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 Wysłany: Sob 5:35, 26 Mar 2011 Temat postu: Omega Watches |
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d) Other Address Telephone/FAX Assistant’s Name Other Address Telephone/FAX Assistant’s Name 3. Financial Accounts Banking Records (CDs, checking, credit union,[link widoczny dla zalogowanych], savings) Name of Type of Account Location of Institution Account Number Documents Bonds (corporate,[link widoczny dla zalogowanych], municipal, Treasury bonds) # of Date Due Location of Issuer Bonds Bought $ Cost Date Documents Business Ownership Name of Type of % Other Business Business Owned Partners Childrens’ Accounts Child’s Name/ Type of Account Location Trustee or Trust $ Value of Funds CHAPTER 1: Giving Yourself a Financial Checkup Figure 1.3 (continued) Debts (auto, credit card,[link widoczny dla zalogowanych], education, mortgage) Type Name of Account Amount Monthly of Loan Institution Number Due Payment Employee Benefit and Retirement Plans (401(k), IRA, Keogh plans,[link widoczny dla zalogowanych], pension plans, profit-sharing plans, stock purchase plans) Type Who Is $ Value of Plan Covered Trustee of Plan Beneficiary Insurance Policies (auto, health, home, life insurance) Insures $ Type of Who or Name of Account Amount Location of Policy What Company Number Insured Documents Mutual Funds Type of Name of Account # of Location of Account Company Number Shares Documents Real Estate Type of Location of Date Purchase Location of Property Property Purchased Price $ Documents PART ONE: Maximizing Your Investment Options Figure 1.3 Recordkeeping Worksheet (continued) Safe-Deposit Boxes Primary and Person Secondary with Location of Depository Owner Power of Contents List Bank and Address of Assets Attorn
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