Form Vo1848 Where My Assets Are - New York State Office Of The State Comptroller
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1WHERE MY ASSETS ARE
One problem survivors often have is finding documents and valuable papers. You can assist them by filling out this form.
Give copies to your loved ones, executor, lawyer and anyone else who will need this information. You should review and
update this information periodically.
Name ____________________________________________________________________________________________________
Retirement System
Social Security
Registration No. ____________________________________
Number ____________________________________________
My valuable papers and assets are stored in these locations (address plus where to look)
A. Residence ______________________________________________________________________________________________
B. Safe Deposit Box ________________________________________________________________________________________
C. Other _________________________________________________________________________________________________
ITEM
LOCATION: A
B
C
ITEM
LOCATION: A
B
C
My will (original)
____ ____ ____
Retirement plans
____ ____ ____
Power of attorney
____ ____ ____
Deferred compensation/IRA
____ ____ ____
Spouse’s will (original)
____ ____ ____
Titles and deeds
____ ____ ____
Safe combination
____ ____ ____
Notes (mortgages)
____ ____ ____
Trust agreements
____ ____ ____
List of stored & loaned items
____ ____ ____
Life insurance
____ ____ ____
Auto ownership records
____ ____ ____
Health insurance policy
____ ____ ____
Birth certificate
____ ____ ____
Homeowner’s policy
____ ____ ____
Military discharge papers
____ ____ ____
Car insurance policy
____ ____ ____
Marriage certificate
____ ____ ____
Employment contracts
____ ____ ____
Children’s birth certificates
____ ____ ____
Partnership agreements
____ ____ ____
Divorce/separation records
____ ____ ____
List of checking/savings accounts
____ ____ ____
Health care proxy
____ ____ ____
List of credit cards
____ ____ ____
Other: _______________________
____ ____ ____
Brokerage account records
____ ____ ____
______________________________
____ ____ ____
Important Names, Addresses and Phone Numbers
New York State & Local Retirement System, 110 State Street, Albany, NY 12244-0001, or toll-free at 1-866-805-0990 or
518-474-7736, in the Albany, New York area.
Attorney __________________________________________________________________________________________________
Accountant _______________________________________________________________________________________________
Insurance Agent ___________________________________________________________________________________________
Copies Given to ___________________________________________________________________________________________
Date Prepared _________________________________
Note: Please be sure to tell your beneficiaries to notify the Retirement System upon your death to determine what benefits
may be due.
VO1848 (Rev. 8/14)
New York State Office of the State Comptroller • Thomas P. DiNapoli, State Comptroller
New York State and Local Retirement System • Employees’ Retirement System and Police & Fire Retirement System
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