Asset Inventory - A Modern Approach To Investing &
Asset Inventory
No matter what yoursituation, your first steptoward getting yourestate plan started is toassemble key pieces ofinformation about yourpersonal circumstances,assets, and debts.This worksheet will help you: Create a consolidated view of all the important detailsabout your estate. Make things much easier for those who will be taskedwith handling your affairs someday. Clarify your thinking about how you want thingshandled after you’re gone. Give your estate planning attorney a head start onassessing your situation and preparing your plan.Things to keep in mind: Try to complete as much of the inventory as possible.If necessary, you can come back and complete anymissing information later. If you’re completing this inventory as a couple, and youboth have significant separate property, it may besimpler to prepare two inventories using a photocopyof this worksheet. If there’s not enough space on the inventory to list allyour assets, just attach additional sheets as necessary. Keep a copy of this inventory in a safe place and tellsomeone you trust where to find it.
Asset Inventory: Family and Beneficiary InformationBackground InformationFull Name:FirstMiddleMarital Status: Check all that apply.MarriedDomestic partnerUnmarriedDo you have children?Provisions you’re considering for beneficiaries:Spouse not a U.S. citizenMarried previouslySpouse married previouslyYesLastNoIf yes: Check all that apply.Minor childrenHave you formally identified a legal guardian?Name:Adopted childrenChildren from a previous marriageSpouse has children from a previous marriageChildren with special needsCheck all that apply.Gifting program during my lifetimeAdditional life insuranceA significant charitable contribution duringmy lifetimeA significant charitable contribution after my deathI’ve named a person to act as legal representativein the event of my incapacity (a Durable Power ofAttorney/Health Care Power of Attorney).Name:I’ve named a person or entity to administer myestate after my death (an executor or personalrepresentative).Name:Provisions for a business you own: Check one.I have a written business succession plan.I wish to have the business liquidated aftermy death.I’ve named a person or entity to manage my trustin the event of my incapacity or at my death(a successor trustee).Name:Additional information: Check all that apply.A significant inheritance is likely for me, my spouse,or my beneficiaries.Family and Other Beneficiary InformationFull Name and Contact Info.Date of BirthSocial Security No.RelationshipNotesAsset Inventory 1
Asset InventoryBank AccountsBank Contact Info.Titling 1Account No. and TypeBeneficiaryFair Market ValueTotal Bank AccountsBrokerage AccountsBrokerage Firm Contact Info.Titling 1Account No.BeneficiaryFair Market ValueTotal Brokerage AccountsSecurities in Certificate FormName of Stock, Bond, etc.Titling 1CUSIP No.2Number of SharesFair Market ValueTotal Securities in Certificate FormIndividual Retirement AccountsInvestment Firm Contact Info.Type 3 and Account No.Account OwnerBeneficiaryFair Market ValueTotal Individual Retirement Accounts123Titling abbreviations: IND for individual, JTWROS for joint tenancy with rights of survivorship, TE for tenancy by the entirety, CP for community property, CPWROS for community property withrights of survivorship, and TC for tenants in common.CUSIP No.: This is the standardized identification number assigned to issues of stocks and bonds and is usually found on the certificate near the number of shares.Individual retirement account types include IRAs, Roth IRAs, and Rollover IRAs.2 Asset Inventory
Asset InventoryDigital AssetsName of accounts (Yahoo, Gmail, iTunes, iCloud, Bill Pay, Medical Records etc.)User IDPasswordTotal Digital Asset AccountsEmployer-Sponsored Retirement Plans and Retirement BenefitsTypeEmployer-Sponsored PlansEmployer Plan Contact Info.Account No.ParticipantBeneficiaryValue4Employer-Sponsored Plans 4Employee Stock OptionDeferred CompensationPension/Profit-SharingVeterans/Govt. BenefitsTotal Employer-Sponsored Retirement Plans and Retirement BenefitsHealth Savings AccountTypeEmployer Plan Contact Info.Account No.ParticipantBeneficiaryValueEmployer Plan Contact Info.Account No.ParticipantBeneficiaryValueAnnuities / PensionsType4Employer-sponsored retirement plans include 401(k), SEP, SIMPLE, 403(b) and 457 plans, and others.Asset Inventory 3
Asset InventoryReal EstateType of Property and LocationTitling 1Fair Market ValueMortgage AmountValue(Net of Mortgage)Total Real EstateSafe Deposit BoxBank Contact Info.Box No.ContentsExecutorLocation of KeyPersonal PropertyTypeTitling 1DescriptionFair Market ValueAutoAutoHome FurnishingsCollectiblesJewelryOtherTotal Personal PropertyInsuranceInsurance Firm Contact Info.Policy No./Type 5Policy OwnerBeneficiaryLoans on otal Insurance: Net Face Amount5Insurance policy types include GRP for group term, INT for individual term, WHL for individual whole life (cash value), and SWL for survivorship (second to die).4 Asset InventoryNet (of Loans)Face Amount
Asset InventoryUnsecured DebtsLender Contact Info.Type 6Balance OutstandingTotal Unsecured DebtsDebt Owed to YouBorrowerContact Info.NotesBalance OutstandingTotal Debt Owed to YouBusiness InterestsBusiness Contact Info.Titling 1Ownership %Entity Type 7Fair Market ValueTotal Business InterestsTotal Net Estate Value67Unsecured debt types include credit cards, personal lines of credit, etc.Entity types include SOLE for sole proprietorship, PART for partnerships, SUB C for “regular” corporations, SUB S for subchapter S corporations, LLC for limited liability companies,and LLP for limited liability partnerships.Asset Inventory 5
Brokerage and insurance products: Are not deposits Are not FDIC-insured Are not insured by anyfederal government agency Are not guaranteed by the bank or any affiliate of the bank May lose value 2019 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.IAN (0719-9K06) MKT28037-07 (06/19)00231413
4 Employer-sponsored retirement plans include 401(k), SEP, SIMPLE, 403(b) and 457 plans, and others. Employer-Sponsored Retirement Plans and Retirement Benefits Type Employer Plan Contact Info. Account No. Participant Beneficiary Value Employer-Sponsored Plans4 Employer-Sponsored Plans4 Emplo
Asset Keeper Pro - Fixed Asset Cycle Asset Keeper Pro - Fixed Asset Cycle Page 5. Fixed Asset Cycle: Building your own Fixed Asset Cycle If you would prefer to add your own steps to the Fixed Asset Cycle because you are unsure of the procedure that you currently use, you can use the Add Step button. This provides a very quick method
Inventory Approver and an Inventory Administrator has reviewed it and marked it to be posted to the core AM tables. In Process: The inventory transaction is being posted. Posted: Inventory Code and asset information updates have been posted to the core AM tables. PS 1.Use the Inventory Status field to approve or reject an inventory .
Fixed Asset Workflow Training Inventory Asset Mass Transfer Request Form - Silver Tags Inventory Assets An inventory asset has a value of over 1,000 and a silver inventory tag. Assistance If assistance is required to complete the Fixed Assets in Jagnet or Banner Workflow, please con
Fixed asset history Duplicate asset tag notification FAS Asset Inventory is designed to meet the number of assets of your organization: FAS 100 Asset Inventory Stand-alone or multiple network user seats Designed for entities with fewer assets FAS 500 Asset Inventory Faster processing times with Microsoft SQL Server .
Oct 08, 2010 · 01380 Debit Card Dept'l Asset 01390 ACH Refunds Asset 01400 General Asset 01410 Postage Asset . 01520 Inv Rutgers U. Press Asset 01540 Inv Physical Plant Asset 01560 Inventory Other Asset . 04110 Gifts & Beq Alumni Revenue 04120 Gifts & Beq Corp. Revenue 04130 Gifts & Beq Found. Revenue
A Practical Guide to SAP . 9.1 Introduction to asset accounting 181 9.2 Structure and methodolgy 183 9.3 Different methods of asset acquisition 184 9.4 Asset master record 185 9.5 Asset acquisitions 190 9.6 Retirements with customer 199 9.7 Asset value adjustments 202 9.8 Reverse asset posting 207 9.9 Asset transfers 208 9.10 Depreciation and closing tasks 211 9.11 Asset drill down and .
19.Preferred Teaching Approach Inventory 20.Principles of Adult Learning Scale 21.Teacher BehaviorPreferences Survey 22.Teaching Goals Inventory 23.Teaching Methods Inventory 24.Trainer Style Inventory 25.Training Style Inventory 26.Trainer Type Inventory 27.Effective Teacher Inventory 28.Clinical Teacher Characteristics Instrument 29 .
Balance sheet Inventory Cost / Unit Inventory Value x Holding Cost Inventory Turns Inventory Value Inventory Turns Wal Mart Stores Inc. Kmart Corp. . Restaurant; High Tech; Inventory decisions 1 Christmas Tree Problem 100 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28
