© 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.
Office of Gift Planning and Endowments
302 Reynolds Alumni Center
Columbia, MO 65211
573-882-0272
Toll-free: 800-970-9977
giftplanning@missouri.edu
Did You Know?
Many assets in your estate can be used to make tax-wise gifts to Mizzou 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
