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Master List Work Sheets

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Life Insurance Policies

Designed to protect your family’s financial security, life insurance proceeds can prove helpful as an immediate source of cash. List the names of your beneficiaries and the policy’s owner.

  Updated as of _________________________

Company Policy Number/
Face Value		 Policy Owner Beneficiaries/
Location Of Policy
 Name       
 Address 
 Phone 
 Agent   $ 
 Name       
 Address 
 Phone 
 Agent   $ 

Medical, Dental And Disability Insurance


  Updated as of _________________________

Company Type
Of Policy		 Policy Number Policy
Owner		 Location
Of Policy
 Name         
 Address 
 Phone 
 Agent 
 Name         
 Address 
 Phone 
 Agent 
 Name         
 Address 
 Phone 
 Agent 

Homeowners/Auto/Other Insurance

List your insurance policies. For their benefit, your survivors may want to continue paying the premiums to keep these policies in force.

  Updated as of _________________________

Company Type
Of Policy		 Policy Number Policy
Owner		 Location
Of Policy
 Name         
 Address 
 Phone 
 Agent 
 Name         
 Address 
 Phone 
 Agent 
 Name         
 Address 
 Phone 
 Agent 
 Name         
 Address 
 Phone 
 Agent 
 Name         
 Address 
 Phone 
 Agent 
 Name         
 Address 
 Phone 
 Agent 
Previous Next: Property Ownership/Mortgages/Rentals
Updated Wednesday, January 31, 2007
© The USAA Educational Foundation, 2000 - All rights reserved.