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Shultz National Foreign Affairs Training Center  \nU.S. Department of State  \nWhat My Family Needs To Know  \nThis list contains important information in that you can modify based on our specific circumstance. See the next page for contents. The document is meant to contain all the information your family needs to know should you become incapacitated. It is a way for you to complete this task that needs to be done, but almost always gets deferred to “later.” The document can be found on the Career Transition Center’s portion of FSI’s website, under CTC Resources at:  \n[http://fsi.state.gov/fsi/tc/default.asp?Sec=Career%20Transition%20Center&](http://fsi.state.gov/fsi/tc/default.asp?Sec=Career%20Transition%20Center&)[ ](http://fsi.state.gov/fsi/tc/default.asp?Sec=Career%20Transition%20Center&)[Cat=CTC%20Resources](Cat=CTC%20Resources)  \nCONTENTS  \nQUICK GUIDE TO LOCATIONS ………………………………………………………3  \nPERSONAL & FAMILY  \nMY PERSONAL INFORMATION……………………………………………………………...4  \nMY MARITAL HISTORY………………………………………………………………………..6  \nMY SPOUSE ……………………………………………………………………………………8  \nMY FAMILY HISTORY ……………………………………………………………………….13  \nMY MEDICAL INFORMATION ………………………………………………………………16  \nEMERGENCY NOTIFICATION ……………………………………………………………..19  \nBUSINESS & LEGAL  \nMY LEGAL DOCUMENTS …………………………………………………………………...20  \nMY INSURANCE POLICIES………………………………………………………………….24  \nMY EMPLOYMENT …………………………………………………………………………..27  \nMY FINANCIAL INFORMATION …………………………………………………………….30  \nMY REAL ESTATE ……………………………………………………………………………34  \nMY UTILITIES …………………………………………………………………………………35  \nMY VEHICLES ………………………………………………………………………………...37  \nMISCELLANEOUS INFORMATION  \nMY PETS ………………………………………………………………………………………38  \nMY MEMBERSHIPS & CHARITIES ………………………………………………………...39  \nFINAL WISHES  \nFUNERAL ARRANGEMENTS ………………………………………………………………40  \nNOTIFICATION IN CASE OF DEATH ……………………………………………………...43  \nBIBLIOGRAPHY & RESOURCES……………………………………………………46  \nQUICK GUIDE TO LOCATION OF MY IMPORTANT DOCUMENTS  \n(Copy and paste more, if necessary.)  \n\n| DOCUMENT / ITEM | LOCATION |\n| --- | --- |\n| Address book – personal |  |\n| Address book – professional |  |\n| Adoption or legal guardianship papers |  |\n| Bank account information – check books, statements, debit cards, ATM cards, etc. |  |\n| Birth Certificate |  |\n| Credit cards – cards, statements, etc. |  |\n| Debts owed to me |  |\n| Deed |  |\n| Disability records & insurance |  |\n| Disposition of remains – prepaid burial plots, donor arrangements, etc. |  |\n| Divorce papers |  |\n| Employment – earnings & leave statements, contracts, etc. |  |\n| Family tree & other information |  |\n| Household effects inventory |  |\n| Income tax records |  |\n| Information on my inheritances |  |\n| Insurance policy – health |  |\n| Insurance policy – life |  |\n| Insurance policy – long term care |  |\n| Insurance policy – professional |  |\n| Insurance policy – property (mortgage, homeowners, etc.) |  |\n| Insurance policy – vehicle |  |\n| Investment records – stocks, bonds, 401K, IRA, etc. |  |\n| Key – safety deposit box |  |\n| Keys – home |  |\n| Keys – other properties |  |\n| Keys – vehicles |  |\n| Keys or combination-P.O. Box |  |\n| Lease |  |\n| Marriage certificate |  |\n| Military service records |  |\n| Miscellaneous debts I owe |  |\n| Naturalization papers |  |\n| Passport |  |\n| Pet records – vaccination, medical, AKC registration,etc. |  |\n| Power of attorney |  |\n| Social Security card |  |\n| Vaccination records |  |\n| Vehicle records – loan, title, registration, etc. |  |\n| Will, living will, etc. |  |\n\nMY PERSONAL INFORMATION  \nFULL NAME:  \nMAIDEN NAME:  \nSOCIAL SECURITY NUMBER:  \nDATE OF BIRTH:  \nPLACE OF BIRTH (include name of hospital, city, county, state, country):  \nCURRENT HOME ADDRESS:  \nLOCATION OF HOUSE KEYS:  \nCURRENT MAILING ADDRESS:  \nLOCATION OF POST OFFICE BOX KEYS OR COMBINATION:  \nCURRENT STATE OF LEGAL RESIDENCE (state in which I vote):  \nDRIVER’S LICENSE STATE & NUMBER:  \nHOME TELEPHONE:  \nCELLULAR TELEPHONE:  \nHOME FA","cbCaileYp4m26SSB","https://ap.wps.com/l/cbCaileYp4m26SSB","pdf",207848,46,"English","# QUICK GUIDE TO LOCATIONS\n## PERSONAL & FAMILY\n## BUSINESS & LEGAL\n## MISCELLANEOUS INFORMATION\n## FINAL WISHES","[{\"question\":\"What is the purpose of this document?\",\"answer\":\"It is meant to contain the information a person’s family needs to know if the person becomes incapacitated, so the task is not deferred to “later.”\"},{\"question\":\"What types of information are included?\",\"answer\":\"It covers personal information, marital and family history, medical information, emergency notification, legal documents, insurance policies, employment, financial information, real estate, utilities, and vehicles, plus final wishes such as funeral arrangements.\"},{\"question\":\"How does the quick guide help with document handling?\",\"answer\":\"It lists important documents/items alongside a location column, so users can copy items and record where records like passports, wills, insurance policies, and account information are kept.\"}]","What My Family Needs To Know - Quick Guide | PDF",1790263366]