WHAT
MY
FAMILY
SHOULD
KNOW?
YOGESH G VYAS
MOTORMAN
MY FAMILY SHOULD KNOW
Ready Reference: Mobile / Phone (Self):
Residence Mobile / Contact
Name Office Address
Address Number
Family Doctor
Specialist Doctor
(if any)
Tax Consultant
Insurance Agent
Stock Broker
Document Details:
Name Number Expiry Date
Passport
Driving License
Credit Card/
ATM Cards
Club Membership
Professional
Others
Vehicle Details
Income Tax PAN No.
Aadhar Card
MY FAMILY SHOULD KNOW
location of important documents:
Personal Will
Spouse’s Will
Insurance Policies
Invest. Papers
Property Records
Birth Certificate
Marriage Certificate
Domicile Certificate
Important Agreements
Other Important Papers
YOGESH G VYAS
MOTORMAN
insurance - Lic policy details:
Name/ Policy No./ Amt. Issue Date/ Table
Premium Remarks
Nominee Issuing office Insured Maturity Date & Term
Date of Last Payment
Nominee - Through Mr.
Date of Maturity
Date of Last Payment
Nominee - Through Mr.
Date of Maturity
Date of Last Payment
Nominee - Through Mr. Date of Maturity
MY FAMILY SHOULD KNOW
Medi claim policy details:
Policy No./ Issue Date/
Sr. Name & Type of Amt.
Previous Maturity Premium Remarks
No. Policy Insured
Policy No. Date
1 Floater Policy
Vehicle insurance policy details:
Issue Date/
Sr. Policy No./ Issuing Amt.
Name/Vehicle Maturity Premium Remarks
No. Office Insured
Date
Reg. No.
Model Name & No.
Engine No.
Chassis No.
1 Mfg yr. Valid till
cc-
Nominee-
Agent Name
& Mobile Name
Fire / burglary insurance details:
Name of the Policy No./ Issue Date/
Sr. Amt. Risks Premium
Property / Issuing Maturity Remarks
No. Insured Covered (Rs.)
Nominee Office Date
2
MY FAMILY SHOULD KNOW
Bank accounts
Type of Operating Specimen
Bank Name Branch Nominee/s
Account Instructions Signature
Fixed deposit / recurring deposit / Company deposit
Bank/ Type of
Date Loan/
Company Dep. FDR Amt. Due Op. Specimen
of Fvg. Nominees/s OD
Name & (SDR/ No. (Rs.) Date Inst. Signature
Dep. availed
Branch FDR/RD)
MY FAMILY SHOULD KNOW
shares / unity / debentures / bonds
Demat
No. of Demat Bank Held singly
Company Demat A/c No. Statement
Shares details / Jointly
location
YOGESH G VYAS MOTORMAN
lockers -CLI-CCG
In the Rent
Bank/ Name Locker Rent
Name Code Renewal Nominee Contents
& Branch No. (Rs.)
of Date
MY FAMILY SHOULD KNOW
Public provident fund (ppf)
Bank Name & Branch Fvg, PPF A/c No. Maturity Date Nominee/s
Pension a/c.
Type of Account Pension Due Date
Bank Name Operating
& Pension A/c Payment Nominee/s for Live Signature
& Branch Instructions
No. Order No. Certificate
atm / Debit card details
SB A/c. No. /
Sr. ATM / Debit Issue CVV
Name Bank & Valid Thru Remarks
No. Card No. Date No.
Branch
1
2
3
4
5
6
Credit card details
Sr. ATM / Debit Valid CVV Remarks
Name Bank’s Name Valid Thru
No. Card No. From No. / T-Pin
1
5
MY FAMILY SHOULD KNOW
Pan card details
Sr. Father’s / Husband PANCARD No./ Contact
Name
No. Name Issue Date Details
1
2
3
4
Passport Details
Sr. Issue Expiry Issuing Previous Passport
Name Passport No.
No. Date Date Authority Details
1
2
3
4
electricity Details
Sr. House Meter
Name Customer No. Deposit Rs. Remarks
No. Details No.
1
2
Gas pipe line Details
Sr. House Meter No./ Customer No./
Name Deposit Rs. Remarks
No. Details Route No. Khata No.
1
Gas cylinder agency service Details
Sr. House IOC
Name Customer No. Deposit Rs. Remarks
No. Details Serial No.
1
MY FAMILY SHOULD KNOW
land line details
Sr. House Phone Customer ID / Deposit LL/ Broad
Name Remarks
No. Details No. Account No. Band Wifi FI Rs.
1
Driving License Details
Sr. Driving License No./ Issue Date/ Valid Valid Remarks /
Name
No. Licensing Authority CDOI From Till Blood Group
Ration card details
Sr. Ration Card No./
Name Issue Date Remarks
No. Issuing Authority
1
2
aAdhar card - UID Details
Sr. Aadhar Card No./
Name Issue Date Remarks
No. Enrollment No.
1
2
4
MY FAMILY SHOULD KNOW
Election identity Card - details
Sr. Father’s/ Husband Identity Card
Name Issue Date
No. Name No.
1
2
3
4
House Property
How
Acquired
Prope Next Inst. Mortgage
Property (Inherited / Registrati-
-rty Due Policy with Bank
Detail & Loan) on No./ Nomi- House
Card Date No., Risk/s Name &
Standing Bank Loan Share nee if Tax
No. & of Amt. & Covered Branch /
in the Detail: Certificate any (Rs.)
Valid House Due Place of
name of: Loan Amt. No.
upon Tax Date Docs.
Inst. Amt.
O/s . Amt.
House Tax Details
Sr. House Census Property Construction
Name Remarks
No. Details No. Identification No. Sq. Mtrs.
1
2
Income Tax
Permanent Account Ward No. & Office
Last Return Filed File No.
No. address
MY FAMILY SHOULD KNOW
Will
My will is executed on: ..................................................
Copy of the will is kept at: .............................................
Power of attorny
Power of Attorney executed for wife/Son/Others
My Power of Attorney is
Deed Executed on
Details kept in File No.
My Debt / liabilities
I am guarantor of Mr.
Give Complete Details:
1.
2.
I have borrowed from:
(Give Complete Details)
Other Liabilities
YOGESH G VYAS MOTORMAN
-CLI-CCG
