Follow these steps to complete this personal records document and keep your information organized and up to date.
Step 1: Gather Your Personal Identification
Record your full legal name, date of birth, Social Security number, and driver's license number. Add your current mailing address and phone numbers. Include contact details for your primary physician, attorney, and financial advisor.
Step 2: Complete the Medical Section
List all current medications, allergies, and known medical conditions. Include your blood type, health insurance provider, and policy number. Record the phone numbers of your doctors and specialists. Use the AARP medical record form alongside this document for a more detailed health history.
Step 3: Document Your Financial Accounts
Enter bank account numbers, retirement plans, investment accounts, and credit card details. Record the location of any safe-deposit boxes and the names of all financial institutions. List your life insurance policies and their beneficiaries.
Step 4: Record Legal and Estate Information
List your will, living trust, and the contact details of your estate attorney. Include beneficiary designations and any advance health care directives. Pair this document with a general power of attorney to ensure someone can act on your behalf when needed.
Step 5: Add Emergency Contacts and Final Wishes
Record at least three emergency contacts with their phone numbers and relationships to you. The final pages include space for funeral preferences and digital account information. Keep an adult emergency form nearby for quick access during a crisis.
How to Store and Update Your Records
Store the completed form in a fireproof safe or a secure filing cabinet. Tell a trusted family member or your attorney where it is kept. Review and update the form at least once a year or after major life events such as a marriage, divorce, or a move.