- Fixed
Deposits
-
Keep record of credit card information.
-
Expiry dates
-
Pin code for ATM.
-
Keep record of Bank ATM Cards / Bank debit card number and PIN
Codes.
-
Keep record of valuables kept in various bank lockers.
-
Keep record of life insurance for all family members.
-
Automatically copies amount paid to MyLife Pocket Money program.
-
Keep record of property purchased.
-
Location, size, area, registries, power of attorney details.
-
Purchase cost and current market value.
-
Record of Income Tax details for all family members.
-
Income tax (PAN) Numbers details.
-
Income declared and Income tax paid for all Family Members in
previous years.
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