Saturday, April 4, 2009

Personal REcords

Today's Assignment

Add the following information to your notebook

Bank accounts, checking and savings
Name of bank, types of accounts, address, phone number and account numbers
Safe Deposit box? Location? Access information
Insurance policies-company, policy number, name of insured, amount of benefits, beneficiary, location of policies.
Pension plan: Name of company, address, contact person
REal Estate Owned: Address, location of deeds and titles, other documents related to the real estate.

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