It's especially important to let your children know if you have life insurance policies that they would benefit from in the event of your death. That way they can take steps to make sure it stays in force if necessary.
Use this work sheet to summarize insurance information for the friends and family members who will take care of your affairs in case of death or disability.
Life insurance
Indicate whether the policy is through work or an individual policy.
If through work, provide employer name:
Employer address:
Contact name and phone number:
Owner of policy:
Insurance company:
Customer service phone number:
Policy number:
Cash value:
Face amount:
Beneficiary:
Document location:
Disability insurance
Indicate whether the policy is through work or an individual policy.
If through work, provide employer name:
Employer address:
Contact name and phone number:
Insurance company:
Customer service phone number:
Member or policy number:
Document location:
Health insurance
Indicate whether the policy is through work or an individual policy.
