name: Name:
Location: Location:
Account Number: Account Number:
Type & Ownership: Type & Ownership:
Automatic Debits: Automatic Debits:
Direct Deposits: Direct Deposits:
Safe Deposit Box: Safe Deposit Box:
Date Updated: Date Updated:

OTHER TASKS

Insurance Policies
Include policy numbers.
 
Health:  
Life:  
Auto:  
Home:  
Disability:  
Long Term Care:  
Important Document Locations On File at:
Power of Attorney:  
Health Care Directive:  
Other:  
Other:  
Emergency Contacts  
Name: Address1:
Phone:(     ) Address 2:
Cell Phone:(     ) E-mail:
Work Phone:(     ) Date Updated:
Name: Address1:
Phone:(     ) Address 2:
Cell Phone:(     ) E-mail:
Work Phone:(     ) Date Updated:
Name: Address1:
Phone:(     ) Address 2:
Cell Phone:(     ) E-mail:
Work Phone:(     ) Date Updated:

How to save a table into Microsoft Word:

Place your cursor slightly above the table and click down on your mouse button. Drag your mouse down until the entire table is highlighted. Let go of the mouse button. Next, click "Edit" on your browser toolbar, and then choose "Copy". Open your Microsoft Word program, click "File" on the toolbar, and then "New..." to open a new Word file. Next, choose "Edit" from you toolbar and then choose "Paste". You should be able to see the table as it appeared in your browser.

To add rows or columns in Microsoft Word: Place your cursor in a cell beside where you would like to add a row or column. Click once anywhere in the cell. Then click "Table" on the toolbar, and then choose "Insert" to add rows or columns, and then choose where you want them added.

To delete rows or columns, place your cursor in the cell of a row or column you would like to delete and click once anywhere in the cell. Click "Table" on the toolbar, choose "Delete", and then choose "Columns" or "Rows".

Note: The planning tips and guidelines on these pages are not intended as legal advice, nor to be construed as legal advice. For any legal or tax issues related to your personal situation, you should consult a qualified legal professional or tax advisor

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