Personal Affairs Checklist

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Organising your Personal Affairs

You never know what is around the corner and in the event of an unforeseen happening, it is vital to have important personal details close to hand. With this in mind, “The Personal Affairs Checklist” (PAC) allows you to record your personal information on one document.
The checklist comes in three parts:
Section 1 gives information about your key advisers, location of your will, funeral arrangements.
Section 2 gives information about your Bank/Building Society Accounts and Insurance Policies
Section 3 gives information on your employer, any directorships and your local tax office.
Complete it as fully as possible, then print it and keep it somewhere safe, may be with your will, or at the bank. Please send us a copy when complete and we can also store it on our files too.
The PAC is not a will and should not contain instructions about what you should be done with your money or possessions. It is a record of where your key personal records, assets and papers can be located.

Q1
Please provide some information about you (optional) :

Name
Address 1
Address 2
Town/City
Postcode
Date completed
PAC location

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Section 1 - gives information about your key advisers, location of your will, funeral arrangements.

Q2
Please provide the following Adviser contact details (if applicable):

	Accountant	Doctor
Name:
Address 1
Address 2
Town/City
Postcode
Telephone
Email

Q3
Please provide the following Adviser contact details (if applicable):

	Solicitor	Independent Financial Adviser
Name:
Address 1
Address 2
Town/City
Postcode
Telephone
Email

Q4
Please provide the following Adviser contact details (if applicable):


Name:
Address 1
Address 2
Town/City
Postcode
Telephone
Email

Q5
In the event of my death or incapacity due to illness please contact:


Name:
Address 1
Address 2
Town/City
Postcode
Telephone
Email
Relationship to me

Q6
My Will

Location of original Will
Location of copy Wills
Date of last Will
Last Will drawn up by
Address 1
Address 2
Town/City
Postcode

Q7
Executors of my Will

Executor 1
Executor 2
Executor 3

Q8
Funeral Arrangements

Q9
Location of ‘Living Will’ declaration to family and doctors

Q10
Power of Attorney for me is held by

Q11
Medical Research Bequests/Donor Card may be found.... (eyes, kidneys, etc)

Q12
My deed/safe box may be found...

Q13
The key/password can be found (in a sealed envelope?) held at......

(or record below if you prefer)

Q15
The access codes to my computer and key programs are to be found (in a sealed envelope?) held at....

(or record below if you prefer)

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Section 2 - covers your financial affairs: bank accounts, insurance policies, other assets.

Q15
Account(s) – (Banks, Building Society, etc)
I have accounts at the institution(s) listed below:


Name:
Address 1
Address 2
Town/City
Postcode
Telephone
Account No

Q16
I have accounts at the institution(s) listed below:


Name:
Address 1
Address 2
Town/City
Postcode
Telephone
Email

Q17
Investments (eg shares, unit trusts, premium bonds, national savings certificates, etc)

	Type	May be found

Q18
Credit Cards

	Type	Credit Card No

Q19
Properties
Main Residence

	Main Residence
Address 1
Address 2
Town/City
Postcode
Telephone
Mortgage Lender
Mortgage Account No.
Mortgage Lender address

Q20
How is this Property owned?

Sole (by me)
Jointly
As Tenants in Common
Don't know

If not sole ownership, who else owns it?

Q21
Do you own any other properties other than your main residence?

Yes
No

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Q22
Other Properties (1)

	Property 1
Address 1
Address 2
Town/City
Postcode
Mortgage Lender
Mortgage Account No.
Mortgage Lender address

Q23
How is this Property owned?

Sole (by me)
Jointly
As Tenants in Common
Don't know

If not sole ownership, who else owns it?

Q24
Do you own any other properties in addition to those listed above?

Yes
No

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Q25
Other Properties (2)

	Property 2
Address 1
Address 2
Town/City
Postcode
Mortgage Lender
Mortgage Account No.
Mortgage Lender address

Q26
How is this Property owned?

Sole (by me)
Jointly
As Tenants in Common
Don't know

If not sole ownership, who else owns it?

Q27
Do you own any other properties in addition to those listed above?

Yes
No

If so, how many others?

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Insurance Policies eg Life, Car, Home, Health

Q28
Insurance Policies eg Life, Car, Home, Health

	1	2
Policy Type
Policy Number
Name of Insurance Co
Address 1
Address 2
Town/City
Postcode
Telephone
May be found

Q29
Insurance Policies eg Life, Car, Home, Health

	3	4
Policy Type
Policy Number
Name of Insurance Co
Address 1
Address 2
Town/City
Postcode
Telephone
May be found

Q30
Insurance Policies eg Life, Car, Home, Health

	5	6
Policy Type
Policy Number
Name of Insurance Co
Address 1
Address 2
Town/City
Postcode
Telephone
May be found

Section 3 - covers other general information e.g. employment record, membership of clubs, etc.

Q31
Certificates

	May be found
My Birth/Marriage Certificate
Other marriage documents
Divorce documents

Q32
Do you have any employments/directorships?

	Yes	No
Employment
Directorships

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Q33
Details of employment


Employer Name
Address 1
Address 2
Town/City
Postcode
Employment Ref
Telephone
National Insurance Number

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Q34
Directorships
Company Names


Company Name 1
Company Name 2
Company Name 3
Company Name 4

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Q35
Are you a member of a company pension scheme or opted in to auto-enrolment?

Yes
No

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Q36
Pension Scheme Details

	1	2
Name
Address 1
Address 2
Town/City
Postcode
Pension Reference

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Q37
Taxation - The tax office which deals with my affairs is:


Address 1
Address 2
Town/City
Postcode
Telephone
Tax Reference Number

Q38
Associations, Clubs and Societies (eg Charitable Societies, Trade Associations, Sports Clubs, Trade Union, Professional Bodies)

	1	2
Association
Address 1
Address 2
Town/City
Postcode
Contact
Membership No.

Q39
Associations, Clubs and Societies (eg Charitable Societies, Trade Associations, Sports Clubs, Trade Union, Professional Bodies)

	3	4
Association
Address 1
Address 2
Town/City
Postcode
Contact
Membership No.

Q40
Jewellery/Other assets – details may be found


1
2
3
4
5
6
7
8
9
10

Q41
Other Details (Not covered by any section above)


1
2
3
4
5
6
7
8
9
10
11
12

If not sole ownership, who else owns it?

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Personal Affairs Checklist

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