Personal Document Locator Kpers Home

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Personal document locator kpers home

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PERSONAL DOCUMENT LOCATOR
„„ Important – This form is not intended for legal or KPERS purposes. Please do not send this form to KPERS. It is provided as
a courtesy to our members, and is intended to be a helpful tool for use at home to organize your financial and personal records

Be sure to keep it in a secure location. For more information on using this locator, see page 4

„„ Part A – Personal Information
1. Social Security Number: ____________________________ 2. Name:___________________________________________
3. Residence:_______________________________________ 4. City, State, Zip:____________________________________
5. Date of Birth:_____________________________________ 6. Place of Birth:_____________________________________
„„ Part B – Location Key –­ Name the locations where you keep your documents. These location numbers are repeated in
the middle column on the next pages. Circle the number for the correct location next to each item

Location 1:__________________________________________________________________________________________________
Location 2:_________________________________________________________________________________________________
Location 3:_________________________________________________________________________________________________
Location 4:______________________________________________________________________________________________________
„„ Part C – Personal Advisors and Contacts
Insurance Agent:_____________________________________ Company:___________________________________________
Address:____________________________________________ Phone Number:_______________________________________
Insurance Agent:_____________________________________ Company:___________________________________________
Address:____________________________________________ Phone Number:_______________________________________
Tax Preparer:________________________________________ Firm:________________________________________________
Address:____________________________________________ Phone Number:_______________________________________
Attorney:___________________________________________ Firm:________________________________________________
Address:____________________________________________ Phone Number:_______________________________________
Physician:___________________________________________ Office:______________________________________________
Address:____________________________________________ Phone Number:_______________________________________
Financial Advisor:____________________________________ Company:___________________________________________
Address:____________________________________________ Phone Number:_______________________________________
Clergy:_____________________________________________ Church:_____________________________________________
Address:____________________________________________ Phone Number:_______________________________________
Other:______________________________________________ Location:____________________________________________
Address:____________________________________________ Phone Number:_______________________________________
Other:______________________________________________ Location:____________________________________________
Address:____________________________________________ Phone Number:_______________________________________
Other:______________________________________________ Location:____________________________________________
Address:____________________________________________ Phone Number:_______________________________________
„„ Part D – Important Documents
Document Location (from Part B) Other information / Who to contact
Personal Papers
My Will (original) 1 2 3 4________________ _____________________________________
Spouse’s Will 1 2 3 4________________ _____________________________________
Trust Agreements 1 2 3 4________________ _____________________________________
Power of Attorney 1 2 3 4________________ _____________________________________
Living Will/Medical POA 1 2 3 4________________ _____________________________________
Birth Certificate 1 2 3 4________________ _____________________________________
Social Security Card 1 2 3 4________________ _____________________________________
Marriage Certificate 1 2 3 4________________ _____________________________________
Divorce/Separation Papers 1 2 3 4________________ _____________________________________
Adoption Papers 1 2 3 4________________ _____________________________________
Military Papers 1 2 3 4________________ _____________________________________
Family Death Certificates 1 2 3 4________________ _____________________________________
Employment Record 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
Property Papers
Vehicle Titles 1 2 3 4________________ _____________________________________
Property Deeds 1 2 3 4________________ _____________________________________
Safe Deposit Box/Keys 1 2 3 4________________ _____________________________________
Appraisals 1 2 3 4________________ _____________________________________
Safe Combination 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
Financial Papers
Bank Accounts 1 2 3 4________________ _____________________________________
Credit Card Accounts 1 2 3 4________________ _____________________________________
Home and Property Loans 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
Document Location (from Part B) Other information / Who to contact
Insurance Policies
Home 1 2 3 4________________ _____________________________________
Health 1 2 3 4________________ _____________________________________
Vehicle 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
Retirement and Life Insurance
KPERS Benefit Information 1 2 3 4________________ _____________________________________
IRAs, 401(k), 457, 403(b) 1 2 3 4________________ _____________________________________
Life Insurance 1 2 3 4________________ _____________________________________
Social Security 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
Other
Important Keys 1 2 3 4________________ _____________________________________
Antiques and Heirlooms 1 2 3 4________________ _____________________________________
Jewelry 1 2 3 4________________ _____________________________________
Cash 1 2 3 4________________ _____________________________________
Funeral Arrangements 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
___________________________ 1 2 3 4________________ _____________________________________
„ Financial Affairs: Organizing for the Unexpected
John and Dianne spend their winters in Arizona after retiring. John lost his wallet one day while golfing. He thought
the phone numbers to cancel his credit cards were in a desk drawer at their Kansas residence. A phone call to his son
initiated an hour-long search before the documents were finally located in a closet

After her husband died of a heart attack, Ann was overwhelmed with the sudden responsibility of managing the fam-
ily’s money and household business. Jim had always taken care of the mortgage, life and medical insurance, and his
pension. On top of her grieving and the funeral arrangements, she simply didn’t know where he kept important docu-
ments, what bills needed to be paid, or how to receive survivor benefits from Jim’s retirement

Each of these scenarios are purely fictional, but are entirely possible. An important part of planning for future
events is coordinating your financial affairs with a trusted loved one. Conducting normal business or handling
unexpected situations can be much simpler if you plan ahead. Organizing your personal and financial records is
the first step. This can also be useful for budgeting and making investment decisions during retirement and later,
in planning your estate

Make a list of important documents and valuables
Develop your own personal record that lists the locations of your important documents, policies, contacts and
property. This can be an important tool to you, your family or power of attorney, and eventually, the executor of
your estate. For a helpful form to get you started, fill out this printable Document Locator

Educate your spouse or beneficiary about KPERS
Your spouse or beneficiary should know your retirement benefits as well as you do. They need to know what sur-
vivor and death benefits they are entitled to receive if you die. The Retirement System does not know you’ve had
a major life event unless you tell us. Beneficiary and survivor benefits must be applied for, and your loved ones
need to know what steps to take. Read the membership guide together or browse the KPERS website and make a
list of steps to take in case of an unexpected life event

FAQs about using the Document Locator
How do I use the document locator? The Document Locator can be a handy tool to help you organize your impor-
tant documents, property and contacts. You can use it for your own personal organization or provide it to a few
trusted family members, your lawyer or your power of attorney to have in case of an emergency. Make certain it is
always kept in a safe place to protect your personal information

What is an important document? This answer may be different for every person. The items listed on the Docu-
ment Locator can serve as a guide to help you decide what is important for you. There are numerous blank spaces
provided so you can personalize your list

What is the location key? This feature on page one lets you decide on several primary locations to keep your
documents and code them with a number. These numbers are repeated in the middle column on each page. Sim-
ply circle the number next to each item. There is also a blank space provided so you can name a different location

Develop your own personal record that lists the locations of your important documents, policies, contacts and property. This can be an important tool to you, your family or power of attorney, …

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Frequently Asked Questions

Is there any financial information on the kpers website?

This site contains certain limited statistical and financial data relating to the activities of KPERS, a component unit of the State of Kansas. It has not been prepared or maintained as a source of investor information and should not be relied upon for investment purposes.

What is document locator?

uniquely integrated with Microsoft Windows Built right into Microsoft Windows Explorer and Microsoft Office, Document Locator makes document management easy to use. Version control, document workflow, paperless scanning, email management, and a full complement of document control features are available in the document management system.

What is kpers 457?

New to KPERS? Learn more What is KPERS 457? This site contains certain limited statistical and financial data relating to the activities of KPERS, a component unit of the State of Kansas. It has not been prepared or maintained as a source of investor information and should not be relied upon for investment purposes.