Insurance Policies Summary

Prepared by: _________________________ Date: _____________

Instructions: Store originals or certified copies of all policies in your fireproof safe. This summary sheet helps your executor and survivors quickly identify all coverage, file claims, and cancel policies no longer needed. Call each insurer immediately after a death to initiate claims — many have deadlines.

Life Insurance

Insurer / Company	Policy #	Insured	Primary Beneficiary	Death Benefit	Annual Premium	Agent Name & Phone	Type / Notes
							Term / expires: ___
							Whole / Universal
							Group (employer)

Health Insurance

Insurer	Member / Group #	Covered Members	Deductible	Monthly Premium	Contact Phone	Notes (COBRA eligibility, Medicare supplement, etc.)

						Medicare Part A
						Medicare Part B
						Medigap supplement
						Part D (prescription)

Long-Term Care Insurance

Insurer	Policy #	Insured	Daily Benefit	Benefit Period	Annual Premium	Agent Name & Phone	Elimination Period / Notes
							Elimination period: ___ days

Homeowners / Renters Insurance

Insurer	Policy #	Coverage Amount	Annual Premium	Deductible	Agent Name & Phone	Property Address / Notes

Auto Insurance

Insurer	Policy #	Vehicle(s)	Liability Limits	Annual Premium	Agent Name & Phone	Notes

Umbrella / Other Policies

Insurer	Policy #	Type	Coverage	Annual Premium	Agent Name & Phone	Notes
		Umbrella liability
		Disability income

Notes

Last updated: _________________ Stored in safe: ☐ Policy originals in safe: ☐ Copy with executor: ☐