My information
Template last revised May 2025
You can download the template from http://www.suekayton.com/InformationForMyFamily.doc
Filled-in information last revised (put date here)

General  |  People  |   Financial Institutions  |   Credit cards  | Online Shopping 

 Transportation  |    Medical care  |    Residence and Utilities  

Insurance, Pensions and Annuities  |  Miscellaneous  |  Important documents and papers 

GENERAL | Top

My personal information:
name
primary address
Landline phone (xxx) xxx-xxxx (if you have one)
Cell phone (xxx) xxx-xxxx
Birthdate xxxxx in (city, state, country)
Social security  number  xxx-xx-xxxx
Emails:   xxx@xxx.com and xxxx@xxx.com
Drivers license or state ID card xxxxxxx in state xxxxxx expires xxxxxxx
Passport number and country, with expiration date
Location of my will/trust
Location of safe deposit box (if any) including box number and key location
Location of home safe (if any) including combination or key location

My secondary address (if any):
	Address
	Landline phone
	Location of keys
	Caretaker or property management info (if any)
		Name, address, phone, email, website

Login usernames and passwords (and PIN if used) for your primary computer, smartphone, and/or tablet.  
SmartPhone (if any)
		Unlock code or pattern
		PIN (if used)
		If it’s an iPhone, your AppleID and AppleID password
		If you normally unlock with your fingerprint, make sure you know the unlock code 
and write it down, for when your fingerprint is no longer available.
	Desktop computer (if any)
		Login username
		Password
		PIN
		BIOS password, BitLocker key, or hard drive password (if used)
Decryption key for drive (BitLocker or other)
	Laptop computer (if any)
		Login username
		Password
		PIN
		BIOS password, BitLocker key, or hard drive password (if used)
Decryption key for drive (BitLocker or other)
	Tablet (if any)
		Unlock code
		PIN (if used)
		If it’s an iPad, your AppleID and AppleID password
		If you normally unlock with your fingerprint, make sure you check the unlock code 
and write it down, for when your fingerprint is no longer available.
	Email address(es) and password(s).  Make sure to distinguish upper-case from 
lower-case and distinguish the letter O from zero, and distinguish the letter I from 
the number 1.  
          Password manager (if used)
                     Name of company and their website URL
       		Login username and password
		Security questions and answers
		Login information for account/phone to which two-factor authentication is sent
	Computer and phone data backup location – do you back up to Google Drive, iCloud, Microsoft OneDrive, DropBox, Carbonite, BackBlaze or other service?  If so, provide the name of the service, and the login username and password to access it.  Many of the services require Two-Factor Authentication (2FA) to a cell phone or email address for access.  

List the location of important documents and papers.   Be specific.  If in a locked drawer, list where keys are located.  If in a safe, provide combination to safe.  A sample list appears at the end of this document.  

PEOPLE | Top

Next of kin:
	Name
	Address
	Phone
	Email

Executor of will or successor trustee(s) of trust.  Provide contact information:
	Name
	Address
	Phone
	Email

If you do not have a financial Power of Attorney, execute such a form and include it with your important papers.  Give a copy to the person that you have chosen to help with your finances.  It makes things much simpler for the person who will be your financial Attorney-in-Fact if you add them as a joint tenant to your bank accounts, safe deposit box access, brokerage accounts, and other financial accounts.  

If you have dependent children or dependent relatives, list them here.  For each, provide contact information, dietary restrictions, and important medical and other information.  For each, include contact information for doctors, dentists, physical therapists, etc.  If your child is young enough to use a security blanket or favorite stuffed animal, or needs a particular bedtime ritual, include that information.  

If you have pets, list them here and provide contact information for their veterinarian(s).  If your will or trust does not contain this information, state the disposition of your pets when you are no longer able to or willing to care for them.  For each pet, provide its name, any dietary restrictions, and other important information.  

Accountant:  name, address, phone, email

Lawyer:  name, address, phone, email

Neighbors or nearby contacts:
	Name, address, phone, email

House cleaner or cleaning service: Name, address, phone, email.  Website and login info if it is 
a service
Pool guy:  Name, address, phone, email
Handyman: Name, address, phone, email
Computer person: Name, address, phone, email 
Gardener: Name, address, phone, email
Auto mechanic:  Name, address, phone, email
Counselor or therapist: Name, address, phone, email
Physical therapist:  Name, address, phone, email
Hairdresser or barber:  Name, address, phone, email
Personal trainer:  Name, address, phone, email
Other people who the family/heirs might want to contact:

MEDICAL CARE | Top

Primary care physician
	
Doctor’s name, address, phone, email
Medical record number

Medicare number xxxxxxx

Durable power of attorney for medical care and POLST forms:
	Where to find a copy
	For your primary decision maker, provide:
		Name
		Address
		Phone
		Email

Pharmacy 
	Name, address, phone number

Medical group name
	Website
	Online login username and password
List specialists that you see such as:
Oncologist name, phone number
Podiatrist name, phone number
Urology name, phone number
Opthalmology name, phone number
Neurology name, phone number

Medical alert system (if you have one)
	Website, account number, emergency contact, payment info

Healthcare equipment provider (if you have one) 
	Website, phone, account number, username/password
	Payment info

Personal assistant provider (if you have one) 
	Website, phone, account number, username/password
	Payment info

Dentist name and phone

Periodontist name and phone (if you have one)

Physical therapist name and phone (if you have one)

Psychologist, family therapist, or psychiatrist name and phone (if you have one)

Eyeglasses prescription and contact info for dispensing optician

INSURANCE, PENSIONS AND ANNUITITES | Top

Homeowners, renters and/or and earthquake insurance
Agent name, phone, address (if you have one)
Company name, policy number(s), contact phone
Company website, login username, login password
Autopay information

Life insurance (if any).  For each policy, list:
Agent name, phone, address (if you have one)
Company name, policy number(s), contact phone
Company website, login username, login password
Autopay information

Auto insurance
Agent name, phone, address (if you have one)
Company name, policy number(s), contact phone
Company website, login username, login password
Autopay information
Vehicle make/models, years and license plates.  Location of keys

Umbrella insurance (if with separate company)
Agent name, phone, address (if you have one)
Company name, policy number(s), contact phone
Company website, login username, login password
Autopay information

Medical insurance, dental insurance, vision insurance, and all Medicare supplements (list 
each separately)
		Company name
		Website
Login userID/password
Customer service phone number
Policy number
Date policy expires
Autopay and billing information

Long term care insurance
	Company name
	Website
Login userID/password
Customer service phone number
Policy number
Date policy expires
Autopay and billing information

Insurance for boat, second home, professional liability, or others not listed above.

Pension or company retirement plan
Name of company
	Account number(s)
	Address
	Phone
Contact name if you have an assigned banker
	Website
	Login username/password
	Direct deposit destination

Annuity (if any)
Name of company
	Account number(s)
	Address
	Phone
Contact name if you have an assigned banker
	Website
	Login username/password
	Direct deposit destination

FINANCIAL INSTITUTIONS | Top

Banks, savings and loans, and credit unions  (if more than one, list each separately)
Name of bank
	Account number(s)
	Address
	Phone
Contact name if you have an assigned banker
	Website
	Login username/password
	List of autopays coming from accounts
	Bank routing number (used to set up autopays)
Safe deposit box number (if any) and location of key

Brokerage accounts (if more than one, list each separately)
Name of brokerage
	Account number(s)
	Address
	Phone
Contact name if you have an assigned banker
	Website
	Login username/password
	List of autopays coming from accounts
	Bank routing number (used to set up autopays)
Safe deposit box number (if any) and location of key

List of stocks and bonds held outside of a brokerage account.  If  you have paper certificates, list their location and certificate numbers.  If you have electronically-held shares, for each company list contact information for the transfer agent.  

401K, IRA, etc. if held at places not listed above.

Loans or lines of credit if with other than above.  For each list:
Name of company
	Account number(s)
	Address
	Phone
Contact name if you have an assigned banker
	Website
	Login username/password
	Autopay information

PayPal, Google Wallet, Apple Pay or other online payment systems
	For each, website, username, and password

Keep current list of past IRA withdrawals so people know when the next required disbursement will be needed.

If you have a file of current-year tax documents to help prepare this year’s tax return, list the location of this paper file and/or computer files.

List here payees that are set up to auto-pay from your bank account(s), and which accounts they are directly paid from.  Make sure that the username/password is provided for each autopay so it can be edited online.

CREDIT CARDS and ONLINE SHOPPING | Top

For each card or online merchant (such as Macys, Amazon, Citibank, etc, list:
	Company name
	Credit card number (if any) with expiration date
	For credit cards, CVC code (or code on front for Amex card)
	Customer service phone number
	Website
	Login username/password 
	List of autopays set up on this card.  Make sure that the username/password is provided for each autopay so it can be edited online.

TRANSPORTATION | Top

Cars, motorcycles and trucks – for each list
	Make/model/year
	License plate
	Location of title document

Boats (if any).  For each list make/model/year and hull number, and location of title document.

Uber, Lyft or other rideshare programs
For each list website, username, password, autopay information

OnStar, Garmin, or other in-vehicle system (specify which)
Website
Username, password
Autopay information

Clipper card or other mass transit access cards
Website
Username, password
Autopay information

EZPass, FasTrak or other toll tag information
Company name
Website
Account number
Login username/password
Autopay info

Frequent flyer accounts.  For each provide:
Company name
Website
Account number
Login username/password
Autopay info

If you don’t keep a record of repairs and maintenance for your vehicles, provide the contact information for your mechanic, so these records can be obtained.

RESIDENCE AND UTILITIES | Top

If renting, contact information for landlord
Name
Address
Phone
Email

If sharing the dwelling, contact information for each roommate, co-tenant or co-owner
Name
Address
Phone
Email

Mortgage or reverse mortgage (if more than one, list for each)
Account number
Company who handles it
Account number
Website
Customer service number
Login username and password
Security questions on account
Autopay information

If you have a homeowners’ association, provide contact information
Name
Address
Phone
Email
Dues paid until what date?
Autopay for dues, if applicable

Home alarm system (if any)
Location of control panel
Disarm code and instructions
Arming instructions
Company who handles it
Account number
Website
Customer service number
Login username and password
Security questions on account
Autopay information

Phone landline (if you have one)
Phone number
Company who handles it
Account number
Website
Customer service number
Login username and password
Security questions on account
Autopay information

Cell phone 
Phone number
Phone unlock code (if smartphone)
Tablet unlock codes (if you have one or more)
Company who handles it
Account number
Website
Customer service number
Login username and password
Security questions on account
Autopay information

Instructions to access messages on your voicemail system.  Be specific, and include any password or access key.  

Internet provider (if used, and if separate from the above)
Associated phone number
Company who handles it
Account number
Website
Login username/password
Security questions
Autopay information
Modem/gateway/router username and password (if changed from default)
WiFi network name and password (if you changed from default settings)
Modem/router login username/password (if you changed from default settings)

Cable TV provider (if used, and if separate from the above)
Associated phone number
Company who handles it
Account number
Website
Login username/password
Security questions
Autopay information

Trash service (if not handled by landlord or property tax bill) 
Company who handles it
Customer service number
Account number
Website
Login username and password
Autopay information

Water service (if not handled by landlord) 
Company who handles it
Customer service number
Account number
Website
Login username and password
Autopay information

Gas service (if not handled by landlord) 
Company who handles it
Customer service number
Account number
Website
Login username and password
Autopay information

Electricity service (if not handled by landlord) 
Company who handles it
Customer service number
Account number
Website
Login username and password
Autopay information

Sewer or septic tank service (if not handled by landlord or property tax bill) 
Company who handles it
Customer service number
Account number
Website
Login username and password
Autopay information

House repair service (if you have a provider) 
Company who handles it
Customer service number
If you have a monthly or yearly contract, paid until when?
Account number
Website
Login username and password
Autopay information

Property tax collector.  (if appropriate)
Assessor’s parcel number for house 
Customer service number
Website for payment via internet direct to county assessor
Autopay information, if any

P.O. Box (if any)
	Address of P.O. Box
	Set up online access through https://poboxes.usps.com/manageAccount.html
	Login username/password
	Paid through xxxxx date

Home delivery information for scheduled service such as water, medical supplies, etc.

Home IOT (smart home) system information, such as Nest, Ring, LiftMaster,etc. (if any)
Location of controlling device(s)
Login info for controlling device (username/password)
Website or IP address for controller

Home theater or entertainment system information (if appropriate)
Location of wiring diagram
Contact information for person who handled installation
Please do everyone a favor and label the wires

Gardener contact information (if you have one)

Pool guy contact information (if you have one)

Anything unusual that someone would need to know to live in, or sell your property, such as the location of underground pipes carrying downspout water run-off, code to side gate, function of mystery switches, where to kick the dishwasher to make it turn on, etc.

MISCELLANEOUS | Top

Email provider(s)
	For each, list provider name, email address, password, security questions, 
recovery method(s)

Club, gym, museum, and association memberships.  For each:
	Club/association name
	Contact name, address, phone, website
	Note which ones are on autopay and provide login information (username, password) for 
autopays

Newspaper subscriptions.  For each one list:
Company 
Indicate whether subscription is paper, digital only, or both	
Customer service phone number
Account number
Website
Login username and password
Autopay information

Magazine subscription list for purposes of forwarding if you move.  

Online subscriptions such as Microsoft 365, LastPass,Adobe Creative Suite, Intuit, substacks, newsletters, etc.
For each provide:
		Company name
What you have the subscription for
		Website
		Login username/password
		Autopay method	

Other subscriptions such as DoorDash, professional associations, NetFlix, Hulu, Spotify, DisneyPlus, Peacock, Sirius, Pandora, etc.  For each provide:
		Company name
What you have the subscription for
Customer service phone number
		Website
		Login username/password
		Autopay method	

Passwords for encrypted Excel spreadsheets, Quicken files, QuickBooks files, 
BitLocker hard drives, computer BIOS, and other computer files and computer 
hardware.

Social Security
	Set up an online account at https://secure.ssa.gov/RIL/SiView.action
	You will need to answer tough security questions or call them on the phone.
	Your heirs might be eligible for Social Security survivor’s benefits
Get list of Social Security numbers for immediate family members and heirs

Veterans Administration
	Your heirs might be eligible for VA survivor’s benefits.  
	If you served in the military, provide location of your service records
		
Auto Club (AAA) membership
	Account number
	Paid through date
	Autopay information
	Website
	Website login username and password

Data, system and photo backup storage location (if any)
For online backup account:
Company name (Google Drive, Google Photos, Dropbox, OneDrive, etc.)
		Website
		Login username and password
	For local backup, location of your backup drive and decryption key, if needed

Medical alert device (if any)
	Company that handles it
	Account number
	Customer service number
	Autopay information
	Website
	Website username and password
List of people (and contact info) they contact when it goes off

Storage units (if any)
Company name
Address
Phone
Unit number(s)
Combination to lock, or location of key(s)
Paid through what date
Autopay information
Website

Pre-paid cremation or burial plan (veterans may qualify for free burial at a VA cemetery)
	Company
	Customer service phone number
	Account number
	Autopay information (if not fully paid)
	If you own a cemetery plot, provide:
		Name of cemetery
		Full address
		Phone number
		Account number or plot number
		Names of people who are authorized to bury someone there
			Contact information for authorized users of the plot
	If you don’t have a pre-paid plan, do everyone a favor and write down your wishes.  Do 
you want to be cremated and have your ashes scattered at sea?  

Memorial service information.
	Clergyperson contact information (if any)
	List of people with contact information that you want notified
	Location of prepared statement, obituary, etc. (if any)
	Location of instructions for memorial service (or include in this document)

Padlock combinations (if needed)
	Bikes, gates, storage units, etc.
			 
Location of jar of keys.  Do everyone a favor and label each key.

Social media (Facebook/Meta, Twitter, Instagram, etc.)  List usernames and passwords for each.  

If you give annual or monthly contributions to a charity, religious organization, or other group, list them and provide contact information

IMPORTANT DOCUMENTS AND PAPERS | Top

Here’s a list to get you started.  This list will not include every document for every person.  Make your own list using this as a start. For some documents, a photocopy is sufficient, but you will need originals of some of them.  

These documents are stored in the following locations: (list them here) and include any safe combinations, locations of keys, etc. in order to access them.

Originals of:
Checkbook with at least 20 unused checks
Passport (if you have one)
Naturalization papers or green card (permanent resident status card)
Immigration documents, if applicable
Birth certificate
Social Security card
Marriage certificate, if applicable
Divorce final papers, if applicable
Depending on your circumstances, death certificate of spouse, child or other relative
	Will or living will
	Trust documents
	Power of attorney forms
	Nomination of conservator form (if not included in power of attorney form)
	Voter ID card (if your state requires one)
	Stock and bond certificates (consider converting them to electronically-held 
shares, preferably through your brokerage account, or through the company’s 
transfer agent)
	Ownership certificates for cars and boats, also called a “pink slip”
Escrow papers, grant deeds, and other documentation on purchase or sale of home
Change of name papers filed with the courts (if you legally changed your name)
	
Copies are usually sufficient for:
	Durable power of attorney for medical care
	POLST (medical directive form)
	Drivers license or state ID card (some circumstances might require original)
	Tax returns for the past 7 years
List of usernames and passwords
Divorce papers, including property settlement agreement
Military service records
Adoption papers
Veterans discharge papers and other military service records
Receipts, list or spreadsheet of home improvements to justify increased basis of 
house for sale purposes
	Business records including business tax returns, insurance, and business licenses
Gun license (if required by state)
Medical insurance ID card(s)
Auto insurance ID card
Documentation of professional certification (CPA, RN, licensed beautician, 
professional engineer, etc.)
	If you are a recent college graduate, diploma and transcript.
Name change document if you legally changed your name

This list was compiled by Sue Kayton, kayton@alum.mit.edu
Please email me with suggestions for how to make this list more complete and easy to use.

For information on how to back up your computer, visit www.suekayton.com/backupbible.htm