PERSONAL FINANCIAL DIARY

BEFORE ANYTHING ELSE,

PREPARATION IS THE
KEY TO SUCCESS.
- ALEXANDER GRAHAM BELL

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*

What youll find

in this brochure
2

Personal Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
.... 4
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
....... 2
Personal Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
.........6
Personal Advisors & Important Document Locations. . . . . . . . . . . . . 8
Personal Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . 10
Personal Financial Information & Accounts . . . . . . . . . . . . . . . . . . . . . .
12
Personal Service Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. 14
Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . 16

THIS BOOK BELONGS TO:

Place your photos here.

Compliments of

Intro
You may think that estate planning is only for the very wealthy. But whether or
not you have sizable financial assets, its likely you have possessions that have
significant value to you and those you care aboutyour great grandmothers
china, or the pearls that have been handed down in your family from generation
to generation.

Successful estate planning transfers your assets to your beneficiaries quickly,

with minimal tax consequences. Estate planning can also ensure that family
2

members know how youd like your financial and medical affairs to be handled
if you become incapable of making your own decisions. Naturally, estate
planning raises some emotional issues, but ignoring those issues now could
cost you and your family financially and emotionally. Planning your estate could
be one of the most important things you do for yourself and your family.

The process of estate planning

includes inventorying your assets, talking over important decisions with family members and making a will and/or establishing a
trust. The Personal Financial Diary is a useful tool that will help you take the first step towards building your estate plan by helping
you organize all your important information into one centralized location.

Use the Personal Financial Diary for more than just writing down your financial information. Collect all your important
documents (i.e., passports or insurance policy paperwork) and place them in the folders located throughout the brochure.
Use the blank pages to express yourself and share nostalgia: write anecdotes or paste in pictures. Tell your favorite story of
the first car you owned in the Personal Assets section, put in a picture of you standing proud next to your home. These are
memories that will help bring a sense of closeness to your family when its time for them to review this document.

Once you have an estate plan in place, it is important to remember that like other plans, you need to periodically review your
documents with your tax or legal advisors. Be sure to amend existing plans if your personal situation changes; such as a new job,
the birth of a child or grandchild, a move to another state, or any other major change in your health or financial situation. Also,
make sure that your executors and guardians are still properly chosen. Consider meeting with your family to talk over your estate
plan and Personal Financial Diary. It not only helps you build your estate plan, but could be a valuable asset to your family if you
cannot make financial decisions on your own.

Personal
Information
Place your photos here.

IN TODAYS BUSY LIFE, ITS DIFFICULT TO REMEMBER DETAILS. EVEN THOUGH YOU MAY HAVE TOLD YOUR FAMILY ABOUT PERSONAL
DETAILS, SUCH AS MEDICAL INSURANCE INFORMATION, CHANCES ARE, THEY MAY NOT REMEMBER. HELP SIMPLIFY MATTERS FOR
YOUR FAMILY BY PROVIDING THESE PERTINENT DETAILS ABOUT YOURSELF. BE SURE TO BE AS ACCURATE AS POSSIBLE.

YOUR PERSONAL INFORMATION

Your Name:
Birthday:

Place of Birth:

Maiden Name:
Mothers Maiden Name:
Spouses Name:
Wedding Date / Place:
Childrens Names / Birth Date / Place:

PERSONAL MEDICAL INFORMATION

PERSONAL EMPLOYMENT INFORMATION

Health Care Plan ID#:

Current Employer Name:

Group ID #:

Employer Address:

Blood Type:

Telephone:

Do you have drug allergies?

Hire Date:

Are you a blood donor?

Employee ID#:

Are you an organ donor?

Human Resources Contact:

Military Service Branch:

PERSONAL MEDICAL INFORMATION

Social Security #:
Drivers License # / State:
Visa #:
Passport # / Issuing Country:
Green Card #:

Contact:
Serial # / Rank:
Discharge Date:

Personal
Insurance
Place your photos here

REMEMBER, YOUR LIFE INSURANCE CAN HELP PROTECT YOUR LOVED ONES OR LEAVE A LEGACY IN CASE YOU ARE NO LONGER
THERE. BY PROVIDING THE MOST ACCURATE, UPDATED INFORMATION YOU HAVE ABOUT YOUR INSURANCE POLICIES, YOU CAN HELP
MAKE SURE THAT YOUR FAMILY CAN BENEFIT FROM THE FINANCIAL PLAN YOU SO CAREFULLY BUILT.

LIFE INSURANCE
Life Insurance Company:
Policy #:
Contact Name:

Telephone:

Life Insurance Company:

Policy #:
Contact Name:

Telephone:

HEALTH INSURANCE
Medical Insurance Company:

Policy #:
Contact Name:

Telephone:

Dental Insurance Company:

Policy #:
Contact Name:

Telephone:

OTHER INSURANCE
Disability Insurance Company:
Policy #:
Contact Name:

Telephone:

Long-Term Care Insurance Company:

Policy #:
Contact Name:

Telephone:

Other:
Policy #:
Contact Name:

Telephone:

Personal Advisors
and Important
Document
Locations

PERSONAL ADVISORS CAN HELP ASSIST YOUR

FAMILY MEMBERS WITH HOW YOUD LIKE YOUR
FINANCIAL AND MEDICAL AFFAIRS TO BE HANDLED
IF YOU BECOME INCAPABLE OF MAKING YOUR OWN
DECISIONS. GIVE YOUR FAMILY EASY ACCESS TO
CONTACT THEM. PLEASE FILL IN THE INFORMATION
BELOW AS ACCURATELY AS POSSIBLE. IF AN
ADVISOR CHANGES OVER TIME, BE SURE TO
UPDATE YOUR PERSONAL FINANCIAL DIARY.

ADVISOR
NAME
TELEPHONE #
Executor
Insurance

____
8

____

Lawyer

____

Financial

____

Accountant

____

Stockbroker

____

Banker

____

Employer

____

Landlord

____

Doctor

____

Dentist

____

Other

____

Other

____

Other

____

Personal
Assets

INFORMATION ABOUT ASSETS CAN BE DIFFICULT FOR FAMILIES

TO ACCESS IF SOMETHING WERE TO HAPPEN TO YOU. YOU DONT
WANT TO SEND YOUR FAMILY ON A TREASURE HUNT JUST TO
GATHER TOGETHER ALL YOUR ASSETS. SIMPLIFY THE PROCESS
BY COMPILING ALL YOUR ASSET INFORMATION.

HOMES
Primary Home Address:

10

Vacation/Timeshare Address:

Mortgage Holder:

Mortgage Holder:

Telephone:

Telephone:

Account #:

Account #:

Homeowners Insurance Company:

Homeowners Insurance Company:

Telephone:

Telephone:

Policy #:

Policy #:

Flood Insurance Company:

Flood Insurance Company:

Telephone:

Telephone:

Policy #:

Policy #:

Security Company:

Security Company:

Telephone:

Telephone:

Policy #:

Policy #:

VEHICLES

BOAT

Make/Model/Year:

Make/Model/Year:

License Plate # / State:

Serial #:

Insurance Company:

Motor ID #:

Policy #:

Insurance Company:

Telephone:

Policy #:
Telephone:

Make/Model/Year:

License Plate # / State:

Insurance Company:
Policy #:

OTHER ASSETS

Photo or list goes here

Telephone:
11

My first car was a:

Make/Model/Year:
License Plate # / State:
Insurance Company:
Policy #:
Telephone:

HELP GIVE YOUR FAMILY EVERY ADVANTAGE POSSIBLE.

Personal Financial
Information and
Accounts

12

SHARING INFORMATION ABOUT YOUR BANK ACCOUNTS

AND MUTUAL FUNDS OVER DINNER WITH YOUR FAMILY
MIGHT BE A GOOD WAY TO FAMILIARIZE THEM WITH
YOUR ASSETS. PROVIDING THEM WITH A WRITTEN
RECORD OF YOUR FINANCIAL INFORMATION CAN MAKE
IT EASIER FOR YOUR LOVES ONES TO REFER BACK TO
AND GET A COMPLETE VIEW OF YOUR FINANCES.

Safe Deposit Box

Certificate of Deposit

Bank Name:

Bank Name:

Telephone:

CD #:

Box #:

Maturity Date:

Savings Account

Certificate of Deposit

Bank Name:

Bank Name:

Account #:

CD #:
Maturity Date:

Debit Card

Money Market Account

Bank Name:

Institution Name:

Account #:

Account #:

Checking Account

Money Market Account

Bank Name:

Institution Name:

Account #:

Account #:

Credit Card Company

Annuity

Card #:

Contract #:

Expiration Date:

Insurance Company:

Telephone:

Telephone:

Credit Card Company

Bond

Card #:

Issuer:

Expiration Date:

Maturity Date:

Telephone:

Account #:
Telephone:

Mutual Fund Name

Account #:

Stock Name

Broker:

Account #:

Telephone:

Date Purchased #:
# Shares / $ per Share:

IRA

Broker:

Account #:

Telephone:

Bank Name:
Telephone:
Pension
Administrator Name:
Account #:
Administrator Telephone:
401(k) / 403(b) Plan
Administrator Name:
Account #:
Administrator Telephone:

My retirement party memories

19
3

Personal Service Preferences

FUNERAL AND CEMETARY INSTRUCTIONS

Place of Service:
Type of Service:
Clergyman or Officiant Requested:
Address and Phone Number:
14

Participating Organization (Military, Lodge, Society or Fraternal):

Type of Service (Open or Closed):
Type of Casket (Metal, Wood, Fiberglass, Other):
Casket Color:
Casket Interior Color/Material:
Flag (Yes or No):

Pallbearers:

Music:
Favorite Religious Passage:
Clothing (Purchased or Selected):
Jewelry (Leave on or return to family):
Glasses (Leave on or return to family):
Cemetery Preferences:
Name of Cemetery:
15
Location:
Preferred Form of Interment?

Ground Space

Description of Cemetery Property (If owned):

Location of Ownership Certificate:
Memorial (Bronze, Granite or Other):
Inscription:
Special Instructions:

Mausoleum

Cremation Niche

Lawn Crypt

Notes

16

Memos, messages and memories

Pursuant to IRS Circular 230, MetLife is providing you with the following notification: The information contained
in this document is not intended to (and cannot) be used by anyone to avoid IRS penalties. This document
supports the promotion and marketing of insurance products. You should seek advice based on your
particular circumstances from an independent tax advisor.
MetLife, its agents, and representatives may not give legal or tax advice. Any discussion of taxes herein or related to this
document is for general information purposes only and does not purport to be complete or cover every situation. Tax law
is subject to interpretation and change. Tax results and the appropriateness of any product for any specific taxpayer may vary
depending on the facts and circumstances. You should consult with and rely on your own independent legal and tax advisors
regarding your particular set of facts and circumstances.
Like most insurance policies, MetLifes policies contain charges, limitations, exclusions, termination provisions and terms for
keeping them in force. Contact your financial representative for costs and complete details. January 2013
Insurance Products:
Not A Deposit Not FDIC-Insured Not Insured By Any Federal Government
Agency
Not Guaranteed By Any Bank Or Credit Union May Go Down In Value

Life insurance products are issued by:

MetLife Investors USA Insurance Company
5 Park Plaza, Suite 1900
Irvine, CA 92614

1211-3833
CLVL22927 L1012282919[1014]
2013 METLIFE, INC.

And in New York Only by:

Metropolitan Life Insurance Company
First MetLife Investors Insurance Company
200 Park Avenue
New York, NY 10166
metlife.com