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 |