When it comes to handling life s emergencies, we re with you every step of the way. Emergency Checklists Inside
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1 When it comes to handling life s emergencies, we re with you every step of the way Emergency Checklists Inside
2 Are you and your family prepared in the event of an unforeseen situation? When you are in a crisis, it s hard to think calmly and clearly about the best course of action. That s why Manulife Investments along with your financial advisor urge you to take the opportunity to write down the important information you and your family may need during a time of crisis. By taking a moment now, you could save you and your family considerable stress and frustration at a time when this information is needed the most. THIS BOOKLET IS DESIGNED TO ADDRESS TWO TYPES OF EMERGENCIES: PERSONAL AND FINANCIAL Advance preparation for personal emergencies means knowing the names and phone numbers of people to contact, medications and dosages, allergies, medical insurance coverage, daycare providers, children s teachers, veterinarians, etc. Financial emergency preparation includes knowing account information like bank accounts, investment accounts, mortgages, loans and credit cards; and also the right people to call for the situation at hand financial advisor, insurance agent, lawyer, accountant, etc. WE RE HERE TO HELP MAKE IT EASIER FOR YOU In an emergency you might need to know some of this information and may not have time to think or time to waste. That s why we recommend you set aside 30 minutes to complete this brief information overview today and save yourself a few headaches at some point down the road. Make sure you keep it up to date and that it is placed where members of your family can easily access it.
3 Personal Emergency Checklist Date:... SELF Full legal name... Cell phone... Address... Birth date... SIN #... Driver s license #... Passport #... Provincial health plan name... ID #... Employer health plan name... ID #... Blood type... Allergies... Medications and dosages Primary care physician name... Phone... Dentist name... Phone... Specialist name, address... Phone... Employer name, address... Work phone... Supervisor name... Phone... SPOUSE Full legal name... Cell phone... Address... Birth date... SIN #... Driver s license #... Passport #... Provincial health plan name... ID #... Employer health plan name... ID #... Blood type... Allergies... Medications and dosages Primary care physician name... Phone... Dentist name... Phone... Specialist name, address... Phone... Employer name, address... Work phone... Supervisor name... Phone... EMERGENCY CONTACT LIST Name... Home phone... Cell phone... Name... Home phone... Cell phone... Name... Home phone... Cell phone...
4 CHILDREN Name... SIN #... Passport #... School name... Grade & Teacher name... Provincial health plan name & ID #... Medications & dosages... Allergies... Blood type... Name... SIN #... Passport #... School name... Grade & Teacher name... Provincial health plan name & ID #... Medications & dosages... Allergies... Blood type... Name... SIN #... Passport #... School name... Grade & Teacher name... Provincial health plan name & ID #... Medications & dosages... Allergies... Blood type... Daycare provider name... Pediatrician name... Dentist name... Specialist name... PETS Veterinarian name, address... Phone... Pet name / type... Special considerations... Pet name / type... Special considerations...
5 Financial Emergency Checklist Date:... INSURANCE PERSONAL Life Insurance policy #... Company... Phone... Term insurance policy #... Company... Phone... Disability policy #... Company... Phone... Long-term care policy #... Company... Phone... Critical illness policy #... Company... Phone... HOUSEHOLD Insurance company name... Agent s name... Phone... Homeowner policy #... Auto policy #... Other policy #... FINANCIAL Financial advisor s name... Phone... Firm name and address... Account #1... Account #2... Account #3... Account #4... Financial advisor s name... Phone... Firm name and address... Account #1... Account #2... Account #3... Account #4... OTHER PROFESSIONALS Lawyer s name... Phone... Firm s name & address... Accountant s name... Phone... Firm s name & address... Executor s name... Phone... Address... Other... Manulife Investments is with you in protecting your privacy. We recommend that this page be removed from the booklet and stored in a safe place.
6 BANK Bank name, address... Phone... Chequing #... Savings #... ATM Card #... Certificates of Deposit... Amount, interest rate, maturity... Bank name, address... Phone... Chequing #... Savings #... ATM Card #... Certificates of Deposit... Amount, interest rate, maturity... LOANS & CREDIT Mortgage holder name... Second mortgage holder name... Home equity loan / line of credit holder name... Car loan firm (1) name... Car loan firm (2) name... Credit card name... Billing address... Phone... Credit card name... Billing address... Phone... Credit card name... Billing address... Phone...
7 Emergency Contact Information IN CASE OF EMERGENCY DIAL 911 EMERGENCY NUMBERS Local police... Local fire department... Local hospital... HOUSEHOLD EMERGENCY Plumber name... Phone... Electrician name... Phone... Heating provider name... Phone... Telephone company name... Phone... Electric company name... Phone... Cable company name... Phone... City hall name... Phone... Poison Information name... Phone... Towing name... Phone... Other... Other... NEAREST NEIGHBOURS Name, address... Phone... Name, address... Phone... Name, address... Phone... GOVERNMENT ORGANIZATIONS GOVERNMENT OF CANADA O-Canada ( ) TTY CANADA PENSION PLAN AND OLD AGE SECURITY TTY DEPARTMENT OF NATIONAL DEFENCE TTY CANADA REVENUE AGENCY (CRA) TTY PRIVACY COMMISSIONER OF CANADA TTY PASSPORT OFFICE TTY
8 Manulife Investments With you when it comes to building and protecting your wealth Manulife Investments is a leading provider of financial and investment solutions for Canadians. We start by trying to look at life from our customers point of view. In close collaboration with financial advisors from across the country, we work to provide a suite of products and services that offer practical investment solutions for a wide range of financial needs. At Manulife Investments, we take our commitment to help enhance our clients lives seriously. A critical part of our philosophy is to apply a highly disciplined approach to managing our customers wealth. Manulife Investments benefits from strong Canadian roots and the growing global presence of Manulife Financial. We also understand that your financial needs will change over the years. That s why we ve taken the time to build a suite of products and services ranging from wealth accumulation and protection, to generating guaranteed income for life. By offering Canadians a competitive suite of investment products and services, backed with a commitment to exceptional customer service, Manulife Investments aims to be with you every step of the way. Manulife Investments is the brand name identifying the personal wealth management lines of business offered by Manulife Financial and its subsidiaries in Canada. As one of Canada s largest integrated financial services providers, Manulife Investments offers a variety of products and services including: segregated funds, mutual funds, annuities and guaranteed interest contracts. Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation. MK1984E 07/06 TMK410E
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