How to Make an Important Personal Account Information List

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If there were an emergency and you needed to contact your agent quickly, would you be able to do this quickly? Tracking your crucial personal account information in a list, all in one place, is a great way to have everything you need for quick and easy lookup.

Here is some important information you can use for your spreadsheet. I also included a FREE printable you can use and print out, fill in, and store in a safe (affiliate) (fireproof) place. Print out as many as you need to include all of your information.

How to make an important personal account information sheet

Name of Account - Make sure the name is complete. Don't abbreviate because if someone else is looking at it, they may not know what it means.
Account Number - include a complete number, not just the last four digits. When you contact the location, you may have trouble accessing the account.
Person to Contact in case of an emergency - if you have a contact, add it here. Some places may have a representative associated with the account. If it does, be sure to update the information.
Phone number and/or website - this information is invaluable if you don't have time to call, you have another way to contact them.
Log in with your Name and Password or Password (hint). The username and password are always valid. If you use the same password, consider changing it when you make this list. Each account should have its unique password.
Notes/Address if needed. - This area is helpful if there is anything else you or someone else needs to remember when they contact this company.

Important personal account information Spreadsheet: Print and store in a safe(fireproof) place.

Add a reminder to your calendar to review your accounts annually and ensure that new or revised account numbers and information are added to the spreadsheet. The benefit of having this list created is that if there is an emergency, you will be able to have all your info in one place. Try it! Check out these other emergency preparedness posts from our blog.