Fillable Your Financial Management Inventory 1 (GreenPath Financial Wellness)

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Your Financial Management Inventory 1 (GreenPath Financial Wellness)

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The Your Financial Management Inventory 1 (GreenPath Financial Wellness) form is 21 pages long and contains:

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Country of origin: US
File type: PDF

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YOUR FINANCIAL
MANAGEMENT
INVENTORY
1 | P a g e
TABLE OF CONTENTS
Make sure to place this document in a safe place. Tell your executor, spouse or trusted representative
where to find it. Please note this document is for your personal use.
Date Completed: / /
I. Login Information …………………………………………………………………………………………………………………. pg. 3
II. Assets
a. Bank/Credit Union Accounts …………………………..…………………………………………………………. pg. 5
b. Investment accounts …………………………..…………………..…………………………………………………. pg. 6
c. Retirement accounts …………………………..…………………………..…………………………………………. pg. 7
III. Monthly Expenses/Liabilities …………………………………………………………………………………………………. pg. 8
IV. Insurance
a. Life insurance ……………………………………………………………………………………………….……..……. pg. 10
b. Health insurance ……………………………………………………………………………………………...…….…. pg. 11
c. Auto insurance ………………………………………………………………………………………………...….……. pg. 12
d. Homeowners insurance ………………….………………………………………………………...………………. pg. 12
e. Additional insurance ………………….……………………………;;;;;……………………………………………. pg. 01
2 | P a g e
Important Information
Company/Provider
Website
Contact Person
Your Username
Financial Institutions
Mortgage(s)/Housing
Utilities (i.e. gas, electric, water, cell phone, cable, internet, etc.)
Insurance (i.e. Auto, life, disability, umbrella, home, long term, etc.)
Medical (Health Savings, Medical Insurance, etc.)
Credit Card (s)
Loan(s)
3 | P a g e
Retirement/Investment Accounts
Travel (Rental Car Agencies, Airlines, etc.)
Other (Phone Apps, Tax Prep Service, Annual Credit Report)
4 | P a g e
Bank/Credit Union Account Information
Bank/Credit Union:
Account Owner:
Account Number:
Contact Person:
Phone #:
Website:
Additional Details:
Bank/Credit Union:
Account Owner:
Account Number:
Contact Person:
Phone #:
Website:
Additional Details:
5 | P a g e
Investment Account Information
Company Name:
Account Owner:
Account Number:
Contact Person:
Phone #:
Website:
Additional Details:
Company Name:
Account Owner:
Account Number:
Contact Person:
Phone #:
Website:
Additional Details:
6 | P a g e
Retirement Account Information
Company Name:
Account Owner:
Account Number:
Contact Person:
Phone #:
Website:
Primary Beneficiary:
Secondary Beneficiary:
Additional Details:
Company Name:
Account Owner:
Account Number:
Contact Person:
Phone #:
Website:
Primary Beneficiary:
Secondary Beneficiary:
Additional Details:
7 | P a g e
Liabilities
(Include Mortgages, Credit Cards, Auto Loans & Educational Loans)
Mortgage Holder:
Account Owner:
Account Number:
Phone #:
Website:
Additional Details:
Company Name:
Account Owner:
Account Number:
Phone #:
Website:
Additional Details:
Company Name:
Account Owner:
Account Number:
Phone #:
Website:
Additional Details:
8 | P a g e
Company Name:
Account Owner:
Account Number:
Phone #:
Website:
Additional Details:
Company Name:
Account Owner:
Account Number:
Phone #:
Website:
Additional Details:
Company Name:
Account Owner:
Account Number:
Phone #:
Website:
Additional Details:
9 | P a g e
Life Insurance Account Information
Company Name:
Policy #:
Owner:
Primary Beneficiary:
Secondary Beneficiary:
Website:
Phone #:
Insured:
Policy Details are kept here:
Company Name:
Policy #:
Owner:
Primary Beneficiary:
Secondary Beneficiary:
Website:
Phone #:
Insured:
Policy Details are kept here:
10 | P a g e
IV. Health/Dental/Vision/Long Term Care Insurance
Secondary Health:
Policy #:
Website:
Phone #:
Insured:
Policy Details are kept here:
Dental Insurance Provider:
Policy #:
Website:
Phone #:
Insured:
Policy Details are kept here:
Prescription Insurance Provider:
Policy #:
Website:
Phone #:
Insured:
Policy Details are kept here:
11 | P a g e
Homeowners Insurance Account Information
Company Name:
Policy #:
Contact Person:
Website:
Phone #:
Insured Property:
Policy Details are kept here:
Auto Owners Insurance Account Information
Company Name:
Policy #:
Contact Person:
Website:
Phone #:
Insured Vehicle:
Policy Details are kept here:
Company Name:
Policy #:
Contact Person:
12 | P a g e
Website:
Phone #:
Insured Vehicle:
Policy Details are kept here:
Company Name:
Policy #:
Contact Person:
Website:
Phone #:
Insured Vehicle:
Policy Details are kept here:
Company Name:
Policy #:
Contact Person:
Website:
Phone #:
Insured Vehicle:
Policy Details are kept here:
13 | P a g e
Additional Insurance Account Information
Company Name:
Policy #:
Contact Person:
Website:
Phone #:
Insured Property:
Policy Details are kept here:
Company Name:
Policy #:
Contact Person:
Website:
Phone #:
Insured Property:
Policy Details are kept here:
Company Name:
Policy #:
Contact Person:
Website:
14 | P a g e
Phone #:
Insured Property:
Policy Details are kept here:
Company Name:
Policy #:
Contact Person:
Website:
Phone #:
Insured Property:
Policy Details are kept here:
15 | P a g e
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Your Financial Management Inventory 1 (GreenPath Financial Wellness)

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Completed 16 June 2021

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