Fiscal Fitness

1
Fiscal Fitness

• Presented by
• Dr. AA Neidermeyer

2
Emergency Files To Be Collected

• Bank Account Numbers
• Investment Account Numbers
• Certificates of
• Birth
• Marriage
• Divorce
• Death

3
Emergency File Documentation

• Identification
• Passport
• Copy of Drivers License
• Employee ID
• Title of Ownership
• Property
• Vehicle(s)

4
Emergency File Documentation

• Insurance Policy s
• Home
• Auto
• Life
• Medical
• Liability
• Credit Card Information
• Account numbers
• Company telephone numbers

5
Emergency File Documentation

• Tax Returns for last three years
• Social Security Card(s)
• Estate Planning Documents
• POAs
• Wills
• Letter of Instruction

6
Emergency File Documentation

• Household Inventory listing
• Safe deposit box key
• Contact telephone numbers
• Emergency
• Immunization records