The Big Book of Everything
Compiled by Erik A. Dewey
Big Book of Everything - Information Organizer
Table of Contents
The Big Book of Everything - Information Organizer v2 Table of contents Instructions Personal Information Current Resume
There is a newer version of the Big Book!
Emergency Plan
http://www.erikdewey.com/bigbook.htm
Passwords and Logins Data backup plans
Go there to get it.
Groups and Organizations Bank Accounts Account Numbers Previous Addresses Employment History Schooling History Transcripts Life Insurance Policies Health Insurance Policies Car Insurance Policies Homeowner/Renter Insurance Medical History Prescription Medication Extended Family Medical History Long Term Health Care Organ and Body Donation Final Arrangements Eulogy Notes Personal Letters Estate Plans Other Contacts Funeral Receipts Investments Other Assets Retirement Plans Private Business Real Estate Safes and Storage Valuables Inventory Vehicles Tax Issues Loan Obligations Credit Report Credit Cards Other Debts Debts Owed to You
Big Book of Everything - Information Organizer
Instructions
The Big Book of Everything Welcome and get ready to document your life. The idea behind this book is to have a single place where you or a loved one can find any piece of information about you. The majority of the information tracked in this book is financial in nature and the ultimate use is for when you pass on. Contained in this book is hopefully everything your loved ones need to know about you during a trying time. Wills and trusts are very important, and realize this book does not replace them, but what about things that aren’t covered by them. What is the password to the deceased’s email account? What is the account number and contact information for the cable company? Where is last year’s tax return stored? These kinds of questions can be answered by this book. However, it is not just to be used when dealing with the loss of a loved one. It also contains information that is called upon occasionally but hard to remember. Things like the addresses of all of your residences, the VIN number on your car, the address of that place you worked at one summer. Now there are a lot of things to fill out here and a lot of information to gather. Don’t panic and don’t feel overwhelmed. Nobody says you have to get this done in a day, or a week even. Just take your time and fill out the forms as you have time. You should be able to fill out about one form a day and have the entire book finished in a month. Each year, go through the book and make any changes that you need to. Print off additional sheets if the current ones are full or the changes are that significant. It is important to keep the book as up to date as possible as you never know when you will need some of that information.
Finally, it should be obvious, but make certain others know about this book and where you keep it. Also since it contains a lot of confidential information, be sure to safeguard its location in some manner. If you come across any problems or think of things that should be included, please let me know and I'll update the file. Thanks. Erik A. Dewey
[email protected] www.erikdewey.com
Big Book of Everything - Information Organizer
Personal Info
Personal Information (you, spouse, children, parents) Name
Home phone
Current address
Work phone
Cell phone
All email addresses
Office address
Birthdate
Office contact name and phone
Birthplace
Name
Home phone
Anniversary
Work phone
Cell phone
All email addresses
Office contact name and phone
Birthplace
Name
Home phone
Anniversary
Work phone
Cell phone
All email addresses
Birthplace
Anniversary
Notes
SSN
DL #
Current address
Work phone
Cell phone
All email addresses
Office address
Birthdate
DL #
Office contact name and phone
Name
Home phone
SSN
Current address
Office address
Birthdate
DL #
Current address
Office address
Birthdate
SSN
Office contact name and phone
Birthplace
Anniversary
SSN
DL #
Big Book of Everything - Information Organizer
Current Resume Keep a copy of your current resume in a pouch or page protector on this page.
Current Resume
Big Book of Everything - Information Organizer
Emergency Plan
Emergency Plan Meeting location 1
Meeting location 2
Emergency grab list
Water shutdown location
Gas shutdown location
Fire extinguisher
Smoke detectors
Burgular alarm Code
Alarm company contact
Emergency water location
Emergency food location
Emergency cash location
Emergency contact name
Relationship
Phone number(s)
Address
Emergency contact name
Relationship
Phone number(s)
Address
Emergency contact name
Relationship
Phone number(s)
Address
Other emergency notes
Big Book of Everything - Information Organizer
Passwords & Logins
Passwords and Logins Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Website
ID
Password
Big Book of Everything - Information Organizer
Data Backup Plans
Data Backup Plans (services, thumb drives, external hard drives, DVDs, etc.) Type
Description
ID/Login (if needed)
Password
Location
Description
ID/Login (if needed)
Password
Location
Description
ID/Login (if needed)
Password
Location
Description
ID/Login (if needed)
Password
Location
Description
ID/Login (if needed)
Password
Location
Description
ID/Login (if needed)
Password
Location
Description
ID/Login (if needed)
Password
Location
Description
ID/Login (if needed)
Password
Location
Description
ID/Login (if needed)
Password
Location
How to restore
Type
How to restore
Type
How to restore
Type
How to restore
Type
How to restore
Type
How to restore
Type
How to restore
Type
How to restore
Type
How to restore
Big Book of Everything - Information Organizer
Groups and Organizations
Groups and Organizations (clubs, professional organizations, civic groups, etc.) Groups name
Membership level
Contact name
Awards received
Groups name
Membership level
Awards received
Notes
Member since
Awards received
Membership number
Contact phone/email
Member since
Contact name
Awards received
Membership number
Contact phone/email
Contact name
Groups name
Membership level
Member since
Awards received
Membership number
Contact phone/email
Contact name
Groups name
Membership level
Member since
Awards received
Membership number
Contact phone/email
Contact name
Groups name
Membership level
Member since
Awards received
Membership number
Contact phone/email
Contact name
Groups name
Membership level
Member since
Awards received
Membership number
Contact phone/email
Contact name
Groups name
Membership level
Member since
Contact name
Groups name
Membership level
Contact phone/email
Membership number
Contact phone/email
Member since
Membership number
Big Book of Everything - Information Organizer
Bank Accounts
Bank Accounts Type
Institution
Owners of account
Account number
Institution contact info
Statements sent to (physical address or email address)
Location of checks and used checkbooks
Type
ATM and debit cards for account
Institution
Owners of account
Institution contact info
Location of checks and used checkbooks
ATM and debit cards for account
ATM PIN
Account number
Institution contact info
Statements sent to (physical address or email address)
Location of checks and used checkbooks
Automated payments from
ATM and debit cards for account
Institution
Owners of account
Location of checks and used checkbooks
ATM PIN
Account number
Institution contact info
Statements sent to (physical address or email address)
Notes
Automated payments from
Institution
Owners of account
Type
ATM PIN
Account number
Statements sent to (physical address or email address)
Type
Automated payments from
Automated payments from
ATM and debit cards for account
ATM PIN
Big Book of Everything - Information Organizer
Account Numbers
Account Numbers (Utilities, Mortgage, Cable, Lawn, Cell Phone, Cleaning, etc.) Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Account type
Account number
Company
Phone
Website
Big Book of Everything - Information Organizer
Previous Addresses
Previous Addresses Street
State
City
Zip
Dates lived there
Street
State
City
Zip
Dates lived there
Street
State
Zip
Dates lived there
Zip
Dates lived there
Zip
Dates lived there
Zip
Dates lived there
Notes
Notes
City
Zip
Dates lived there
Street
State
Notes
City
Street
State
Notes
City
Street
State
Notes
City
Street
State
Notes
City
Street
State
Notes
Notes
City
Zip
Dates lived there
Notes
Big Book of Everything - Information Organizer
Employment History
Employment (Current and Previous) Who employed?
Company name
City
State
Position held
Street
Zip
Phone
Supervisor
Dates employed
Starting pay
Ending pay
Who employed?
Company name
Street
City
State
Position held
Zip
Phone
Supervisor
Dates employed
Starting pay
Ending pay
Who employed?
Company name
Street
City
State
Position held
Zip
Phone
Supervisor
Dates employed
Starting pay
Ending pay
Who employed?
Company name
Street
City
State
Position held
Phone
Supervisor
Dates employed
Starting pay
Ending pay
Who employed?
Company name
Street
City
State
Position held
Dates employed
Notes
Zip
Zip
Phone
Supervisor
Starting pay
Ending pay
Reason for leaving
Reason for leaving
Reason for leaving
Reason for leaving
Reason for leaving
Big Book of Everything - Information Organizer
Schooling History
Schooling History Grades Attended
School Name
Street
City
State
Zip
Phone
Dates attended
Degree earned
GPA
Major
Grades Attended
School Name
Street
City
State
Zip
Phone
Dates attended
Degree earned
GPA
Major
Grades Attended
School Name
State
Zip
Phone
Dates attended
Degree earned
GPA
Major
School Name
State
Zip
Phone
Dates attended
Degree earned
GPA
Major
School Name
Minor
Street
City
State
Zip
Phone
Dates attended
Degree earned
GPA
Major
Notes
Minor
Street
City
Grades Attended
Minor
Street
City
Grades Attended
Minor
Minor
Big Book of Everything - Information Organizer
Transcripts Keep a copy of all your college transcripts in a pouch or page protector on this page.
Transcripts
Big Book of Everything - Information Organizer
Life Insurance
Life Insurance Policies (includes AD&D and LTD) Who
Policy holder
Policy number
Policy holder contact information
Beneficiaries
Who
Policy number
Policy holder
Policy holder contact information
Beneficiaries
Who
Policy number
Policy holder
Policy holder contact information
Beneficiaries
Who
Policy number
Policy holder
Policy holder contact information
Beneficiaries
Who
Policy number
Policy holder
Policy holder contact information
Beneficiaries
Who
Policy number
Policy holder
Policy holder contact information
Beneficiaries
Who
Policy number
Policy holder
Policy holder contact information
Beneficiaries
Who
Policy number
Policy holder
Policy holder contact information
Notes
Beneficiaries
Policy amount
Policy amount
Policy amount
Policy amount
Policy amount
Policy amount
Policy amount
Policy amount
Big Book of Everything - Information Organizer
Health Insurance
Health Insurance Policies (includes Dental and Prescription Drugs) Who covered
Insurer
Co Pay amount
Website
Who covered
Insurer
Co Pay amount
Website
Who covered
Insurer
Co Pay amount
Website
Who covered
Insurer
Co Pay amount
Website
Who covered
Insurer
Co Pay amount
Website
Who covered
Insurer
Co Pay amount
Website
Who covered
Insurer
Co Pay amount
Website
Who covered
Insurer
Co Pay amount
Website
Notes
Policy number
Policy contact information
Cost/month
Policy number
Policy contact information
Cost/month
Policy number
Network
Policy contact information
Cost/month
Policy number
Network
Policy contact information
Cost/month
Policy number
Network
Policy contact information
Cost/month
Policy number
Network
Policy contact information
Cost/month
Policy number
Network
Policy contact information
Cost/month
Policy number
Network
Network
Policy contact information
Cost/month
Network
Big Book of Everything - Information Organizer
Car Insurance
Car Insurance Insurer
Drivers covered
Car make/model
Coverage
Insurer
Drivers covered
Car make/model
Coverage
Insurer
Coverage
Notes
Drivers covered
Car make/model
Policy number
Contact information
Deductibles
$ deductions
Policy number
Contact information
Deductibles
$ deductions
Policy number
Contact information
Deductibles
$ deductions
Big Book of Everything - Information Organizer
Home-Renter Insurance
Homeowner/Renters Insurance Insurer
Location insured
Contact information
Policy number
Deductible
Items explicitly covered
Policy notes
Insurer
Contact information
Items explicitly covered
Policy notes
Location insured
Policy number
Deductible
Big Book of Everything - Information Organizer
Medical History
Medical History (Yourself and Immediate Family), Including Allergies Who
Approx date
Condition/illness
Notes/results
Who
Approx date
Condition/illness
Notes/results
Who
Approx date
Condition/illness
Notes/results
Who
Approx date
Condition/illness
Notes/results
Who
Approx date
Condition/illness
Notes/results
Who
Approx date
Condition/illness
Notes/results
Who
Approx date
Condition/illness
Notes/results
Who
Approx date
Condition/illness
Notes/results
Notes
Big Book of Everything - Information Organizer
Medication
Prescription Medication Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Who
Medication
Dosage
Prescribing Doctor
Big Book of Everything - Information Organizer
Extended Fam Med Hist
Extended Family Medical History Who
Relationship
Illness/disease
Details
Who
Relationship
Illness/disease
Details
Who
Relationship
Illness/disease
Details
Who
Relationship
Illness/disease
Details
Who
Relationship
Illness/disease
Details
Who
Relationship
Illness/disease
Details
Who
Relationship
Illness/disease
Details
Who
Relationship
Illness/disease
Details
Notes
Big Book of Everything - Information Organizer
Long Term Health Care Directions (Self and Immediate Family) Who
Situation
Care desired
Who
Situation
Care desired
Who
Situation
Care desired
Who
Situation
Care desired
Who
Situation
Care desired
Who
Situation
Care desired
Who
Situation
Care desired
Who
Situation
Care desired
Notes
Long Term Health Care
Big Book of Everything - Information Organizer
Organ & Body Donation
Organs, Tissue, and Body Donation (Self and Immediate Family) Who
Body part(s)
Donate/do not donate
Who
Body part(s)
Donate/do not donate
Who
Body part(s)
Donate/do not donate
Who
Body part(s)
Donate/do not donate
Who
Body part(s)
Donate/do not donate
Who
Body part(s)
Donate/do not donate
Who
Body part(s)
Donate/do not donate
Who
Body part(s)
Donate/do not donate
Notes
Big Book of Everything - Information Organizer
Final Arrangements
Final Arrangements Who
Date updated
Time on life support?
DNR?
Institution to handle arrangements
Casket/container type
Open/closed?
Embalmed?
Burial/cremation?
Who performs ceremony?
Pallbearers?
Grave/Memorial marker details
Ceremony speakers
Where interred?
Special music, notes, food, or drink?
Where flowers/donations should be sent
Location of will
Other notes about final arrangements
Who
Date updated
Time on life support?
DNR?
Institution to handle arrangements
Casket/container type
Open/closed?
Embalmed?
Burial/cremation?
Who performs ceremony?
Pallbearers?
Grave/Memorial marker details
Ceremony speakers
Where flowers/donations should be sent
Other notes about final arrangements
Notes
Where interred?
Special music, notes, food, or drink?
Location of will
Big Book of Everything - Information Organizer
Eulogy Notes (milestones of your life to help with any eulogy) Who
Notes
Who
Notes
Notes
Eulogy Notes
Big Book of Everything - Information Organizer
Personal Letters
Personal Letters Place any letters to loved ones in a pouch or page protector here. These letters are typically opened upon the death of the writer. Be sure to update these letters on a regular basis. Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Author
Date of letter
Who is the letter for?
Big Book of Everything - Information Organizer
Estate Plans
Estate Plans and Gifts Who
Will location
Executor of will
Trust location
Trustees
Who
Will location
Executor of will
Trust location
Trustees
Item
Who should receive this?
What circumstances (death of self, spouse, or both)
Estimated Value
Item
Who should receive this?
What circumstances (death of self, spouse, or both)
Estimated Value
Item
Who should receive this?
What circumstances (death of self, spouse, or both)
Estimated Value
Item
Who should receive this?
What circumstances (death of self, spouse, or both)
Estimated Value
Item
Who should receive this?
What circumstances (death of self, spouse, or both)
Estimated Value
Item
Who should receive this?
What circumstances (death of self, spouse, or both)
Estimated Value
Item
Who should receive this?
What circumstances (death of self, spouse, or both)
Estimated Value
Notes
Date
Date
Date
Date
Date
Date
Date
Big Book of Everything - Information Organizer
Other Contacts
Other Contacts in Case of Death Company benefits department Company
HR phone number
Employee number
Notes
Contact number
Policy number
Agent name
Notes
Contact number
Policy number
Agent name
Notes
Contact number
Policy number
Agent name
Notes
Contact number
Policy number
Agent name
Notes
Insurance company Company
Insurance company Company
Insurance company Company
Insurance company Company
Social Security Administration SSN
Contact number
Notes
800-772-1213 Veterans Administration ID number
Contact number
Notes
800-827-1000 Pension Plan Company
Contact number
Account number
Notes
Contact number
Account number
Notes
Contact number
Account number
Notes
Pension Plan Company
Pension Plan Company
Credit Bureaus (verify addresses) (send copies of death certificates) Equifax
Experian
TransUnion
PO Box 105069
PO Box 9530
PO Box 6790
Atlanta, GA 30348
Allen, TX 75013
Fullerton, CA 92634
Notes
Big Book of Everything - Information Organizer
Funeral Related Expenses and Receipts Keep all funeral related expenses and receipts in a pouch or page protector on this page.
Funeral Receipts
Big Book of Everything - Information Organizer
Investments
Investments (including mutual funds, annuities, and stocks) Type
Name
Contact info
Type
Location of information
Name
Contact info
Type
Name
Type
Name
Type
Name
Type
Name
Type
Contact info
Notes
Value
Date
Value
Date
Value
Date
Value
Date
Value
Date
Value
Date
Account number
Location of information
Name
Contact info
Date
Account number
Location of information
Contact info
Value
Account number
Location of information
Contact info
Date
Account number
Location of information
Contact info
Value
Account number
Location of information
Contact info
Type
Account number
Account number
Location of information
Name
Account number
Location of information
Big Book of Everything - Information Organizer
Other Assets
Other Assets (Savings bonds, stock options, etc.) Type
Name
Contact info
Type
Location
Name
Contact info
Type
Name
Type
Name
Type
Name
Type
Name
Type
Contact info
Notes
Value
Date
Value
Date
Value
Date
Value
Date
Value
Date
Value
Date
Account number
Location
Name
Contact info
Date
Account number
Location
Contact info
Value
Account number
Location
Contact info
Date
Account number
Location
Contact info
Value
Account number
Location
Contact info
Type
Account number
Account number
Location
Name
Account number
Location
Big Book of Everything - Information Organizer
Retirement Plans
Retirement Plans (401k, pensions, IRAs, etc.) Type
Name
Contact info
Type
Location of information
Name
Contact info
Type
Name
Type
Name
Type
Name
Type
Name
Type
Contact info
Notes
Value
Date
Value
Date
Value
Date
Value
Date
Value
Date
Value
Date
Account number
Location of information
Name
Contact info
Date
Account number
Location of information
Contact info
Value
Account number
Location of information
Contact info
Date
Account number
Location of information
Contact info
Value
Account number
Location of information
Contact info
Type
Account number
Account number
Location of information
Name
Account number
Location of information
Big Book of Everything - Information Organizer
Private Business
Private Business Type
Name of company
Position in company
Partner name
Partner contact info
Partner name
Partner contact info
Location of business/tax forms
Name of bank
Location of inventory
Bank account number
PIN
Bank url
Domain name reg
Account ID
Email url
SSN/FEIN
Credit card number (s)
Bank website ID
Bank website password
Password
Webhost
Account ID
Password
Email address
PW
Other website
ID
Password
Other website
ID
PW
Other website
ID
Password
Other website
ID
PW
Other website
ID
Password
Notes
Big Book of Everything - Information Organizer
Real Estate
Real Estate Location
Type
Mortgage holder
Mortgage acct num
Property taxes
Location of paperwork
Date
Est Value
Date
Est Value
Date
Est Value
Lender contact info
Notes
Location
Type
Mortgage holder
Mortgage acct num
Property taxes
Location of paperwork
Lender contact info
Notes
Location
Type
Mortgage holder
Mortgage acct num
Property taxes
Location of paperwork
Notes
Notes
Lender contact info
Big Book of Everything - Information Organizer
Safes & Storage
Safes, Storage Units, PO Boxes, Safety Deposit Boxes, etc. Type
Location
Combination
What is stored within?
Type
Date Closed
Location
Combination
What is stored within?
Type
Location
Combination
Location
Combination
Location
Combination
Location
Combination
What is stored within?
Notes
Key location
Date Closed
Location
Combination
What is stored within?
Type
Key location
Date Closed
What is stored within?
Type
Key location
Date Closed
What is stored within?
Type
Key location
Date Closed
What is stored within?
Type
Key location
Date Closed
What is stored within?
Type
Key location
Key location
Date Closed
Location
Combination
Key location
Date Closed
Big Book of Everything - Information Organizer
Valuables Inventory
Valuables Inventory (go room by room and look for things of value) Item
Type
Description
Item
Type
Description
Item
Type
Description
Item
Type
Description
Item
Type
Description
Item
Type
Description
Item
Type
Description
Item
Description
Notes
Type
Model number
Color
Serial Number
Location
Date
Est Value
Model number
Color
Serial Number
Location
Date
Est Value
Model number
Color
Serial Number
Location
Date
Est Value
Model number
Color
Serial Number
Location
Date
Est Value
Model number
Color
Serial Number
Location
Date
Est Value
Model number
Color
Serial Number
Location
Date
Est Value
Model number
Color
Serial Number
Location
Date
Est Value
Model number
Color
Serial Number
Location
Date
Est Value
Big Book of Everything - Information Organizer
Vehicles
Automobiles, Motorcycles, Boats, RVs, and other vehicles Type
Year
Make
License plate #
Location of spare key
Insurer
Model
Color
VIN
Policy number
Odometer/hours
Notes
Date
Type
Year
Make
License plate #
Location of spare key
Insurer
Model
Color
VIN
Policy number
Odometer/hours
Notes
Date
Type
Year
Make
License plate #
Location of spare key
Insurer
Model
Color
VIN
Policy number
Odometer/hours
Notes
Date
Type
Year
Make
License plate #
Location of spare key
Insurer
Model
Color
VIN
Policy number
Odometer/hours
Notes
Date
Type
Year
Make
License plate #
Location of spare key
Insurer
Notes
Notes
Model
Color
VIN
Policy number
Odometer/hours
Date
Big Book of Everything - Information Organizer
Tax Issues
Tax Issues and Records Tax Year
Location of forms
Federal tax owed
State tax owed
Tax Year
Location of forms
Federal tax owed
State tax owed
Tax Year
Location of forms
Federal tax owed
State tax owed
Tax Year
Location of forms
Federal tax owed
State tax owed
Tax Year
Location of forms
Federal tax owed
State tax owed
Tax Year
Location of forms
Federal tax owed
State tax owed
Tax Year
Location of forms
Federal tax owed
State tax owed
Tax Year
Location of forms
Federal tax owed
State tax owed
Notes
City tax owed
City tax owed
City tax owed
City tax owed
City tax owed
City tax owed
City tax owed
City tax owed
Name of CPA
CPA contact information
Federal tax paid/ref
State tax paid/ref
Name of CPA
CPA contact information
Federal tax paid/ref
State tax paid/ref
Name of CPA
CPA contact information
Federal tax paid/ref
State tax paid/ref
Name of CPA
CPA contact information
Federal tax paid/ref
State tax paid/ref
Name of CPA
CPA contact information
Federal tax paid/ref
State tax paid/ref
Name of CPA
CPA contact information
Federal tax paid/ref
State tax paid/ref
Name of CPA
CPA contact information
Federal tax paid/ref
State tax paid/ref
Name of CPA
CPA contact information
Federal tax paid/ref
State tax paid/ref
City tax paid/ref
City tax paid/ref
City tax paid/ref
City tax paid/ref
City tax paid/ref
City tax paid/ref
City tax paid/ref
City tax paid/ref
Big Book of Everything - Information Organizer
Loan Obligations
Loan Obligations Type
Loaning institution
Account number
Originating date
Type
Loaning institution
Account number
Originating date
Type
Loaning institution
Account number
Originating date
Type
Loaning institution
Account number
Originating date
Type
Loaning institution
Account number
Originating date
Type
Loaning institution
Account number
Originating date
Type
Loaning institution
Account number
Originating date
Type
Loaning institution
Account number
Originating date
Notes
Contact info
Final payment date
Loan amount
Paid off and date?
Loan balance
Contact info
Final payment date
Loan amount
Paid off and date?
Loan balance
Contact info
Final payment date
Loan amount
Loan amount
Loan balance
Loan amount
Loan balance
Loan amount
Loan balance
Loan amount
Loan balance
Loan amount
Date
Paid off and date?
Loan balance
Contact info
Final payment date
Date
Paid off and date?
Contact info
Final payment date
Date
Paid off and date?
Contact info
Final payment date
Date
Paid off and date?
Contact info
Final payment date
Date
Paid off and date?
Contact info
Final payment date
Date
Date
Paid off and date?
Loan balance
Date
Big Book of Everything - Information Organizer
Credit Report Keep a current copy of your credit report(s) in a pouch or page protector on this page.
Credit Report
Big Book of Everything - Information Organizer
Credit Cards
Credit Cards Type (Visa, MC, etc.)
Brand
Card number
Issuing bank
Name on card
Exp date
Security code
Card website
Website ID
Website password
Interest rate
Balance
Credit limit
Date
Type (Visa, MC, etc.)
Brand
Issuing bank
Name on card
Exp date
Security code
Card number
Outside US customer service phone num
Card website
Website ID
Website password
Interest rate
Balance
Credit limit
Date
Type (Visa, MC, etc.)
Brand
Issuing bank
Name on card
Exp date
Security code
Card number
Website ID
Website password
Interest rate
Balance
Credit limit
Date
Type (Visa, MC, etc.)
Brand
Issuing bank
Name on card
Exp date
Security code
Card website
Website ID
Website password
Interest rate
Balance
Credit limit
Notes
Closed?
Date closed
Cust service phone
Outside US customer service phone num
Card website
Card number
Cust service phone
Closed?
Date closed
Cust service phone
Outside US customer service phone num
Closed?
Date closed
Cust service phone
Outside US customer service phone num
Date
Closed?
Date closed
Big Book of Everything - Information Organizer
Other Debts
Other Debts Type
Debt holder
Originating date
Final payment date
Holder contact info
Original debt amt
Current balance
Date
Paid off (and date)?
Date
Paid off (and date)?
Date
Paid off (and date)?
Date
Paid off (and date)?
Notes
Type
Debt holder
Originating date
Final payment date
Holder contact info
Original debt amt
Current balance
Notes
Type
Debt holder
Originating date
Final payment date
Holder contact info
Original debt amt
Current balance
Notes
Type
Debt holder
Originating date
Final payment date
Notes
Notes
Holder contact info
Original debt amt
Current balance
Big Book of Everything - Information Organizer
Debts Owed to You
Debts and Obligations Owed to You Type
Debtor
Originating date
Final payment date
Debtor contact info
Original debt amt
Current balance
Date
Paid off (and date)?
Date
Paid off (and date)?
Date
Paid off (and date)?
Date
Paid off (and date)?
Notes
Type
Debtor
Originating date
Final payment date
Debtor contact info
Original debt amt
Current balance
Notes
Type
Debtor
Originating date
Final payment date
Debtor contact info
Original debt amt
Current balance
Notes
Type
Debtor
Originating date
Final payment date
Notes
Notes
Debtor contact info
Original debt amt
Current balance
