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Complete this form as thoroughly as you can. If you encounter a term or a section you don’t quite understand, jot it down and work with a trusted advisor or family member to address it and track down the information applicable to you.  \n1. You have the option to:  \nn Print out this form, handwrite the information, and then secure it in a safe place or  \nn Type your information directly into the form and save it in a secure physical or electronic location.  \n2. Make sure you keep this form up to date and review it annually.  \n3. Tell your family about this valuable record of information, and make sure they know where it is and how to access it when the time comes.  \n4. Keep the completed form in a secure yet accessible location. This will make it more convenient for you to update and easier for your family to find. As always, we recommend you avoid sending personal data via email, especially when unsecured or unencrypted.  \n© 2025 T. Rowe Price. All Rights Reserved. T. Rowe Price, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/or apart, trademarks of T. Rowe Price Group, Inc.  \nT. Rowe Price Investment Services, Inc.  \nFamily records worksheet  \nAsset inventory and personal information  \nThis record was last reviewed or revised by me,   , on  .  \n(name) (date)  \nPersonal information  \nFull name at present:    \n(first) (middle) (maiden) (last)  \nAddress (primary residence):    \n____________________________________________________________________________________________________  \nHome phone:   Cellphone:   Email:   Address (secondary residence):    \n  Phone:    \nBirth date:   Social Security number:  _ Place of birth (city, county, state, country):   I am a citizen of:   by birth n (or) by naturalization n I was naturalized on:   (date) at  _  (place) Naturalization number:   Father’s name:   Mother’s maiden name:  _ Passport number:   Country of issue:   Driver’s license or other state ID number:   State of issue:    \nFamily information  \nSpouse/former spouse(s)  \nSpouse’s name:    \n(first) (middle) (maiden) (last)  \nAddress (if different from yours):   Home phone:   Cellphone:   Birth date:   Social Security number:   Place of birth (city, county, state, country):   Is a citizen of:   by birth n (or) by naturalization n Was naturalized on:   (date) at  _  (place) Naturalization number:    \nFormer spouse’s name:    \n(first) (middle) (maiden) (last)  \nAddress:   _ Home phone:   Cellphone:   Birth date:   Social Security number:   Date of death (if applicable):   Location:   Date of marriage to you:   Location:   Date of divorce from you:   Court where divorce is recorded:    \nFormer spouse’s name:    \n(first) (middle) (maiden) (last)  \nAddress:   _ Home phone:   Cellphone:   Birth date:   Social Security number:   Date of death (if applicable):   Location:   Date of marriage to you:   Location:   Date of divorce from you:   Court where divorce is recorded:    \nChildren  \nChild’s name:    \n(first) (middle) (maiden) (last)  \nBirth date:   Parents’ names:   Social Security number:   Marital status:   Address:   Home phone:   Cellphone:    \nChild’s name:    \n(first) (middle) (maiden) (last)  \nBirth date:   Parents’ names:   Social Security number:   Marital status:   Address:   Home phone:   Cellphone:    \nChild’s name:    \n(first) (middle) (maiden) (last)  \nBirth date:   Parents’ names:   Social Security number:   Marital status:   Address:   Home phone:   Cellphone:    \nChild’s name:    \n(first) (middle) (maiden) (last)  \nBirth date:   Parents’ names:   Social Security number:   Marital status:   Address:   Home phone:   Cellphone:    \nGrandchildren  \nGrandchild’s name:  \n__________________________________________________________________________________","cbCaic2rNvBn0hZB","https://ap.wps.com/l/cbCaic2rNvBn0hZB","pdf",404242,17,"English","# Personal information\n## Family information\n## Children\n## Grandchildren\n## Siblings\n## Work information\n## Professional service providers\n## Health care","[{\"question\":\"What is the purpose of this family records worksheet?\",\"answer\":\"It helps organize personal and financial information so a trusted person can handle affairs if you become incapacitated or pass away.\"},{\"question\":\"How should the completed form be stored and maintained?\",\"answer\":\"Keep it in a secure yet accessible location, review it annually, and avoid sending personal data by unsecured or unencrypted email.\"},{\"question\":\"What types of people and professionals should be recorded in the form?\",\"answer\":\"Include family contacts and professional service providers such as an attorney, accountant, financial planner, and other advisors, plus relevant healthcare information.\"}]","Family records worksheet - Asset inventory and personal information - Personal and financial affairs | PDF",1790823600,43]