Check One: I/We Do Not Have a Safe Deposit Box

DOCUMENTS NOT IN SAFE DEPOSIT BOX

Name(s): Date:

Check one: I/we do not have a safe deposit box.

I/we have a safe deposit box. Its contents are listed on the separate

Safe Deposit Box Inventory.

Type of Document / Description and Location
(If none, write "none")
Adoption papers
Bank statements, canceled checks, check registers
Birth certificates, citizenship
Contracts (buy/sell, employment, etc.)
Deeds, title policies
IRA's, other retirement plans
Insurance policies:
Auto
Health
Home
Life
Other (disability, etc.)
Leases
Marriage certificates
Notes and mortgages
Property settlement/divorce
Securities (stocks, bonds, etc.)
Social security cards
Tax returns
Title certificates (autos, etc.)
Trust instruments
Wills, codicils
Other:
Other: