Be Prepared For Emergencies

Emergency Checklist Inside

You’re never ready for a crisis, but you can be prepared.

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Are you and your family prepared in the event of an unforeseen situation?

The Best Time To Prepare For An Emergency Is Before It Happens

Plan and Be Organized

During an emergency, you cannot chance being caught unprepared. There is vital information you may need to have at your fingertips and might not have the time to waste when the unforeseen strikes. This information might include the contact information of trusted advisors and physicians, bank and investment account numbers, life insurance policy or annuity contract numbers, as well as other important emergency contacts and information.

Compiling and organizing all of your life’s personal and financial information is a must for everyone. This emergency checklist will provide the organization that you and your family need. Take a few moments to complete this information and keep it in a convenient, secure place. Revisit this checklist on an annual basis to help ensure you keep this checklist current and that your family and loved ones are familiar with the information and its location.

When you’re in a crisis, it’s hard to think calmly and clearly about the best course of action. That’s why Atrium Financial Associates, LLC. strongly urges you to do the preparation now, when you presumably have time to think.

Personal Emergency Checklist

Self Date:Full legal name: Cell Phone:Address:SS#: Date of Birth:Driver’s License State & # Passport #:Primary Care Physician Name & Phone:Health Insurance Plan Name & ID:Blood Type:Medications & Dosage:Employer & Address:Work Phone:HR Contact Name & Phone:Supervisor Name & Phone:

Spouse Date:Full legal name: Cell Phone:Address:SS#: Date of Birth:Driver’s License State & # Passport #:Primary Care Physician Name & Phone:Health Insurance Plan Name & ID:Blood Type:Medications & Dosage:Employer & Address:Work Phone:

Emergency Contact List Name: Home Phone: Cell Phone:Name: Home Phone: Cell Phone:

Personal Emergency Checklist

List Additional Information On The Reverse Side

Children Name: SS#Health Insurance Plan & ID#: Date of Birth:School Name & Grade: Blood Type:

Children Name: SS#Health Insurance Plan & ID#: Date of Birth:School Name & Grade: Blood Type:

Children Name: SS#Health Insurance Plan & ID#: Date of Birth:School Name & Grade: Blood Type:

Other Info Pediatrician Name & Phone #:Dentist Name & Phone #:Daycare Provider Phone #:

Pets Veterinarian Name Phone #:Pet Name & Type:Pet Name & Type:Pet Name & Type:

Personal Emergency Checklist

Insurance Insurance Company Name:Policy #: Phone #:Life Ins. Policy (1):Life Ins. Policy (2):Disability Carrier Name, Phone & Policy #:Long Term Care Co. Name, Phone & Policy #:HouseholdInsurance Co. Name, Phone # & Agent:Homeowner Policy #:Auto Insurance Carrier Name, Phone #:Other Insurance Info:

Financial Financial Professional Name: Phone #:Firm Name & Address:Account 1: Account 2:Account 3: Account 4:Financial Professional Name: Phone #:Firm Name & Address:Account 1: Account 2:Account 3: Account 4:Other ProfessionalsAttorney Name & Phone Number:Tax Professional Name & Number:

List Additional Information On The Reverse Side

Personal Emergency Checklist

Bank Bank Name: Branch Address: Phone #Checking #: Savings #: ATM Card #:

Loans & Credit Cards Mortgage Info: 2nd Mortgage Home Equity Line:

Car Loan: Car Loan: Misc. Loan Acct :Holder: Holder: Holder:Phone #: Phone #: Phone #:Acct #: Acct #: Acct #:Interest %: Interest %: Interest %:

Credit Card: Credit Card: Credit Card:Phone #: Phone #: Phone #:Account #: Account #: Account #:Interest %: Interest %: Interest %:

List Additional Information On The Reverse Side

In Case of Emergency: Dial 911

Emergency Numbers Local PoliceLocal Fire DepartmentLocal HospitalFamily Meeting Place

Nearest Neighbors Name: Phone (1): Phone (2):Name: Phone (1): Phone (2):

Household Emergency Plumber: Phone:Electrician: Phone:Heating Provider: Phone:Telephone Co: Phone:Electric Co: Phone:Town Hall: Phone:AAA/Town: Phone:Other: Phone:

List Additional Information On The Reverse Side