Caregiver Checklist

Caregiver Checklist Protect this information by storing it in a safe place.Caregiver Checklist Protect this information by storing it in a safe place.

Records & Documents y n Location

Savings Accounts Checking Accounts Credit Cards IRA’s CD’s Stocks/Bonds Mutual Funds Home Owner Insurance Car Insurance Life Insurance Long-Term Care Insurance Other Insurance Real Estate Mortgages Deed to House Car Title Tax Records Health Care Records Birth Certificate Marriage Certificate Will Power of Attorney Advanced Directives/POLST Safety Deposit Box Valuable Objects

Caregiver checklist sponsored by Retirement Connection.