Vital Information - Survivor'S Benefit Checklist Page 6
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12What should I do now to prepare my beneficiaries?
One of the most important steps you can take now to prepare your beneficiaries in the event of
your death is to compile the following information. We’ve provided a form at the end of this booklet
for writing it down. Be sure to let your family or friends know where you’ve stored this booklet and
the completed form.
The information your family or friends will need includes:
your full name, date of birth, and Social Security number;
location of your birth certificate and Social Security card;
your employer (department) and work location;
location, phone number, and e-mail address of your personnel office staff;
your supervisor’s name, phone number, and e-mail address;
your employee organization/association (union), if applicable;
list of insurance plans you’re enrolled in, e.g., life, long-term disability, health, long-term care,
homeowner’s/renter’s, mortgage, etc.;
list of your savings and checking accounts, with names and locations of institutions where they
are held;
list of stocks, bonds, and mutual funds you own, including names and locations of institutions
where they are held;
information about retirement plans you’re enrolled in such as CalPERS, Savings Plus 401(k)
and/or 457 accounts, IRAs, etc.;
location of your safe deposit box, including key number;
location of your Post Office box, including key number;
your burial instructions;
location of your durable power of attorney documents;
location of your will and trust agreement;
location of your titles and deeds, e.g.: car, house, cemetery plot, real estate, etc.; and
location of your marriage certificate, divorce and/or legal separation papers, Armed Forces
discharge papers, adoption papers, naturalization papers, state and federal income tax
returns, and Medicare card.
These are just some of the things your family or friends will need to help them deal with your
benefits. You may want to take other, more personal steps to ensure they have all the
information necessary to carry out your instructions.
If you haven’t yet planned what should happen to your assets when you die, now is a good
time to begin. You can plan your estate with the help of a professional planner or your family
attorney. You can even do your own estate planning using resources available at the library or
via the Internet. It’s never too early to plan.
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