Master List Work Sheets

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———  Please Print For Your Convenience  ———

Personal Documents

Your survivors or executor(s) will need the following information upon your death.

  Updated as of ____________________

Description Location Of Information/Documents
Social Security number  
Driver’s license number  
Birth certificate/Adoption papers  
Marriage license and certificate  
Divorce/Separation papers  
Statement of Service (DD Form 214)/
Retirement orders/Last active duty pay statement/ First retired pay statement/VA disability
 
Tax records for current and past years. Include copies of any gift or estate tax returns filed over the last 3 years.  
Passport number  
Tax identification number  
Appraisals for valuables such as jewelry,
furs and musical instruments
 
Diploma  
Other  

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