Be Prepared For Emergencies

Transcription

1 Be Prepared For Emergencies You re never ready for a crisis, but you can be prepared. Emergency Checklist Inside G16205-C (03/16)

2 Are you and your family prepared in the event of an unforeseen situation? When you re in a crisis, it s hard to think calmly and clearly about the best course of action. That s why Atrium Financial Associates, LLC. strongly urges you to do the preparation now, when you presumably have time to think. The Best Time To Prepare For An Emergency Is Before It Happens During an emergency, you cannot chance being caught unprepared. There is vital information you may need to have at your fingertips and might not have the time to waste when the unforeseen strikes. This information might include the contact information of trusted advisors and physicians, bank and investment account numbers, life insurance policy or annuity contract numbers, as well as other important emergency contacts and information. Plan and Be Organized Compiling and organizing all of your life s personal and financial information is a must for everyone. This emergency checklist will provide the organization that you and your family need. Take a few moments to complete this information and keep it in a convenient, secure place. Revisit this checklist on an annual basis to help ensure you keep this checklist current and that your family and loved ones are familiar with the information and its location.

3 Self Date: Full legal name: Cell Address: SS#: Driver s License State & # Passport #: Primary Care Physician Name & Health Insurance Plan Name & ID: Medications & Dosage: Employer & Address: Work HR Contact Name & Supervisor Name & Spouse Date: Full legal name: Cell Address: SS#: Driver s License State & # Passport #: Primary Care Physician Name & Health Insurance Plan Name & ID: Medications & Dosage: Employer & Address: Work Emergency Contact List Home Cell Home Cell

4 Children Health Insurance Plan & ID#: School Name & Grade: Children Health Insurance Plan & ID#: School Name & Grade: SS# SS# Children Health Insurance Plan & ID#: School Name & Grade: SS# Other Info Pediatrician Name & Phone #: Dentist Name & Phone #: Daycare Provider Phone #: Pets Veterinarian Name Phone #: Pet Name & Type: Pet Name & Type: Pet Name & Type:

5 Insurance Insurance Company Policy #: Phone #: Life Ins. Policy (1): Life Ins. Policy (2): Disability Carrier Name, Phone & Policy #: Long Term Care Co. Name, Phone & Policy #: Household Insurance Co. Name, Phone # & Agent: Homeowner Policy #: Auto Insurance Carrier Name, Phone #: Other Insurance Info: Financial Financial Professional Phone #: Firm Name & Address: Account 1: Account 2: Account 3: Account 4: Financial Professional Phone #: Firm Name & Address: Account 1: Account 2: Account 3: Account 4: Other Professionals Attorney Name & Phone Number: Tax Professional Name & Number:

6 Bank Bank Branch Address: Phone # Checking #: Savings #: ATM Card #: Loans & Credit Cards Mortgage Info: 2nd Mortgage Home Equity Line: Car Loan: Car Loan: Misc. Loan Acct : Holder: Holder: Holder: Phone #: Phone #: Phone #: Acct #: Acct #: Acct #: Interest %: Interest %: Interest %: Credit Card: Credit Card: Credit Card: Phone #: Phone #: Phone #: Account #: Account #: Account #: Interest %: Interest %: Interest %:

7 In Case of Emergency: Dial 911 Emergency Numbers Local Police Local Fire Department Local Hospital Family Meeting Place Household Emergency Plumber: Electrician: Heating Provider: Telephone Co: Electric Co: Town Hall: AAA/Town: Other: Nearest Neighbors Phone (1): Phone (2): Phone (1): Phone (2):