LIFE

Type of Policy (Term/Endowment/Whole Life/Money

Policy Holder Name Name of Policy
Back/ULIP)

Person to contact
Name
Mobile Number
e-mail ID
 LIFE INSURANCE
Name of
Date of commencement Sum Assured Term of policy Annual Premium
Company
Year of Maturity Renewal Date
 GENERAL INSURANCE
Type Amount of Cover Annual Premium Name of Policy
Mediclaim (Corporate Cover) 15L 0 Corporate
Mediclaim (Other)
Personal accident policy
Critical Illness policy
Mediclaim (Parents)
Vehicle Insurance
Any Other Policy

Person to contact
Name
Mobile Number
e-mail ID
Name of Company Renewal Date Login URL
Reliance
Login Id Password Customer Care Contact
Instructions
 MF Portfolio
S.no Name of Mutual Funds Scheme Folio Number Amount invested
1
2
7
8
9
10

Stock Portfolio
S.no Name of Stock Broker
1
2
5
6
7

Person to contact for MF/Stocks

Name
Mobile Number
e-mail ID
MF Portfolio
Date of Investment Current Market Value MF Account URL

Mobile for OTP Current Market Value Broker Account URL

Login Password Mobile for OTP

Login Password Instructions(if any)

 FDs
S.no Name of Bank Amount Invested Current Value Maturity Amount
1
2
3
4
5

RDs
S.no Name of Bank RD amount Per month Start Date Current Value
1
2
3
4
5

Person to contact
Name
Mobile Number
e-mail ID

Note: Login Details are in Bank Account Details sheet

 Maturity Date

Maturity Amount Maturity Date

 REAL ASSETS
Particulars Details
Self-Occupied
Home 2
Property Home 3
Land
Commercial Property

Person to contact
Name
Mobile Number
e-mail ID
REAL ASSETS
Current Market Value Rent per Month
Loan outstanding
Instruction
 Other Assets
Details Current Market Value Maturity Date Maturity Amount
Bonds
NPS
PPF
Sukanya Scheme

Person to contact
Name
Mobile Number
e-mail ID
User Id Password
Login URL Mobile for OTP
Instructions
 Bank Account Details
Name of account holder Name of the bank and address Account number
IFSC Code User Id Password Card PIN
TPIN Login URL Mobile for OTP