Fillable Legal & Financial Document Checklist Insurance Policies (Florida Department of Financial Services)

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Legal & Financial Document Checklist Insurance Policies (Florida Department of Financial Services)

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Department of Financial Services y 1-877-MY-FL-CFO (1-877-693-5236) y www.myfloridacfo.com
Legal & Financial Document Checklist
Collect the following documents and place a check by each one you have. If you are unsure where to obtain
them, see the list of sources at the end of this list. These documents will assist if you need to file for
government disaster assistance, tax assistance, etc.
Insurance Policies
Call the claims numbers on your insurance policies to verify that the policy numbers are correct. Review your
coverage to be sure that they it is adequate for your current circumstances.
Property Insurance
Rental Insurance
Auto Insurance
Health Insurance
Life Insurance
Other
Financial Information
Bank/Credit Union Statements
Credit/Debit Card Statements
Retirement Accounts (401K, TSP, IRA)
Investment Accounts (Stocks, Bonds, Mutual Funds)
Tax Information
Tax returns from the previous year may be required to apply for new loans and to verify qualification for
incomebased assistance.
Previous Year’s Tax Returns
Property Tax Statement
Personal Property Tax (i.e. Car Tax)
Sources of Income/Assets
Having proof of your income sources will be important if you are confronted with an event that interrupts your
income.
Recent Pay Stubs for All Sources of Income
Government Benefits (e.g. Social Security, Temporary Assistance for Needy Families,
Veterans’)
Alimony Income
Child Support Income
Professional Appraisals of Personal Property
Rewards Accounts (e.g., Frequent Flyer Programs, Hotel Rewards)
Print Checklist
Department of Financial Services y 1-877-MY-FL-CFO (1-877-693-5236) y www.myfloridacfo.com
Special Note About Security Concerns
In addition, electronic payments, credit/debit cards and software programs for taxes and other finances require
a password, PIN (Personal Identification Number) or personal security questions as an extra measure of
protection. It is important to keep these access codes secure. DO NOT include a list of passwords and PINs in
your documents.
Choosing secure passwords is one of the most important things you can do to keep your accounts safe and
avoid the headaches and potential suffering caused by security breaches. Be sure to select a password or PIN
that is something you will be able to remember, but that is NOT something easily associated with you, such as
a birth date, phone number, nickname or other reference someone could easily discover. Never write your
password down or store it in an unencrypted file.
And NEVER give out a password or PIN for any account to anyone, no matter who the person is or claims to
be. No customer service representative, systems administrator or corporate security officer should ever ask
you for your password or PIN. If someone is authorized to access your account, he or she does not need your
password to get access.
Vital Account Information
The following information will be of the most importance immediately after a storm and will help expedite the
filing of claims. Be sure to know what your insurance policies cover. It is a good idea to perform an annual
review of the type and amount of coverage you have, to make sure you are adequately protected in the event
of a loss.
Property Insurance Health Insurance
Company Name: Company Name:
Policy Number: Policy Number:
Phone Number: Phone Number:
Address: Address:
Deductible: Deductible:
Premium Due Date: Premium Due Date:
Rental Insurance Life Insurance
Company Name: Company Name:
Policy Number: Policy Number:
Phone Number: Phone Number:
Address: Address:
Deductible: Deductible:
Premium Due Date: Premium Due Date:
Auto Insurance Other Insurance (Boat, Windstorm, Flood, etc.)
Company Name:
Policy Number:
Phone Number:
Address:
Deductible:
Premium Due Date:
Department of Financial Services y 1-877-MY-FL-CFO (1-877-693-5236) y www.myfloridacfo.com
Checklist Hints
These helpful hints provide direction in identifying the best resources for gathering the documents listed on the
Checklist of Important Legal Documents and Financial Statements.
How to get important documents
You can obtain copies of birth, death, marriage, divorce and adoption certificates from your state health or
social services administrations for a minimal fee.
The IRS says U.S. Citizens who receive income are required to have an SSN. Call your local social security
office for assistance in obtaining new/replacement cards, or refer to the SSN FAQ Web page
http://www.cpsr.org/cpsr/privacy/ssn/ssn.faq.html
for further assistance.
A copy of your passport will expedite obtaining a replacement passport if needed. Information about obtaining
a passport is available at http://travel.state.gov/passport/
.
Information on U.S. Citizenship and Immigration Services is available at
http://uscis.gov/graphics/formsfee/forms/
. Naturalization documents are the only acceptable proof of
citizenship for individuals not born in the United States.
A Will is an extremely helpful document that can help reduce family conflicts, probate, time and expenses
during the stressful time of losing a loved one. A Short Form Will, an uncomplicated will used to give all assets
equally to one or more heirs, can generally be obtained for less than $10. Most financial planners can help you
with this or you can contact your local legal aid offices.
A Power of Attorney is a legal document that authorizes another person to act on your behalf. That person
does not have to be an attorney, just someone you trust to make decisions for you if you cannot make them
yourself. A power of attorney can grant complete authority or can be limited to certain acts and/or for certain
periods of time.
If you need a copy of your mortgage or deed of trust, contact your lending institution. Proof of home ownership
may be required in order to receive federal disaster assistance.
If you do not have your car ownership papers, you should be able to get a reissued vehicle title or registration
from your local Department of Motor Vehicles.
Financial Obligations
Having a record of your financial obligations can be extremely important to demonstrate your discretionary
income and to qualify for income-based assistance following a disaster. If you do not have a lease, having
proof of utility payments is very important to demonstrate residence in the home.
- Mortgage Statement
- Lease
- Utility Bills (Electric, Water, Gas)
- Car Payment
- Student Loan
- Alimony Payments
- Child Support Payments
- Elder Care Facilities
- Other Debt
Department of Financial Services y 1-877-MY-FL-CFO (1-877-693-5236) y www.myfloridacfo.com
Financial Account Information
Name of Institution:
Address:
Phone Number:
Account Number:
Web Site:
Mortgage Information
If your home is mortgages, any insurance claim settlement will be made out to you and the mortgage holder.
You will need to keep the mortgage holder informed of the process and arrange a schedule of release of funds
for repairs.
Name of Institution:
Address:
Phone Number:
Account Number:
Web Site:
Additional Accounts (utility companies, cell phone provider, etc):
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Legal & Financial Document Checklist Insurance Policies (Florida Department of Financial Services)

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Completed 29 July 2020

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