Reviewer Conny Withay:Operating her own business in office management since 1991, Conny is an avid reader, volunteers reading the Bible to the elderly, and makes handmade jewelry. A cum laude graduate with a degree in art living in the Pacific Northwest, she is married with two sons, two daughter-in-laws, and one granddaughter.
Author: Ricki Pagano
Publisher: Five Star Publications
“If you take the time to fill out every page, you’ll have a handy reference book that will allow you and your loved ones to find important information easily and quickly. That should take some of the stress out of emergencies,” Ricki Pagano writes in the beginning of her book, For the Record – A Personal Facts & Document Organizer.
At sixty-eight pages, this letter-sized paperback book is targeted toward readers wanting to keep all personal information, documents, and facts in one place. Simplistic in format, the font is large enough that the book would be welcomed for senior citizens or those having trouble seeing to easily fill out.
Divided into eleven sections, pages are dedicated to personal and family information, medical, insurance, legal information, employment, income / expenses, financial assets / liabilities, retirement accounts, final arrangements, important telephone numbers, and personal property inventory. The appendix includes listings of tax and other records to keep, contact information to replace lost or missing documents, and how to request a birth certificate.
With plenty of lines and spacing to hand-write in information, one can list generic data of date of birth to passport or driver’s license number, surgical history and pharmaceutical addresses, location of a will, voter registration, or motor vehicle titles, life insurance face and cash values, credit card expiration dates, burial wishes including casket request, and phone numbers for sprinkler repair or veterinary care.
Instantly the reader knows to save cancelled checks, bank statements, tax returns, employment returns, expense reports and entertainment receipts for seven years but to keep financial statements, contracts, corporate stock returns, and employee records indefinitely.
Helpful phone numbers and websites are listed for Medicare, Social Security Administration, Internal Revenue Service, the Living Bank, Veterans Affairs Regional Office, and Passport Services but there is nominal information on who exactly to contact for a birth certificate except the state of the person’s birth.
Although the book is simple and direct, it is a good tool for any individual to spend the time filling out in pencil or erasable ink and updating whenever needed. However, it does not have any pages dedicated to the internet, email, online accounts, or passwords that so many of us now use and rely on daily for our personal and financial information.
This book was furnished by Five Star Publications in lieu of an unbiased review.