The Envelope, Your Personal Survivor Info Document

Nobody likes to think about it much, but when we die, our survivors will need a lot of information that relates to our personal finances: pension, health insurance and Welfare Fund benefits, banking and investment accounts, and other data. Often this information is scattered among desk drawers, sock drawers and various PC computer files, making a difficult task that much harder for our family.

To help you organize essential survivor data, the Welfare Fund has created a special document that includes important phone numbers and website addresses for your pension system, NYC health benefits program, the Welfare Fund and more. It will help you to record the benefit programs you participate in, the accounts you carry, and the agencies that should be notified upon your death.

Click on The Envelope. Print it out, fill it in and put it where your family can easily find it.

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