Checklist For Life

User Guidelines
On the following pages you will nd Huntingtons Checklist for Life. It has been developed to help you organize all of your nancial information or your parents nancial information in one place. As you complete and use this checklist, please remember to store it, as well as any documents you are using to complete it, in a secure location. Do not leave these forms or any other statements or documents lying around where others can see them. For more information or to speak with a Huntington Investment Company representative,

call toll-free 1-800-322-4600.

Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.

Date Total Assets Total Debt

Huntington Checklist For Life

MY MONEY
Total Primary Bank Address Contact Phone # CHECKING ACCOUNTS Financial institution Account number Average balance Financial institution Account number Average balance Financial institution Account number Average balance SAVINGS ACCOUNTS Financial institution Account number Current balance Interest rate Financial institution Account number Current balance Interest rate

CDS Financial institution Account number Current balance Interest rate Months until maturity Financial institution Account number Current balance Interest rate Months until maturity MONEY MARKET ACCOUNTS Financial institution Account number Current balance Interest rate Financial institution Account number Current balance Interest rate OTHER Type(s)

Current balance(s)

Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.

Huntington Checklist For Life

MY PROPERTY EQUITY
Total HOME NO. 1 Location Current Equity Remaining Debt? HOME NO. 2 Location Current Equity Remaining Debt? VEHICLES Type Boat Current Equity Remaining Debt? OTHER Type(s) Current Equity Remaining Debt? Plane Yes Classic Auto No

MY LOANS
Negative Total

Mortgages
HOME NO. 1 Yes No Location Mortgage Lender Account Number Interest Rate Term Years Remaining Current Debt HOME NO. 2 Location Mortgage Lender Account Number Interest Rate Term Years Remaining Current Debt HOME EQUITY LOANS Location Mortgage Lender Account Number Interest Rate Term Years Remaining Current Debt

Yes

No

Yes

No

Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.

Huntington Checklist For Life

Vehicle Loans
VEHICLE NO. 1 Vehicle Lender Account Number Interest Rate Term Years Remaining Current Debt VEHICLE NO. 2 Vehicle Lender Account Number Interest Rate Term Years Remaining Current Debt OTHER VEHICLES Type of Vehicle Boat Lender Account Number Interest Rate Term CREDIT BALANCES Credit Lender Interest Rate Current Debt Credit Lender Interest Rate Current Debt Plane Classic Auto

OTHER Type(s)

Current Debt

MY INVESTMENTS
Total

My Workplace Investments
RETIREMENT PLANS 401/403 EMPLOYER PLANS Account Name Account Number Current Assets Beneciary PENSION Account Name Account Number Current Assets Beneciary STOCK OPTIONS Account Name Account Number Current Assets Beneciary

Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.

Huntington Checklist For Life

EMPLOYER INSURANCE COVERAGE Insurance Provider Type of Insurance Account Number Beneciary Pays Upon Death Total Payout OTHER Type(s)

EDUCATION Account Type Account Name Account Number Beneciary Current Assets Account Type Account Name Account Number Beneciary Current Assets INDIVIDUAL STOCKS Stock Name Account Number Beneciary Current Assets Stock Name Account Number Beneciary Current Assets SAVINGS BONDS Account Name Account Number Interest Rate Years until maturity

Disability

Current balance(s)

My Personal Investments
RETIREMENT Account Type Account Name Account Number Beneciary Current Assets Account Type Account Name Account Number Beneciary Current Assets

Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.

Huntington Checklist For Life

MY INSURANCE PROTECTION
LIFE Insurance Provider Account Number Beneciary Total Payout DISABILITY Insurance Provider Account Number Beneciary Total Payout PROPERTY/CASUALTY Item Insured Insurance Provider Account Number Amount Insured Item Insured Insurance Provider Account Number Amount Insured OTHER Type(s)

MY PROFESSIONALS
BANKER Name Institution Phone Number FINANCIAL ADVISOR Name Institution Phone Number ACCOUNTANT Name Institution Phone Number ATTORNEY Name Institution Phone Number PRIMARY CARE PHYSICIAN Name Institution Phone Number

Total Coverage

Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.

Huntington Checklist For Life

MY SAFE DEPOSIT BOX

Financial Institution Account Number Location Location of key Contents

FUNERAL INSURANCE Insurance Provider Account Number Beneciary Total Payout BURIAL PLOT Name of Cemetery Location Contact Phone Number

Financial Institution Account Number Location Location of key Contents

My Estate
EXECUTOR Name Phone Number HEIRS AND CONTACTS

MY ARRANGEMENTS Prearrangements
FUNERAL HOME Name of Facility Contact Phone Number

What to do with this information

Reminder: As you complete and use this checklist, please remember to store it, as well as any documents you are using to complete it, in a secure location. Do not leave these forms or any other statements or documents lying around where others can see them. For more information or to speak with a Huntington Investment Company representative,

call toll-free 1-800-322-4600.

Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.