Financial Accounts Form Tool

Do you know the details of all of your important accounts?  I mean REALLY know the details? What type of account is it?  Is there an account number? Where is it held? What is the value?  Do you owe debts on it? Is there a password needed to access the account online?  

I’m guessing many of you answered no, you don’t know the details of each and every one of the accounts you hold, whether it be life insurance, a 401(k) plan at work or a Power of Attorney.  

Luckily, we have just the document for you.  You can find our Financial Accounts Form at the I Was Broke. Now I’m Not. website and take the time to get your accounts in order.  You can add the Type, Institution, Account Number, Contact Information, Value, Debt Owed, and any Additional Info such as a password or beneficiary.  This form will not only allow you to gather all your information in one place, but it will also give you the opportunity to review your accounts. Are your beneficiaries accurate?  Remember, your listed beneficiary will likely trump whatever you have listed in your will.

This form can also be helpful for your loved ones after you’ve passed away.  In many situations, either the husband or wife handles all of the bills and accounts and the other trusts them to do so.  While this is technically OK, both spouses need to know where to find all the information for when something happens. I say “when” because at some point, we will all face death.  Make it easier on your loved ones and have your affairs in order.



Need more information on end of life planning?  Check out ForeTalk – a complete and simplified guide to prepare for one of every family’s most difficult times written and taught by Stan Craig HERE.

Want more tips like this one?  Subscribe to the Monday Money Tip Podcast HERE.

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