Get Personal Affairs Record Book

Filling out the Personal Affairs Record Book is an important step in organizing your personal and financial information. This guide will walk you through the process of completing the form online, ensuring you provide the necessary details to assist your personal representative after your passing.

Follow the steps to complete your Personal Affairs Record Book.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Once the form is open, begin by filling out Section I: Personal and Family Information. This involves providing your full name, birth details, marital status, and information about your family. Be sure to include the specific location of essential documents, such as your birth certificate and marriage certificate.
3. Proceed to Section II: Employment Information. Here, detail your current or last position of employment, military service, and provide relevant contacts for potential benefits.
4. Next, complete Section III: Information About Your Assets. List all your bank accounts, real estate, vehicles, and insurance policies along with their respective details such as account numbers and specific storage locations for related documents.
5. In Section IV: Information About Your Liabilities, indicate any mortgages, loans, and credit card details, ensuring to include lender information and the location of related documents.
6. Then, fill out Section V: Other Helpful Information. This section includes your social security information, post office box details, and important names and addresses for easy reference.
7. Finally, review all provided information for accuracy. Save any changes you have made to the form, and when you are finished, you can download, print, or securely share the completed Personal Affairs Record Book.

Start completing your Personal Affairs Record Book online today for a smoother process for your loved ones.