Last Updated
Personal Document Locator
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Please Keep in a Secure Location
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This form is not intended for legal or KPERS purposes. Please do not send this form to
KPERS. It is provided as a courtesy to our members, and is intended to be a helpful tool for
use at home to organize your financial and personal records. For more information on using
this locator, see page 4.
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Part A Personal Information
1. Social Security Number: ______-____-______
2.
Name: _______________________________________
3. Residence: ____________________________
4.
City, State, Zip: ________________________________
5. Date of Birth: ___________________________
6.
Place of Birth: _________________________________
Part B Location Key Name the locations where you keep your documents. These location numbers are repeated
in the middle column on the next pages. Circle the number for the correct location next to each item.
Location 1: __________________________________________________________________________________________
Location 2: __________________________________________________________________________________________
Location 3: __________________________________________________________________________________________
Location 4: __________________________________________________________________________________________
Part C Personal Advisors and Contacts
Insurance Agent: ______________________________________ Company: _____________________________________
Address: _________________________________________ Phone Number: _____________________________________
Insurance Agent: ______________________________________ Company: _____________________________________
Address: _________________________________________ Phone Number: _____________________________________
Tax Preparer: ____________________________________________ Firm: _____________________________________
Address: _________________________________________ Phone Number: _____________________________________
Attorney: ________________________________________________ Firm: _____________________________________
Address: _________________________________________ Phone Number: _____________________________________
Physician: ______________________________________________ Office: _____________________________________
Address: _________________________________________ Phone Number: _____________________________________
Financial Advisor: _____________________________________ Company: _____________________________________
Address: _________________________________________ Phone Number: _____________________________________
Clergy: ________________________________________________ Church: _____________________________________
Address: _________________________________________ Phone Number: _____________________________________
Other: ________________________________________________ Location: _____________________________________
Address: _________________________________________ Phone Number: _____________________________________
Other: ________________________________________________ Location: _____________________________________
Address: _________________________________________ Phone Number: _____________________________________
Other: ________________________________________________ Location: _____________________________________
Address: _________________________________________ Phone Number: _____________________________________
Other: ________________________________________________ Location: _____________________________________
Address: _________________________________________ Phone Number: _____________________________________
Part D Important Documents
Document
Location (from Part B)
Other information/ Who to contact
My Will (original)
1 2 3 4 ______________
___________________________________
Spouses Will
1 2 3 4 ______________
___________________________________
Trust Agreements
1 2 3 4 ______________
___________________________________
Power of Attorney
1 2 3 4 ______________
___________________________________
Living Will/Medical POA
1 2 3 4 ______________
___________________________________
Birth Certificate
1 2 3 4 ______________
___________________________________
Social Security Card
1 2 3 4 ______________
___________________________________
Marriage Certificate
1 2 3 4 ______________
___________________________________
Divorce/Separation Papers
1 2 3 4 ______________
___________________________________
Adoption Papers
1 2 3 4 ______________
___________________________________
Military Papers
1 2 3 4 ______________
___________________________________
Family Death Certificates
1 2 3 4 ______________
___________________________________
Employment Record
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
Vehicle Titles
1 2 3 4 ______________
___________________________________
Property Deeds
1 2 3 4 ______________
___________________________________
Safe Deposit Box/Keys
1 2 3 4 ______________
___________________________________
Appraisals
1 2 3 4 ______________
___________________________________
Safe Combination
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
Bank Accounts
1 2 3 4 ______________
___________________________________
Credit Card Accounts
1 2 3 4 ______________
___________________________________
Home and Property Loans
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
Personal Papers
Property Papers
Financial Papers
Document
Location (from Part B)
Other information/Who to contact
Home
1 2 3 4 ______________
___________________________________
Health
1 2 3 4 ______________
___________________________________
Vehicle
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
KPERS Benefit Information
1 2 3 4 ______________
___________________________________
IRAs, 401(k), 457, 403(b)
1 2 3 4 ______________
___________________________________
Life Insurance
1 2 3 4 ______________
___________________________________
Social Security
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
Important Keys
1 2 3 4 ______________
___________________________________
Antiques and Heirlooms
1 2 3 4 ______________
___________________________________
Jewelry
1 2 3 4 ______________
___________________________________
Cash
1 2 3 4 ______________
___________________________________
Funeral Arrangements
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
________________________
1 2 3 4 ______________
___________________________________
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1 2 3 4 ______________
___________________________________
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1 2 3 4 ______________
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1 2 3 4 ______________
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1 2 3 4 ______________
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1 2 3 4 ______________
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1 2 3 4 ______________
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1 2 3 4 ______________
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1 2 3 4 ______________
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________________________
1 2 3 4 ______________
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________________________
1 2 3 4 ______________
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________________________
1 2 3 4 ______________
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________________________
1 2 3 4 ______________
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________________________
1 2 3 4 ______________
___________________________________
Insurance Policies
Retirement and Life Insurance
Other
Financial Affairs: Organizing for the Unexpected
John and Dianne spend their winters in Arizona after retiring. John lost his wallet one day while golfing. He thought the phone
numbers to cancel his credit cards were in a desk drawer at their Kansas residence. A phone call to his son initiated an hour-long
search before the documents were finally located in a closet.
After her husband died of a heart attack, Ann was overwhelmed with the sudden responsibility of managing the familys money and
household business. Jim had always taken care of the mortgage, life and medical insurance, and his pension. On top of her grieving
and the funeral arrangements, she simply didnt know where he kept important documents, what bills needed to be paid, or how to
receive survivor benefits from Jims retirement.
Each of these scenarios are purely fictional, but are entirely possible. An important part of planning for future events is coordinating your financial affairs with a trusted loved one. Conducting normal business or handling unexpected situations can be much
simpler if you plan ahead. Organizing your personal and financial records is the first step. This can also be useful for budgeting and
making investment decisions during retirement and later, in planning your estate.
Make a list of important documents and valuables
Develop your own personal record that lists the locations of your important documents, policies, contacts and property. This can
be an important tool to you, your family or power of attorney, and eventually, the executor of your estate. For a helpful form to get
you started, fill out this printable Document Locator.
Educate your spouse or beneficiary about KPERS
Your spouse or beneficiary should know your retirement benefits as well as you do. They need to know what survivor and death
benefits they are entitled to receive if you die. The Retirement System does not know youve had a major life event unless you
tell us. Beneficiary and survivor benefits must be applied for, and your loved ones need to know what steps to take. Read the
membership guide together or browse the KPERS website and make a list of steps to take in case of an unexpected life event.
FAQs about using the Document Locator
How do I use the document locator? The Document Locator can be a handy tool to help you organize your important documents, property and contacts. You can use it for your own personal organization or provide it to a few trusted family members,
your lawyer or your power of attorney to have in case of an emergency. Make certain it is always kept in a safe place to protect
your personal information.
What is an important document? This answer may be different for every person. The items listed on the Document Locator
can serve as a guide to help you decide what is important for you. There are numerous blank spaces provided so you can
personalize your list.
What is the location key? This feature on page one lets you decide on several primary locations to keep your documents and
code them with a number. These numbers are repeated in the middle column on each page. Simply circle the number next to each
item. There is also a blank space provided so you can name a different location.
