ersonal
P ecords
Rrganizer
O
YOUR
The Baptist Foundation of Oklahoma
Estate Planning & Gift Services
Personal Records of
________________________________________________
Name
________________________________________________
Address
________________________________________________
City
________________________________________________
State Zip
The Baptist Foundation of Oklahoma Personal
ecords
Rrganizer
O
YOUR
The Baptist Foundation of Oklahoma
Estate Planning & Gift Services
Your Personal Records Organizer is a resource to help you effectively order and document records that are important to you and your loved ones.
The organizer is divided into three sections:
Section I–My Personal History
Section I documents your history as well as your family’s. It also records your education, military and employment information.
Section II–My Financial Records
Section II provides a log for your checking/savings accounts, promissory notes, credit cards, securities, insurance, property and tax information.
Section III–My Estate Plan
Section III details your estate and trust plans as well as your funeral and burial instructions.
The organizer should be put in a safe place and updated
as it is needed as circumstances in your life change.
Section I My Personal History
My Personal History
Date of Birth Place of Birth |
Month
|
DayYear
CITY
COUNTY
STATE
|
My birth records are on file at My father
Name |
|
Birth Date Present Residence Birth Place |
|
|
Deceased Buried at DATE
PLACE
|
My mother
Name |
|
Birth Date Present Residence |
Birth Place |
|
Deceased Buried at 2
|
DATE
PLACE
My spouse
Name |
|
|
Birth Date Birth Place |
Marriage Record |
Place of Marriage Date of Marriage |
countycounty seat
Name of person officiating |
Copy(s) of marriage certificate may be found Deceased |
with whomplace
|
dateplace
|
Buried at Education
|
Last grade completed Vocational School College College College |
|
|
|
Graduation Date |
name
Date Graduated
Degree
name
Date Graduated
Degree
name
Date Graduated
Degree
name
Date Graduated
Degree
3
My Personal History
Military Service
|
Branch from / / to / / |
Date of discharge Type Highest rank or grade attained |
|
|
Veterans Claim Number |
Records located at |
Military Serial Number Percentage of service connected disability |
Records of pension and retirement benefits located at |
Employment
Current Employer |
|
Address Supervisor Phone |
|
|
Date Started Position Social Security Number Labor Union |
|
|
NameAddress
I am eligible to receive benefits under the following pension, profit sharing and other plans Previous employer |
|
InstitutionNumber of Years Employed
Religious Affiliation
Church Membership |
|
Church Address Pastor 4
|
Phone |
namephone
My Family
My living children
Birth date
Birth PlaceOther parent
My deceased children
Birth date
Birth PlaceOther parent
Children of deceased children
NameAddress
NameAddress
Step-children
NameAddress
NameAddress
Adoption records are located |
My brothers and sisters
Name
City
State
Name
City
State
Name
City
State
Family History Tip |
5
Section II My Financial Records
Bank Accounts
Type of Account
Checking n Savings n Other
n Bank Name |
Street Address City, State |
|
Account Number |
|
Held in my name only
n joint tenancy with
n tenants in common with
n in trust for
n payable on death to
n Type of Account
Checking n Savings n Other
n Bank Name |
Street Address City, State |
|
Account Number |
6
|
Held in my name only
n joint tenancy with
n tenants in common with
n in trust for
n payable on death to
n Type of Account
Checking n Savings n Other
n Bank Name |
Street Address City, State |
|
Account Number |
|
Held in my name only
n joint tenancy with
n tenants in common with
n in trust for
n payable on death to
n Type of Account
Checking n Savings n Other
n Bank Name |
Street Address City, State |
|
Account Number |
|
Held in my name only
n joint tenancy with
n tenants in common with
n in trust for
n payable on death to
n 7
My Financial Records
Money I have loaned others
Borrower Address |
|
Address Balance Due Per Month Date |
|
Address Balance Due Date |
Address Balance Due Per Month |
|
|
|
|
|
Balance Due Per Month Date |
|
Borrower |
|
|
Per Month |
Borrower Date Borrower |
|
|
Promissory notes, supporting documents and other information related to the loans may be found |
Income Sources
Source |
Amount | $ Date Received |
|
Amount | $ Date Received |
|
Amount | $ Date Received |
|
Amount | $ Date Received |
Source 8
Source Source Liabilities (mortgages, loans, contracts, leases, etc.)
|
|
Address |
Creditor Address Creditor |
|
Type of Debt Amount Owed Type of Debt | $
Amount Owed |
Payment Per Month Date Due |
Date Due |
Creditor |
|
|
Address |
|
|
Type of Debt Amount Owed Type of Debt | $
|
Amount Owed |
Payment Per Month Date Due |$
Payment Per Month Creditor Address |
Payment Per Month |
Date Due Those liabilities which are covered by credit life or mortgage insurance are Documents and other information related to my liabilities may be found |$
|
|
|
|
Credit cards
|
Company Address |
|
How Many Cards |
Location of Cards |
Account Number Company Address |
|
|
How Many Cards |
Location of Cards |
Account Number 9
My Financial Records
Credit cards (continued)
|
Company Address Company |
Address |
How Many Cards |
Location of Cards |
|
|
|
How Many Cards |
Location of Cards |
Account Number Account Number Tax information
Copies of my income tax returns with supporting evidence may be found Information related to the present tax year is kept |
|
My income and other tax reports have been prepared by:
NameAddress
Phone
NameAddress
Phone
Securities (Stocks and Bonds)
Company |
Company Name of Owner Shares |
Shares |$
Location of Certificates Company |
|$
|
|
Original Cost |
|
|
Name of Owner Shares Location of Certificates |$
Location of Certificates Company |
Original Cost 10
|
|
|
Original Cost |
Name of Owner Shares Name of Owner |
Original Cost |
|$
Location of Certificates |
OTHER PROPERTY
Personal Property
Autos |
Papers of ownership may be found Boat & motor Located at |
|
|
Papers of ownership may be found |
Household furnishings list may be found |
|
Antiques record of inventory and values may be found |
Other |
Jewelry record of inventory and values may be found Real Estate
Location |
Legal Description Location |
Legal Description |
County State |
|
|
County State Recording information of deed |
|
|
Recording information of deed |
Book Number Page Number
Book Number Page Number
|
Original Cost | $
|
Original Cost | $
Date received Names of owners |
Names of owners Documents pertaining to this property may be found If leased, name of lessees Date received |
|
|
Documents pertaining to this property may be found If leased, name of lessees |
|
11
My Financial Records
Property leased/rented by me
Description and Address of Property |
Safe-Deposit Box
|
Lessor Name Lessor Address |
Box Number Location |
|
Who has access to box? Terms of Lease(s) Cost(s) |
Keys May be Found |
|$
Expiration Date(s) |
Records may be found |
Insurance and Annuities
Life Insurance/Annuities
Company/Agent Policy Number Beneficiary Amount |
Company/Agent |
Policy Number |
Beneficiary |$
Amount Policies May be Found |
|
|
|
|$
Policies May be Found |
Hospital, medical, accident
Company/Agent |
Company/Agent |
|
Policy Number Policy Number Types of Coverage |
Policies May be Found 12
|
Types of Coverage |
|
Policies May be Found |
|
Automobile insurance
Company/Agent Policy Number Home owners insurance
|
Company/Agent |
Types of Coverage Policy Number |
Policies May be Found |
Types of Coverage |
Company/Funeral Home |
Policies May be Found Burial Insurance
|
Other insurance
|
Certificates or Policy Number Benefits |
|
|
A copy of this policy or certificate may be found |
Retirement and Related Benefits
Pensions and other retirement income
Social Security
SS Number |
Paid by Social Security information may be found |
|
Amount Per Month |$
|
Death Benefits |
Expiration Date At the death of a Social Security recipient the amount paid to the
surviving family member(s) may change. Contact the local Social
Security office for information.
Copies of annuity and documents relating to my pension may be found Financial Recordkeeping Tip |
|
13
Section III My Estate Plan
Will and Trust
My will was signed on |
Is there a copy on file at the Baptist Foundation of Oklahoma? My original will may be found Codicil(s) to my will |
|
|
Date
Location
Date
Location
Date
Location
Date
Location
Date
Location
Trust |
Durable Power of Attorney |
Living Will |
|
Other |
Other |
Other Personal Representative(s)
Attorney-in-fact Name |
Address Phone Fax 14
|
|
|
Successor/Trustee(s)
Attorney-in-fact Name |
|
Address Phone Fax |
|
|
|
Attorney
Name |
Address Phone Fax Accountant
Name |
|
Fax Financial Advisor
Name |
Address Phone Fax |
|
|
Insurance Advisor
|
Address Phone |
|
|
Name Fax Other
|
|
|
Other
Name |
Address Phone Fax Address Phone |
|
|
|
Name |
|
Address Phone Fax |
|
|
15
My Estate Plan
Funeral and Burial Instructions
Funeral home of my choice is:
NameAddress
I do n do not own a cemetery lot
n If own a lot, name of cemetery |
Deed or certificate of ownership may be found Place I wish my funeral service conducted Minister I wish to conduct my service |
|
|
Name
citystatephone
Instructions regarding the service Obituary Reading |
Tombstone Engraving Organ Donor |
|
In lieu of flowers, please Other special requests |
|
Other Important Documents
People to Notify Clubs to Notify |
|
Utilities to Notify |
Estate Planning Tip |
Health Insurance Policies 16
|
Phone
Contact Numbers
Certificates of Death
Vital Records Service
Oklahoma State Department of Health
1000 NE Tenth
Oklahoma City, OK 73117
405.271.4040
Tulsa Health Department
Central Regional Health Center
315 S. Utica
Tulsa, OK 74104
918.594.4840
www.health.state.ok.us/program/vital/brec.html
Credit ReportsEquifax – 800.685.1111
Experian – 888.397.3742
Trans Union – 800.888.4213
Oklahoma Tax Commission
OKC Metro Area – Main Office
Connors Building, Capitol Complex
2501 N. Lincoln Boulevard
Oklahoma City, OK 73194 405.521.3160 or 405.521.3237
Tulsa Metro Area
440 South Houston, Fifth Floor
Tulsa, OK 74127
918.581.2399
www.tax.ok.gov
Federal Tax
www.irs.gov
800.829.1040
ocial Security Administration
S
800.772.1213
800.325.0778 (hearing impaired)
www.ssa.gov
Veteran’s Administration
Muskogee Regional Office
125 South Main Street
Muskogee, OK 74401
800.827.1000
www.va.gov
www.vba.va.gov/survivors/index.htm
Civil Service
Office of Personnel Management Retirement
800.767.6738
17
The Baptist Foundation of Oklahoma
Strength for Today and Tomorrow
3800 N. May Ave.
Oklahoma City, OK 73112
405.949.9500 Ë 800.949.9988 Ë 918.493.4157
www.bfok.org