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)

Name, address, phone number of accountant

Name, address, phone number of insurance agent

Names, addresses, phone numbers of doctors

Name, address, phone number of executor of estate

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