Beyond income, expenses and insurance, preparing for retirement is a opportunity to ensure your legal affairs are in order. Consider creating or updating important records.

Items to review and update:

• Beneficiary designations
  Financial institutions (banks, credit unions)
  Employer
  Investment companies
  Retirement plans
  Life insurance policies

• Emergency contacts with appropriate agencies and institutions

• Mailing address on record with agencies and institutions

• Living will or trust
  Search the internet for free online services or contact the Employee Assistance Program for assistance.
   

Get Organized

• Centralize your records in one place.  Include copies of important documents.
• Create a contact list of financial information (life insurance, wills, trusts etc.) for your family and yourself in post-retirement.

Return to the Retirement Planning Guide and Resources