Keeping Track—A Checklist

Birth Certificate Document

Document Location:

Date of birth:

Place of birth,
   City:

   State:

   County:

SSN/TAX ID #:

Mother's maiden name:

Other Immediate Family

Children,
   Name:

   Social Security #:

   Date of birth:

   Name:

   Social Security #:

   Date of birth:

   Location of birth certificate(s):

Parents/Brothers/Sisters,
   Name:

   Date of birth:

   Name:

   Date of birth:

   Name:

   Date of birth:

   Name:

   Date of birth:

Military Service

Branch of service:

Country:

Date of discharge:

Type of discharge:

Highest rank attained:

Length of service:

"Page 8" Awards record
sheet document's location:

Casualty Assistance
Officer phone:

Certificate of Release for Discharge
from Active Duty (Military) DD Form 214
documents' location:

Marriage Certificate

Document Location:

Date of Marriage:

Spouse,
   First:

   Middle:

   Maiden:

Place:

City:

State:

Spouse's SSN/TAX ID #:

Date of birth:

Location of spouse's birth certificate:

Will or Revocable Trust

Document location:

Attorney's name:

Attorney's phone:

Attorney's address:

Power of Attorney

Document location:

Holder's name:

Relationship:

Medical & Dental Care Providers

Doctor phone:

Dentist phone:

Inoculation Documents' location:

Life Insurance

Company:

Policy #:

Phone:

Company:

Policy #:

Phone: