Final Wishes Planning Guide - Americo
Final WishesPlanning GuideA personal guideCompliments of:Americo Financial Life and Annuity Insurance Company
To My FaMily and FriendsI am aware of the emotional upset one mayexperience at a time such as this. So that I may spareyou any additional unrest, I have prepared thisbooklet to help you with the planning and decisionmaking that must be done.Within these pages I have outlined my final wishes. Ihave specified the arrangements that should be madeand provided a list of those who should be informedof my passing.I have also provided a detailed list of all legal andfinancial information that will be needed whensettling my estate. I hope this somewhat lessens thedifficulties you may face upon my passing.1
Personal inForMaTionNameFirstMiddleLastSocial Security laceCityDate of birthStateCountryOccupationEmployerDate retired:Marital Status c Married c Single c Divorced c WidowedSpouse’s NameFather’s NameBirthplaceMother’s NameBirthplaceIf you are a Veteran, please complete this information:Service NumberName of WarBranchRankDate EnlistedDate DischargedLocation of original discharge papers2
Funeral requesTsFuneral DirectorName:AddressPhoneI want my funeral to be c Public c PrivateFuneral nNameAddressPhoneParticipating Organizations (i.e., military or other)3
Funeral requesTs honeNamePhoneNamePhoneSpecial Service RequestsFavorite Hymns/SongsClothing to be wornFlowers or ArrangementsDonations can be made to the following organizations4
Funeral requesTs (cont.)I expect expenses for a casket and Mortuary Service to totalapproximately and to consist of a:I would prefer: c Earth Burial c Cremation/Inurnmentc Mausoleum/Entombmentc Plot already purchasedc OtherType of casket:c Cloth Covered Casket (moderate cost)c Metal Casket (average selection)c Metal Sealer Casket (finest protection)Mortuary Service usually includes:î Charges of first call at hospital or homeî Preservation and preparationî Use of funeral coach/directorî Automobile for family and pallbearersî Use of mortuary chapel for service and musicCemeteryNameAddressPhoneFlag: c Folded c Draped c No flagPresented to:5
announceMenTsThe following Publications/Newspapers should be notifiedInformation to be contained in the Public AnnouncementSpouse’s NameIf deceased, place and date of deathFamily to be listed (brothers, sisters, children, etc.)Family Member Names (Include Spouses)RelationshipEducation highlightsDate of MarriageReligious, charitable, social, fraternal or lodge affiliations or specialachievements you wish to mention6
FaMily inForMaTionFatherFull NameAddressPhoneMotherFull NameAddressIf differentfrom abovePhoneFather-In-LawFull NameAddressPhoneMother-In-LawFull NameAddressIf differentfrom abovePhone7
FaMily inForMaTionList children’s names (If married, list spouse’s name andgrandchildren’s ressPhoneGrandchildren8
noTiFicaTionBy providing the names and addresses of people who are significant in mylife, I would like to ensure that these people will be notified of my onshipAddressPhone9
noTiFicaTion (cont.)By providing the names and addresses of people who are significant in mylife, I would like to ensure that these people will be notified of my onshipAddressPhone10
legal docuMenTs(location of papers and documents)Name of Estate ExecutorLast Will and TestamentBirth CertificateMarriage CertificateStock CertificatesBond CertificatesMilitary RecordsPassportTrust Fund InformationInsurance DocumentsAutomobile Insurance DocumentsHome Owners Insurance DocumentsMortgage PapersDeed to HouseCar Title or loansCitizenship Papers (if applicable)Income Tax InformationPasswords/PIN NumbersSafe Deposit Box Location(s) and Persons with access to it11
Financial inForMaTion(record of checking/savings accounts)Checking AccountsInstitution:Account NumberAddressInstitution:Account NumberAddressSavings AccountsInstitution:Account NumberAddressInstitution:Account NumberAddress12
Financial inForMaTion(record of credit card/ira accounts)IRA, CDs, 401(k), or Additional InvestmentsInstitution:Account NumberAddressInstitution:Account NumberAddressInstitution:Account NumberAddressInstitution:Account NumberAddressCredit CardsInstitution:Account NumberInstitution:Account NumberInstitution:Account Number13
legal(record of life/health and accidental insurance policies)Life, Health, and Accidental Insurance PoliciesInstitutionPolicy NumberAgentBeneficiaryInstitutionPolicy NumberAgentBeneficiaryInstitutionPolicy NumberAgentBeneficiaryInstitutionPolicy NumberAgentBeneficiaryRecord of other important documentsDocumentLocationDocumentLocation14
sPecial ThoughTs i Would like Toshare WiTh My FaMily15
addiTional inForMaTion16
addiTional inForMaTion17
Americo Financial Life and Annuity Insurance CompanyHome Office: Dallas, TexasAdministrative Office: PO BOX 410288, Kansas City, MO 64141-028807-157-1 (11/08) Americo
Funeral requesTs (cont.) I expect expenses for a casket and Mortuary Service to total approximately and to consist of a: I would prefer: cEarth Burial cCremation/Inurnment cMausoleum/Entombment cPlot already purchased cOther Type of casket: cCloth Covered Casket (moderate cost) cMetal Casket (av
Annuity Insurance Company Administrative Services— Legacy Exclusive Americo Business PO Box 410288 Kansas City, MO 64141-0288 300 W. 11th Street Kansas City, MO 64105-1618 www.legacynet.com E-Mail: General status requests/New Business requirements: agent.services@americo.com Policyholder Services: customer.service@americo.com
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Best Wishes Dr. Claudia Douglass We would like to extend our sincere appreciation and well wishes to Dr. Claudia Douglass, who served on the Isabella County Commission on Aging Advisory Board from 2001-2018. Claudia, we are so grateful for your leadership and support throughout the years, and we wish
A graduate student who wishes to enroll in an undergraduate course for graduate credit A graduate student who wishes to enroll in a law, medical, or business course for graduate credit A law or medical student who wishes to enroll in a graduate level course for gradu
of duration is called Aggregate Planning as obvious from the following diagram. Planning process Long range planning ( strategic planning)(for 1-5 years of duration) Intermediate range planning ( aggregate planning)(for 3-12 months) Short term planning (for scheduling and planning for day to day shop floor activities). (for 1-90 days)
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