Organization is important to making health and life decisions easier. Organization is especially important when you are a caregiving to someone else. Being able to easily locate your important health and estate planning documents is critical during a crisis or when evaluating alternative options. The Pope Institute Retirement Life by Design™ – Living Well Toolkit Retirement Planning Portfolio will help you easily file, locate, and stay abreast of changes to essential life planning documents. Checkmark each tool of the retirement planning portfolio as you acquire it.
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Basic Life Event Documents
□ Birth Certificates (state certified and photocopy)
□ Marriage Certificates
□ Certificates of Separation
□ Death Certificates
Health/Medical Insurance
□ Life Insurance Policies
□ Long-Term Care Insurance Policies
□ Medicare Insurance Card
□ Secondary/Supplemental Insurance Policies & Cards
Financial/Investment Instruments
Retirement Accounts
□ IRAs
□ 401k/403b
□ Municipal retirement funds
Unresolved rollovers
□ Company name and number
□ Fund manage name and number
□ Account statement
□ Account number
□ Fund Amount
Unsecured Cash
□ Location
Other Sources of Income
□ Military
□ Social Security / Disability Payments
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