record book financial information - vtechworks homecollege of home economics . personal and family...
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annuity assets balance sheet banks bonds borrowing budgeting capital gains collateral contracts credit credit unions debts dividends estate finances income installments insurance investments ira's interest keogh plans ledger lending liabilities loan companies money mutual funds net worth passbook pensions planning premiums profit or loss records savings & loans social security spending stocks taxation trusts wills
PUBLICATION 4 MHM 153
FINANCE GUIDES for
Individuals and Families
Record Book of
Financial Information
J.P.I. & S.U. LIBRARY
ELACKSEURG, VIRGINIA
Gerald A. (Jerry) Bird Extension Specialist in Financial Management
Department of Management, Housing, and Family Development
College of Home Economics
Personal and Family Information
Name
Name of Spouse
Name(s) of Living Children
Date of Birth
Date of Birth
Date of Birth
Social Security Number
Social Security Number
Social Security Number
Address - if not living with parents
Location of Financial Records
Birth Certificates -------····--·-···------·-··········----··-------
Bonds --·-······-···-·--·······---··-··--·····--··-·····-----·············-· ----------------------
Cemetery Lot Deed ·······-··-···-······---·-·····-····-·--··--
Deeds to Property ········-----------------·······--·····-----···· Insurance Policies
Automobile --·-·····-······-···········-·-··············-·-····
Health ···········----········-··--···---······-······-·······-------
(name & address of cemetery)
Life·············--·-·-······-·············-··········-················-----------------------
Property ----------····--------------------------------------------
Marriage Certificate---------------------------------------·--
Safe Deposit Box Key -------------------------------------
(name of bank and number of box)
Titles to Vehicles ····-------- ......... --------------------------(automobile, truck, motorcycle, trailer, boat)
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Tax Records------------------------------------------------------------Veterans Papers & Service Discharge ----------------------------------------------------------------
Will ___________________________________________________________________________ _
Other - specify
Estate and Financial Advisors
Name of Advisor Address Attorney
Banker
Broker or other financial advisor
Executor of Will
Insurance Agents Automobile
Health
Life
Property
Personal advisor
Other - specify
Employment
Name of Employer Address
Name of immediate supervisor Phone
3
Date of employment
Name of Institution
Bank
Credit Union
Type of Account
Savings and Loan Association
Date Purchased Type
Savings
U.S. Savings Bonds
Serial Number
Address of Institution
Amount
Money Market Certificates
Date Purchased Date of Maturity
Interest Rate
4
Account Number
Co-owner or Beneficiary
Name of Institution
Bonds, Corporate
Company
Bonds, Municipal
Name of Issuer
Mutual Funds
Company
Stocks
Company
Investments
Amount
Amount
Number of Shares
Number of Shares
5
Date Purchased Interest Rate
Date Purchased Interest Rate
Date Purchased Interest Rate
Date Purchased Interest Rate
Keogh Plan
Name of Institution & Address
Retirement Benefits
Type of Account
Independent Retirement Account (IRA)
Name of Institution & Address
Pension Plans
Name of Company & Address
Type of Account
When Benefit(s) Begin
6
Date Purchased
Date Purchased
Amount of Benefit
Interest Rate
Interest Rate
Vested
Address of Property
Name of Credit Card or Charge Account
Purpose
automobile
automobile
Real Estate
Name & Address of Mortgage Holder
Purchase Price
Credit Cards and Charge Accounts Account Number
Name & Address of Lender
Loans
Credit Limit
Amount of Loan
7
Current Value
Monthly Payment
Address for reporting lost credit card or
error on credit statement
Monthly Payment
Date of Last Payment
Type Company
Automobile
Health
Life
Property (homeowner-renter)
Insurance
Policy Number
Other Information
Face Value or Coverage
Virginia Cooperative Extension Service programs, ~ctivities, and employment opportunities are available to all people regardless of race, color, religion, sex, age, national origin, handicap, or political affiliation. An Equal Opportunity/Affirmative Action Employer.
Issued in furtherance of Cooperative Extension work, Acts of May 8 and June 30, 1914, and September 30, 1977, in cooperation with the U.S. Department of Agriculture. W. A. Van Dresser, Dean, Extension Division, Cooperative Extension Service, Virginia Polytechnic Institute and State University, Blacksburg, Virginia 24061; M. C. Harding, Sr., Administrator, 1890 Extension Program,
Virginia State University, Petersburg, Virginia 23803.
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