What My Family Should KnowREADY REFERENCE: Mobile / Phone (Self) : . Name Office Residence Mobile / address address Contact number A Family Doctor B Specialist Doctor (if any) C Tax Consultant D Insurance Agent E Stock Broker DOCUMENTS DETAILS: Number Expiry date A Passport B Driving license C Credit Cards / ATM Cards D Club Membership Professional Others E Vehicle Details F Income Tax PAN No. G Aadhar Card A. Personal Will B. Spouse’s Will C. Insurance Policies Through Mr. Date of last payment Date of Maturity Sr. Birth Certificate G./Previous Amt. Domicile Certificate I. Papers E. Name/ Policy No. Date of last payment Date of Maturity 3 Nominee. Other Important Papers Insurance . Through Mr. Policy Policy No.D. Invest. Date/Maturi ty Date 1 Floater Policy . Issue Table Premium No. Property Records F. Date of last payment Date of Maturity 2 Nominee. Name & Type of Policy No. Nominee Office Insured Date/Maturi ty & Term Date 1 Nominee. Through Mr. Marriage Certificate H.LIC Policy Details Sr./Issuing Amt. Insured Issue Premium Remarks No. Important Agreements J. Chassis No. Issue Premium Remarks No. No.Agent Name & Mobile No. Engine No. Issue Risks Premium No. 2 3 FIRE / BURGLARY INSURANCE DETAIL: Sr.) Date 1 2 BANK ACCOUNTS: Bank Name Branch Type of Operating Nominee/s Specimen Account Instructions Signature . Valid till Model Name & No./ Amt. Property / Nominee Issuing Office Insured Date/Maturi ty covered (Rs. Office Insured Date/Maturi ty Date 1 Reg.2 Vehicle Insurance Policy Details Sr. CC- Nominee. Mfg Yr. Name of the Policy No./Issuing Amt. Name/Vehicle Policy No. FIXED DEPOSIT / RECURRING DEPOSIT / COMPANY DEPOSIT: Bank / Type of FDR No. Due Op. Date Fvg. Due Op. Branch / RD) . Date of Fvg. Inst. of (Rs.) Date Inst. Amt.) Date Name & (SDR / FDR Branch / RD) FIXED DEPOSIT / RECURRING DEPOSIT / COMPANY DEPOSIT: Bank / Type of FDR No. Nominee/s Company Dep. (Rs. Dep. Nominee/s Company Dep. Amt. Name & (SDR / FDR Dep. Demat Bank Demat Held Singly Shares No. details Statement / Jointly location .Company No. of Demat A/c. Name of (Rs. / Bank & ATM / Debit Issue Valid CVV No.LOCKERS Bank Locker In the Code Rent Rent Nominee Contents Name & No. Maturity Date Nominee/s Branch Pension A/c. No. No. PPF A/c. Remarks No. Order No. No. Date Thru 1 2 3 4 .) Renewal Branch Date Bank Name & Fvg. Name SB A/c. 1 Sr. Branch Card No. ATM / Debit Card Details Bank Name Type of Account Operating Pension Nominee/s Due Date for Signa & Branch & Instructions Payment Live Certificate ture Pension A/c. Thru No. Name Driving License No. Name Passport No. Card No. 1 2 Gas Pipe Line Details Sr. Name House Details Meter Consumer Deposit Remarks No. 1 Driving License Details Sr. Name House Details Consumer IOC Deposit Remarks No. Deposit Rs./Issue Dt. Serial No. Rs. No. Name Bank’s Name ATM / Credit Valid From Valid CVV Remarks / No. 1 2 3 4 Sr. T-Pin 1 2 3 4 5 PANCARD Details Sr. No.5 6 7 Credit Card Details Sr. Authority Details Electricity Details Sr. Rs. Name House Details Phone Customer Deposit Remarks No. Issue Valid Details / Valid Till Remarks / Blood No. Issue Dt. Band Wi FI Rs. Name Father’s/ Husband Name PANCARD Contact Details No. No. Remarks No. No. 1 BSNL Land Line Details Sr. / Licencing Date/CDOI Valid From Group Authority 1 . ID/Account LL/ Broad No. No/Route No No/Khata No. 1 Gas Cylinder Agency Service Details - Sr. Name House Details Meter Customer No. Expiry Date Issuing Previous Passport No. Amt. Name Father’s/Husband’s Identity Card No. 1 2 3 4 Election Identity Card . O/s. No. and of House No. Name Aadhar Card No.2 3 4 Ration Card Details Sr. No. (PIN) 1 2 INCOME TAX Permanent Account Ward No. / Share any Card Tax (Rs. Name 1 2 3 4 HOUSE PROPERTY: Property How acquired Registration Nominee if Property House Next Due Ins. Issue Date No. Place of of: Detail: Loan & Due Docs. Name House Details Census No. Property Constructi Remarks No. Mtrs.) Date Policy covered Bank Name & standing Loan) Certificate No.Details Sr. Identifica on Sq. Name Ration Card No. Amt. tion No. Amt. Branch / in the name Bank Loan No. Address . House Tax Details: Sr. and Office Last Return Filed File No. Date Inst./ Issue Date Remarks No. Enrollment No. Risk/s Mortgage with Detail & (Inherited / No./Issuing Authority Issue Date Remarks 1 2 3 4 Sr.. valid upto Tax Amt. Certified Management Trainer of AIMA & National Open College Network (NOCN) a leading UK awarding & assessment organization and Accredited Management Teacher. New Delhi.WILL: My will is executed on :_ Copy of the will is kept at: POWER OF ATTORNEY : ! Power of Attorney executed for Wife/Son/Others ! My Power of Attorney is ! Deed Executed on: ! Details kept in File No.Gandhinagar. R K Chopra. Gandhinagar by Shri R.K. MY DEBT / LIABILITIES : (a) I am guarantor of Mr. Bank Of Baroda -Apex Training Centre. . Give complete details: 1 2 (b) I have borrowed from : (Give compete details) (c) Other Liabilities Compiled by : Mr. & Forwarded to : LIC Customerzone.Chopra. All India Management Association (AIMA). Remarks . Remarks pecimen gnature . Nominee/s Specimen Loan Signature / OD avail ed Nominee/s Specimen Loan Signature / OD avail ed . . Contents nee/s Signa ture Remarks . Remarks / T-Pin tact Details ious Passport ails Remarks Remarks Remarks Remarks Remarks / Blood Group . Remarks Mortgage with Bank Name & Branch / Place of Docs. Remarks .