Join Us

End-of-Life Issues: Bank Accounts/Retirement Accounts/Credit Card Accounts

Save as Favorite
Sign in to receive recommendations (Learn more)

You may have bank accounts at several different institutions. You also may have several different retirement accounts, especially if you have changed jobs a number of times over the years. You also may have several credit cards. Organizing all this information in one place will make it easier if someone has to help you pay your bills or do your shopping for you. Make sure that the beneficiary information on your retirement accounts is accurate and up-to-date.

For each account, make sure you have:

  • name, address, and phone number of financial institution
  • account number
  • current balance
  • date that payment is due (for credit cards)
  • beneficiary (for retirement accounts)

Most of this information can be found on your monthly statement of account.

Was this article helpful? Yes / No
Rn icon

Can we help guide you?

Create a profile for better recommendations

  • Breast Cancer Stages

    The stage of a breast cancer is determined by the cancer’s characteristics, such as how large it...

  • HER2 Status

    HER2 (human epidermal growth factor receptor 2) is a gene that can play a role in the development...

  • Aromatase Inhibitors

    Aromatase inhibitors stop the production of estrogen in postmenopausal women. Aromatase...

Beta How does this work? Learn more
Are these recommendations helpful? Take a quick survey

Supportpeopleyellow banner mini
Back to Top