What My Family Should Know READY REFERENCE:
A
Family Do%to&
S)e%iali't Do%to& (i any!
C
*a+ Con'ultant
D
,n'u&an%e A-ent
E
Sto%. &o.e&
Mobile / Phone (Sel! : Name $i%e add&e''
# Re'iden%e add&e''
D$CMEN*S DE*A,0S:
Numbe& A
Pa'')o&t
D&i1in- li%en'e
C
C&edit Ca&d' / A*M Ca&d'
D
Club Membe&'hi) P&oe''ional $the&'
E
2ehi%le Detail'
F
,n%ome *a+ PAN No#
3
Aadha& Ca&d
A# Pe&'onal Will
# S)ou'e4' Will
C# ,n'u&an%e Poli%ie'
E+)i&y date
Mobile / Conta%t numbe&
D# ,n1e't# Pa)e&'
E# P&o)e&ty Re%o&d'
F# i&th Ce&tii%ate
3# Ma&&ia-e Ce&tii%ate
8# Domi%ile Ce&tii%ate
,# ,m)o&tant A-&eement'
9# $the& ,m)o&tant Pa)e&'
,n'u&an%e 0,C Poli%y Detail' S&# No#
Name/ Nominee
Poli%y No#/,''uin$i%e
5
Nominee
*h&ou-h M&#
6
Nominee
*h&ou-h M&#
Date o la't )ayment Date o Matu&ity
7
Nominee
*h&ou-h M&#
Date o la't )ayment Date o Matu&ity
S&# No#
Name ; *y)e o Poli%y
Poli%y No#/P&e1iou' Poli%y No#
5 Floate& Poli%y
Amt# ,n'u&ed
Amt# ,n'u&ed
,''ue *able Date/Matu&i ty ; *e&m Date Date o la't )ayment Date o Matu&ity
,''ue P&emium Date/Matu&i ty Date
P&emium
Rema&.'
6
2ehi%le ,n'u&an%e Poli%y Detail' S&# No#
Name/2ehi%le
5
Re-# No# Model Name ; No# En-ine No# Cha''i' No# M- Y&# CC Nominee A-ent Name ; Mobile No#
Poli%y No#/,''uin$i%e
Amt# ,n'u&ed
,''ue P&emium Date/Matu&i ty Date 2alid till
Amt# ,n'u&ed
,''ue Ri'.' Date/Matu&i ty %o1e&ed Date
Rema&.'
6
7
F,RE / R30ARY ,NSRANCE DE*A,0: S&# Name o the Poli%y No#/ No# P&o)e&ty / Nominee ,''uin- $i%e 5 6 ANK ACC$N*S: an. Name &an%h
*y)e o A%%ount
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Nominee/'
P&emium (R'#!
S)e%imen Si natu&e
F,
F,
Amt# (R'#!
Amt# (R'#!
Due Date
$)# ,n't# Nominee/'
Due Date
$)# ,n't#
Nominee/'
Com)any
No# o Sha&e'
Demat A/%# No#
Demat an. detail'
Demat Statement lo%ation
8eld Sin-ly / 9ointly
0$CKERS an. Name ; &an%h
0o%.e& No#
,n the Name o
an. Name ; &an%h
Code
F1-#
Rent (R'#!
PPF A/%# No#
Rent Renewal Date
Matu&ity Date
Nominee Content'
Nominee/'
Pen'ion A/%# A*M / Debit Ca&d Detail' an. Name ; &an%h
*y)e o A%%ount ; Pen'ion A/%# No#
$)e&atin,n't&u%tion'
Pen'ion Nominee/' Payment $&de& No#
Due Date o& Si-n 0i1e Ce&tii%ate tu&e
5 S&# No# 5 6 7 =
Name
S A/%# No# / an. ; &an%h
A*M / Debit Ca&d No#
,''ue Date
2alid *h&u
C22 No# Re
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C&edit Ca&d Detail' S&# No# 5 6 7 = >
Name
an.4' Name
A*M / C&edit Ca&d No#
2alid F&om
2alid *h&u
C22 No#
Re *
PANCARD Detail' S&# No# 5 6 7 = S&# No#
Name
Name
Fathe&4'/ 8u'band Name
Pa'')o&t No#
,''ue Dt#
PANCARD No#/,''ue Dt#
Conta%t Detail'
,''uinAutho&it
P&e1iou' Pa'')o Detail'
E+)i&y Date
Ele%t&i%ity Detail' S&# No# 5 6
Name
8ou'e Detail'
Mete& No#
Cu'tome& No#
De)o'it R'#
Re
3a' Pi)e 0ine Detail' S&# No#
Name
8ou'e Detail'
Mete& No/Route No
Con'ume& De)o'it No/Khata No# R'#
Rema&.'
Con'ume& No#
,$C Se&ial No#
De)o'it R'#
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De)o'it 00/ &oad and Wi
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5
3a' Cylinde& A-en%y Se&1i%e Detail' S&# No# 5
Name
8ou'e Detail'
SN0 0and 0ine Detail' S&# No#
Name
8ou'e Detail'
Phone No#
D&i1in- 0i%en'e No# / 0i%en%inAutho&it
,''ue Date/CD$,
Cu'tome& ,D/A%%ount No#
5
D&i1in- 0i%en'e Detail' S&# No# 5
Name
2alid Detail' / 2alid F&om
2alid *ill
Rema&.' 3&ou)
6 7 =
Ration Ca&d Detail' S&# No# Name 5 6 7 = S&# Name No# 5 6 7 =
Ration Ca&d No#/,''uin Autho&it
Aadha& Ca&d No#/ En&ollment No#
,''ue Date
,''ue Date
Re
Rema&.'
Ele%tion ,dentity Ca&d Detail' S&# No# 5 6 7 =
Name
Fathe&4'/8u'band4' Name
,dentity Ca&d No#
,''ue Date
8$SE PR$PER*Y: P&o)e&ty Detail ; 'tandinin the name o:
8ow a%ui&ed (,nhe&ited / 0oan! an. 0oan Detail: 0oan Amt# ,n't# Amt# $/'# Amt#
Re-i't&ation No# / Sha&e Ce&tii%ate No#
Nominee i P&o)e&ty any Ca&d No# and 1alid u)to
8ou'e Ne+t Due *a+ (R'#! Date o 8ou'e *a+
,n'# Poli%y No#B Amt# ; Due Date
Ri'./' %o1e&ed
Mo a & Pla Do
8ou'e *a+ Detail': S&# No#
Name
8ou'e Detail'
Cen'u' No#
P&o)e&ty Con't&u%ti ,dentii%a on S# Mt&'# tion No# (P,N!
5 6
,NC$ME *A< Pe&manent A%%ount No#
Wa&d No# and $i%e Add&e''
0a't Retu&n Filed
File No#
Rema&.'
W,00: My will i' e+e%uted on : Co)y o the will i' .e)t at:
P$WER $F A**$RNEY : ! Powe& o Atto&ney e+e%uted o& Wie/Son/$the&' ! My Powe& o Atto&ney i' ! Deed E+e%uted on: ! Detail' .e)t in File No#
MY DE* / 0,A,0,*,ES : (a! , am -ua&anto& o M&# 3i1e %om)lete detail': 5 6 (b! , ha1e bo&&owed &om : (3i1e %om)ete detail'! (%! $the& 0iabilitie'
Compiled by : Mr. R K Chopra, Bank Of Baroda -Apex Training Cenre,andhinagar. Cerified Managemen Trainer of A"MA # $aional Open College $e%ork &$OC$' a leading (K a%arding # a))e))men organi*aion and A++redied Managemen Tea+her, All "ndia Managemen A))o+iaion &A"MA', $e% elhi. & Forwarded to : LIC Customerzone, Gandhinagar by Shri R.K.Chopra.
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