Financial Documentation

1)Is your family aware of enough financial information?
2)Make the essential financial information available to your family, without any hassle.

How can you keep your Financial Life clean and organized?

1) Collect & Organize your Financial Documentations

All Below documents, need to be organized. & Stored in below 

1) Original Files -- (Update if any new doc comes)
2) Duplicate File -- Xerox Versions (Update Yearly once)
3) Online Versions -- Scanned Version of all documents (Zip and email to you & spouse)

Documents List

Bank Documents

a) Bank A/C Details (FD/RD, Cheques details) & Locker details (If any)
b) Passwords (ATM, internet banking)

Insurance Papers 

a) Life Insurance (Policy & Premium Receipts)
b) Health Insurance (Policy, Cards & Premium Receipts)
c)Insurance Agent/Advisor Contact Info

Investment Details

a) EPF/PPF (Passbook/Acknowledgement)
b) Mutual Fund /Stock Investment details & Demant A/c details
c) Copy of Will
d) Other Saving/Investment details (if any)

Loan Papers

a) Deed papers + Agreements/Papers (Home Loan /Car Loan /Education Loan /Other loans etc.)
b) Insurance papers for home loan /other (if any)
c) Credit card Bill /details

Tax Documents -- ITR Acknowledgements & other tax related docs (if any)
Other Imp Documents -- Bill Docs (Phone, Internet, Electricity, other if any)

2) Create your Financial Information Vault (Read more here )

Information Vault (Sample & Editable ) Click to Download here