Form VO1848 "Where My Assets Are" - New York

What Is Form VO1848?

This is a legal form that was released by the Office of the New York State Comptroller - a government authority operating within New York. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on February 1, 2019;
  • The latest edition provided by the Office of the New York State Comptroller;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form VO1848 by clicking the link below or browse more documents and templates provided by the Office of the New York State Comptroller.

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Download Form VO1848 "Where My Assets Are" - New York

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WHERE MY ASSETS ARE
One problem survivors often have is finding documents and valuable papers. You can assist them by filling out this form.
Give copies to your loved ones, executor, lawyer and anyone else who will need this information. You should review and
update this information periodically.
Name _______________________________________________
Social Security Number ____________________________
NYSLRS ID No. _______________________________________
NYSLRS Registration No. ___________________________
My valuable papers, assets and electronic files are stored in these locations (address plus where to look)
A. Residence ______________________________________________________________________________________________
B. Safe Deposit Box ________________________________________________________________________________________
C. Computer/File Names & Locations _________________________________________________________________________
D. Other __________________________________________________________________________________________________
ITEM
LOCATION:
A
B
C
D
ITEM
LOCATION:
A
B
C
D
My will (original)
____ ____ ____ ____
Retirement plans
____ ____ ____ ____
Power of attorney
____ ____ ____ ____
Deferred compensation/IRA
____ ____ ____ ____
Spouse’s will (original)
____ ____ ____ ____
Titles and deeds
____ ____ ____ ____
Safe combination
____ ____ ____ ____
Notes (mortgages)
____ ____ ____ ____
Trust agreements
____ ____ ____ ____
List of stored and loaned items
____ ____ ____ ____
Life insurance
____ ____ ____ ____
Auto ownership records
____ ____ ____ ____
Health insurance policy
____ ____ ____ ____
Birth certificate
____ ____ ____ ____
Homeowner’s policy
____ ____ ____ ____
Military discharge papers
____ ____ ____ ____
Car insurance policy
____ ____ ____ ____
Marriage certificate
____ ____ ____ ____
Employment contracts
____ ____ ____ ____
Children’s birth certificates
____ ____ ____ ____
Partnership agreements
____ ____ ____ ____
Divorce/separation records
____ ____ ____ ____
List of checking/savings accounts
____ ____ ____ ____
Health care proxy
____ ____ ____ ____
List of credit cards
____ ____ ____ ____
Other: _____________________
____ ____ ____ ____
Brokerage account records
____ ____ ____ ____
____________________________
____ ____ ____ ____
Important Names, Addresses and Phone Numbers
New York State and Local Retirement System, 110 State Street, Albany, NY 12244-0001, or toll-free at 1-866-805-0990 or
518-474-7736, in the Albany, New York area.
Attorney __________________________________________________________________________________________________
Accountant _______________________________________________________________________________________________
Insurance Agent ___________________________________________________________________________________________
Copies Given to ___________________________________________________________________________________________
Date Prepared _________________________________
Note: Please be sure to tell your beneficiaries to notify NYSLRS upon your death to determine what benefits may be due.
NYSLRS
VO1848 (Rev. 2/19)
NYSLRS
Office of the New York State Comptroller
Thomas P. DiNapoli, State Comptroller
NYSLRS
New York State and Local Retirement System
WHERE MY ASSETS ARE
One problem survivors often have is finding documents and valuable papers. You can assist them by filling out this form.
Give copies to your loved ones, executor, lawyer and anyone else who will need this information. You should review and
update this information periodically.
Name _______________________________________________
Social Security Number ____________________________
NYSLRS ID No. _______________________________________
NYSLRS Registration No. ___________________________
My valuable papers, assets and electronic files are stored in these locations (address plus where to look)
A. Residence ______________________________________________________________________________________________
B. Safe Deposit Box ________________________________________________________________________________________
C. Computer/File Names & Locations _________________________________________________________________________
D. Other __________________________________________________________________________________________________
ITEM
LOCATION:
A
B
C
D
ITEM
LOCATION:
A
B
C
D
My will (original)
____ ____ ____ ____
Retirement plans
____ ____ ____ ____
Power of attorney
____ ____ ____ ____
Deferred compensation/IRA
____ ____ ____ ____
Spouse’s will (original)
____ ____ ____ ____
Titles and deeds
____ ____ ____ ____
Safe combination
____ ____ ____ ____
Notes (mortgages)
____ ____ ____ ____
Trust agreements
____ ____ ____ ____
List of stored and loaned items
____ ____ ____ ____
Life insurance
____ ____ ____ ____
Auto ownership records
____ ____ ____ ____
Health insurance policy
____ ____ ____ ____
Birth certificate
____ ____ ____ ____
Homeowner’s policy
____ ____ ____ ____
Military discharge papers
____ ____ ____ ____
Car insurance policy
____ ____ ____ ____
Marriage certificate
____ ____ ____ ____
Employment contracts
____ ____ ____ ____
Children’s birth certificates
____ ____ ____ ____
Partnership agreements
____ ____ ____ ____
Divorce/separation records
____ ____ ____ ____
List of checking/savings accounts
____ ____ ____ ____
Health care proxy
____ ____ ____ ____
List of credit cards
____ ____ ____ ____
Other: _____________________
____ ____ ____ ____
Brokerage account records
____ ____ ____ ____
____________________________
____ ____ ____ ____
Important Names, Addresses and Phone Numbers
New York State and Local Retirement System, 110 State Street, Albany, NY 12244-0001, or toll-free at 1-866-805-0990 or
518-474-7736, in the Albany, New York area.
Attorney __________________________________________________________________________________________________
Accountant _______________________________________________________________________________________________
Insurance Agent ___________________________________________________________________________________________
Copies Given to ___________________________________________________________________________________________
Date Prepared _________________________________
Note: Please be sure to tell your beneficiaries to notify NYSLRS upon your death to determine what benefits may be due.
NYSLRS
VO1848 (Rev. 2/19)
NYSLRS
Office of the New York State Comptroller
Thomas P. DiNapoli, State Comptroller
NYSLRS
New York State and Local Retirement System