========================================================================================== ======================== PERSONAL INFORMATION DIRECTORY ======================== ========================================================================================== ===== VITAL STATISTICS AND HISTORICAL INFORMATION ===== Full Name: Phone: Address: City: State: Zip: County: Birth date: Birthplace: In city since: In county since: In state since: []Single []Married []Widowed []Divorced Social Security #: Union Local: Local #: Employed By (or retired from): Job Title: Father's Name: Living: []Yes []No Birthplace: Mother's Maiden Name: Living: []Yes []No Birthplace: ========================================================================================== ===== SPOUSE INFORMATION ===== Full Name: Living: []Yes []No Date of Death: Social Security #: Birth date: Birthplace... City: State: Zip: ========================================================================================== ===== VETERANS INFORMATION ===== Branch of service: Name of war: Rank and rate at discharge: Service number: VA claim number: Place of enlistment: Place of discharge: Enlistment dates: to Location of discharge papers: in home: other: ========================================================================================== ===== PEOPLE TO NOTIFY ===== In the event of an emergency, please notify the following people to assist in any further arrangements. (relatives, friends, neighbors, coworkers, supervisor) Name: Relationship: Phone: Address: City: State: Zip: Name: Relationship: Phone: Address: City: State: Zip: Name: Relationship: Phone: Address: City: State: Zip: Name: Relationship: Phone: Address: City: State: Zip: ========================================================================================== ===== PERSON IN CHARGE OF FINAL ARRANGEMENTS ===== Name: Relationship: Phone: Address: City: State: Zip: ========================================================================================== ===== LAST WILL AND TESTAMENT ===== I have prepared a will: []Yes []No I have prepared a Living Trust: []Yes []No I have prepared a living will: []Yes []No Who has copies of any of the above documents? []my attorney []my executor []other: Where are these documents located in my house: My attorney is: Phone: Address: City: State: Zip: Executor/Executrix: Relationship: Phone: Address: City: State: Zip: ========================================================================================== =====INSURANCE INFORMATION ===== LIFE INSURANCE: Company Name: Policy #: Phone: ACCIDENT INSURANCE (if separate from Life Insurance): Company Name: Policy #: Phone: HEALTH INSURANCE: MAJOR MEDICAL: Company Name: Policy #: Phone: LONG-TERM/NURSING-HOME CARE: Company Name: Policy #: Phone: HOME OWNER INSURANCE: Company Name: Policy #: Phone: HOME PAYOFF INSURANCE (in event of death): Company Name: Policy #: Phone: CAR INSURANCE: Company Name: Policy #: Phone: BUSINESS INSURANCE: Company Name: Policy #: Phone: ========================================================================================== =====CHECKING, SAVINGS, & INVESTMENTS INFORMATION ===== Name of fiancial institution: Phone: Address: City: State: Zip: Checking account number(s): Savings account number(s): IRA account number(s): Name of financial institution: Phone: Address: City: State: Zip: Checking account number(s): Savings account number(s): IRA account number(s): Name of financial institution: Phone: Address: City: State: Zip: Checking account number(s): Savings account number(s): IRA account number(s): Name of financial institution: Phone: Address: City: State: Zip: Checking account number(s): Savings account number(s): IRA account number(s): ========================================================================================== ===== CREDIT CARD INFORMATION ===== Credit card name: Phone: Address: City: State: Zip: Account number: Credit card name: Phone: Address: City: State: Zip: Account number: Credit card name: Phone: Address: City: State: Zip: Account number: Credit card name: Phone: Address: City: State: Zip: Account number: ========================================================================================== ===== UTILITIES COMPANY INFORMATION ===== Phone company name: Phone: Address: City: State: Zip: Account number: Gas company name: Phone: Address: City: State: Zip: Account number: Electric company name: Phone: Address: City: State: Zip: Account number: Water company name: Phone: Address: City: State: Zip: Account number: Sewer company name: Phone: Address: City: State: Zip: Account number: ========================================================================================== ===== SERVICE COMPANY INFORMATION ===== Garbage Disposal company: Phone: Address: City: State: Zip: Account number: Internet Service company: Phone: Address: City: State: Zip: Account number: Cable TV company name: Phone: Address: City: State: Zip: Account number: Newspaper delivery person: Phone: Address: City: State: Zip: Account number: ========================================================================================== ===== HOME OWNER INFORMATION ===== Location of copy of deed, survey, & title insurance: Mortgage company: Phone: Address: City: State: Zip: Account number: Who pays property tax? []You []Mortgage company Who pays sewer bill?: []You []Mortgage company ========================================================================================== ===== SAFE DEPOSIT BOX ===== Name of bank: Phone: Address: City: State: Zip: Name of people who have keys: Phone: Name of bank: Phone: Address: City: State: Zip: Name of people who have keys: Phone: ========================================================================================== =====FUNERAL SERVICE INSTRUCTIONS ===== Funeral Home: Phone: Address: City: State: Zip: Chapel: Phone: Address: City: State: Zip: Church Denomination: Minister: Phone: Address: City: State: Zip: Mass: []Yes []No Place of Service: []Funeral Home []In Church []Graveside I Prefer: []Earth Burial []Mausoleum []Cremation My choice of cemetery is: I Have Purchased Lots:[]Yes []No If interment is to be elsewhere: Ship To ________________________________ Funeral Home Phone: Address: City: State: Zip: Glasses:[]Yes []No Rosary:[]Yes []No Jewelry: []Yes []No Clothing: []My Own []New Special Instructions: Counselor: ========================================================================================== Signature: Date: Witness #1: Date: Witness #2: Date: