Having your retirement plans up to date is very important, but preparing our loved ones for the inevitable is just as important. Herewith a valuable checklist of information to keep up to date.
Emergency Checklist | |
(documents listed below applies to yourself and your significant other) | |
1 | Certified copy of Identity Document |
2 | Passport |
3 | Birth Certificate |
4 | Marriage Certificate |
5 | Marriage Contract |
6 | Copy/ Location of Will and Contact Details of Responsible Person |
7 | Copy of Living Will & Contact Details of (Lawyer/Bank) |
8 | Car license and Certificate of Registration |
9 | Current Employer Contact Details |
10 | Salary Slip |
11 | Banking Details (Account Numbers & Pins/passwords) |
12 | Credit Card Details |
13 | Bank Loans Details |
14 | Investment Details |
15 | Stokvel Details |
16 | Life Insurance Details – Keep an up to date policy schedule on file |
17 | Fixed Property Title Deeds and Mortgage Details |
18 | SARS Tax Details |
19 | Utility / Rates and Water Bills |
20 | Leases or Hire Purchase Agreements |
21 | Rental Agreements |
22 | Property and Inventory Details |
23 | Provident Fund Benefit Statement |
24 | Pension Fund Benefit Statement |
25 | Retirement/Life or Living Annuity Details |
26 | Organ Donor Details |
27 | Contact Person in Case of Emergency |
28 | Club Memberships Details |