Final Wishes Planning Guide - americo.com

1 Compliments of:Americo Financial Life and Annuity Insurance CompanyA personal guideFinal WishesPlanning Guide1 ToMyFaMilyandFriendsI 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 decision-making that must be 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 have also provided a detailed list of all legal andfinancial information that will be needed when settling my estate. I hope this somewhat lessens thedifficulties you may face upon my passing. PersonalinForMaTionNameFirst Middle Last Social Security NumberAddress:Street City CountyState/ZIP Phone BirthplaceCity State Date of birth Country OccupationDate retired: Employer Marital Status cMarried cSingle cDivorced cWidowed Spouse s Name Father s Name Birthplace Mother s Name Birthplace If you are a Veteran, please complete this information:Service Number Name of War Branch Rank Date EnlistedDate Discharged Location of original discharge papers 2 NameFirst Middle Last Social Security NumberAddress:Street City CountyState/ZIP Phone BirthplaceCity State Date of birth Country OccupationDate retired: Employer Marital Status cMarried cSingle cDivorced cWidowed Spouse s Name Father s Name Birthplace Mother s Name Birthplace If you are a Veteran, please complete this information.

2 Service Number Name of War Branch Rank Date EnlistedDate Discharged Location of original discharge papers FuneralrequesTsFuneral DirectorName: Address PhoneI want my funeral to becPublic cPrivateFuneral Home Name Address PhoneChurch Name Address PhoneClergyman Name Address PhoneParticipating Organizations ( , military or other)3 FuneralrequesTs(cont.)PallbearersName Phone Name Phone Name Phone Name Phone Name Phone Name Phone Special Service RequestsFavorite Hymns/Songs Clothing to be worn Flowers or Arrangements Donations can be made to the following organizations4 FuneralrequesTs(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 purchasedcOtherType of casket:cCloth Covered Casket (moderate cost) cMetal Casket (average selection) cMetal Sealer Casket (finest protection)Mortuary Service usually includes: Charges of first call at hospital or home Preservation and preparation Use of funeral coach/director Automobile for family and pallbearers Use of mortuary chapel for service and musicCemetery Name Address PhoneFlag: cFolded cDraped cNo flagPresented to.

3 5announceMenTsThe following Publications/Newspapers should be notifiedInformation to be contained in the Public AnnouncementSpouse s NameIf deceased, place and date of death Family to be listed (brothers, sisters, children, etc.)Family Member Names (Include Spouses)Relationship Education highlights Date of Marriage Religious, charitable, social, fraternal or lodge affiliations or specialachievements you wish to mention6 FaMilyinForMaTionFather Full Name Address PhoneMother Full Name Address PhoneFather-In-Law Full NameAddress PhoneMother-In-Law Full NameAddress Phone7If differentfrom aboveIf differentfrom aboveFaMilyinForMaTionList children s names (If married, list spouse s name and grandchildren s names)NameAddress PhoneGrandchildren NameAddress PhoneGrandchildren NameAddress PhoneGrandchildren NameAddress PhoneGrandchildren 8noTiFicaTionBy 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 Relationship Address PhoneName Relationship Address PhoneName Relationship Address PhoneName Relationship Address Phone9noTiFicaTion(cont.)

4 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 Relationship Address PhoneName Relationship Address PhoneName Relationship Address PhoneName Relationship Address Phone10 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 it 11legaldocuMenTs(locationofpapersanddocu ments)12 FinancialinForMaTion(recordofchecking/sa vingsaccounts)Checking AccountsInstitution:Account Number Address Institution:Account Number Address Savings AccountsInstitution:Account Number Address Institution:Account Number Address FinancialinForMaTion(recordofcreditcard/ iraaccounts)IRA, CDs, 401(k), or Additional InvestmentsInstitution:Account Number Address Institution:Account Number Address Institution:Account Number AddressInstitution:Account Number AddressCredit CardsInstitution:Account Number Institution:Account Number Institution.

5 Account Number 13legal(recordoflife/healthandaccidental insurancepolicies)Life, Health, and Accidental Insurance PoliciesInstitution Policy Number Agent Beneficiary Institution Policy Number Agent Beneficiary Institution Policy Number Agent Beneficiary Institution Policy Number Agent Beneficiary Record of other important documentsDocumentLocationDocumentLocatio n14sPecialThoughTsi WouldlikeToshareWiThMyFaMily1516addiTion alinForMaTionaddiTionalinForMaTion17 Americo Financial Life and Annuity Insurance CompanyHome Office: Dallas, TexasAdministrative Office: PO BOX 410288, Kansas City, MO 64141-0288 07-157-1 (11/08) AmericoA personal gui