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Fiscal Fitness

Fiscal Fitness. Presented by Dr. AA Neidermeyer. Emergency Files To Be Collected. Bank Account Numbers Investment Account Numbers Certificates of Birth Marriage Divorce Death. Emergency File Documentation. Identification Passport Copy of Driver’s License Employee ID

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Fiscal Fitness

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  1. Fiscal Fitness Presented by Dr. AA Neidermeyer

  2. Emergency Files To Be Collected • Bank Account Numbers • Investment Account Numbers • Certificates of • Birth • Marriage • Divorce • Death

  3. Emergency File Documentation • Identification • Passport • Copy of Driver’s License • Employee ID • Title of Ownership • Property • Vehicle(s)

  4. Emergency File Documentation • Insurance Policy #s • Home • Auto • Life • Medical • Liability • Credit Card Information • Account numbers • Company telephone numbers

  5. Emergency File Documentation • Tax Returns for last three years • Social Security Card(s) • Estate Planning Documents: • POAs • Wills • Letter of Instruction

  6. Emergency File Documentation • Household Inventory listing • Safe deposit box key • Contact telephone numbers • Emergency $ • Immunization records

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