Susan G. Komen Oregon & SW Washington

Your Guide to Locating Important Documents

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© The Stelter Company The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Ann Berryman Director of Development and Communications Susan G. Komen Oregon and SW Washington Phone: 503-553-3675 Fax: 503-552-9161 Email: 1500 SW 1st Avenue, Suite 270 Portland, OR 97201 Did You Know? Many assets in your estate can be used to make tax-wise gifts to Komen OR & SW WA after your lifetime. Contact us to learn how you can leave a legacy that benefits us and your loved ones. Retirement Accounts and IRAs Do you have any retirement accounts or IRAs? � Yes � No Account types/account numbers/custodians of the funds: _________________________________________________ _________________________________________________ _________________________________________________ Safe-Deposit Box and the Key's Location Do you have one? � Yes � No Bank location (specific branch)/box number/location of key: _________________________________________________ _________________________________________________ Passwords Passwords for your computer and mobile devices, email accounts, and other password-protected accounts: _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ What to Keep in a Safe-Deposit Box: • Originals of birth, marriage and death certificates; adoption papers; and divorce decrees • Deeds, titles, mortgage papers and lease contracts • Military records and citizenship papers • Stock and bond certificates • Insurance photos of the contents of your home • Valuable collectibles What Not to Keep in a Safe-Deposit Box: • Your will • A living will • Original powers of attorney • An inventory of the contents in your safe-deposit box

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