Sentences with phrase «policies in your safe deposit box»

Do not keep life insurance policies in your safe deposit box.

Not exact matches

Many people keep their life insurance policies and other important documents in a safe deposit box at the bank.

A policyholder should keep copies of a policy at an off - site location — such as in a safe deposit box, or with a lawyer or financial adviser — and make sure the beneficiaries know where the documents are kept and how to get access to them.»

Also, make sure important documents, such as an insurance policy or mortgage papers, are stored in a safe deposit or fire safe box.

Hopefully the original life insurance policy had been placed in a safe deposit box or other safe place.

With all the financial resources that seem to be floating around out there today, you might tend to overlook one that's probably sitting in a desk drawer or a safe deposit box — your whole life insurance policy.

When purchasing more than one policy, remember to keep a master copy of all the information in a safe place (safety deposit box or fireproof safe) so when you pass away your family will know exactly where to find the insurance policies.

Next, check out any safe deposit boxes as many people will keep life insurance policies in them.

Store important documents such as proof of identity, property ownership, insurance policies, bank and investment account information, and three years of tax returns in a bank safe - deposit box.

The other thing — scan all your important papers, like birth certificate, bank info, credit cards, house deed, car title, insurance policies, passport — all the things that may be hard (or even just annoying) to replace — then store the originals in a safe deposit box.