Family information guide - Jatoft-Foti Insurance Agency 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling out the 'Vital Statistics and Historical Data' section. Enter your full name, address, phone number, and other personal details as requested.
  3. Proceed to the 'Veterans Information' section if applicable. Provide details such as branch of service, service number, and enlistment dates.
  4. Complete the 'Spouse Vital Statistics' section with your spouse's information including their full name and birthdate.
  5. In the 'Persons to be Notified' section, list individuals who should be contacted in case of an emergency along with their relationship to you.
  6. Fill out the 'Last Will and Testament' section if you have prepared a will. Include your attorney's name and where papers are filed.
  7. Continue with the 'Estate Information' and 'Financial Institution Information' sections, providing necessary details about insurance policies and bank accounts.
  8. Finally, complete the 'Funeral Service Requests' section by indicating preferences for funeral arrangements and any special instructions.

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