Final Expense Planning Checklist

Residential Address:

Mailing Address (if different):

Phone Number:

Email Address:

Social Security Number:

Date of Birth:

Citizenship Status (Passport, Driver’s License, or State ID):

Government-Issued Photo ID Type and Number:

Bank Account Information:

Current Medical Conditions:

List of Medications:

General Family Health History:

Beneficiary Full Name:

Beneficiary Relationship to You:

Beneficiary Date of Birth:

Beneficiary Contact Information: