Checklist for Financial Caregivers: Accounts and Documents
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As a financial caregiver, there are many documents and accounts you must have access to in order to do a good job for your loved one. Be sure you know where to find these documents and records, and how to access these accounts (account numbers, login IDs, passwords)—ideally before you need them.
Assets and income
Savings accounts
Checking accounts
Brokerage/investment accounts
Individual stocks and bonds
Stock options
Retirement accounts (IRAs, 401(k)s, SEP or SIMPLE IRAs, etc)
Custodial accounts (such as a 529 plan for a child or grandchild)
Deed to house/other property
Pension information
Disability compensation
Spousal survivor benefits
Annuities
Other property or sources of income
Bills and debts
Mortgage
Home equity loan
Business loan
Auto loan
Utilities (phone, mobile phone, gas, electric, Internet service, cable, etc)
Credit cards
Other debts
Insurance policies
Life insurance
Disability insurance
Long-term care insurance
Medical and dental insurance
VA health benefits
Medicare information
Medicaid information
Prescription drug coverage
Car insurance
Homeowner’s/renter’s insurance
Estate planning documents
Last will and testament
Trusts
Power of attorney
Advance care directive or living will
Health care power of attorney
Other records and documents
Social Security number
Tax records
Personal property appraisals
Ownership certificate for cemetery plot
Other important information
Name, address, phone number of financial advisor(s)
Name, address, phone number of estate planning attorney
Names, addresses, phone numbers of other attorneys
(for example, a business attorney)
