Organize all your important information for your loved ones

1. Ameriprise Financial
Chris Winn, CFP®
1500 NW Bethany Blvd #280
Beaverton, OR 97006
503-439-1880
christopher.k.winn@ampf.com
Personal Document Locator
July 23, 2009

2. Ameriprise Financial Page 2 of 7
Personal Document Locator
Please keep in a secure location.
This Personal Document Locator is simply a detailed list of where you store your important records and papers
and who your primary advisors and contacts are. This list will assist your loved ones in the event of your death
or disability. Keep this list at home along with your other important documents, and make sure a trusted family
member knows where it is, or provide a copy to the family member, your executor, and/or your attorney.
Remember to update your Personal Document Locator at least once a year to ensure its accuracy.
Part A -- Personal Information
Name (first, middle, last)
Street Address
City, State, ZIP Code
Social Security Number
Date of Birth
Place of Birth
See disclaimer on final page
July 23, 2009

3. Ameriprise Financial Page 3 of 7
Part B -- Personal Contacts
Attorney
Name Firm Name
Address City, State, ZIP
Phone Number(s)
Tax Preparer
Name Firm Name
Address City, State, ZIP
Phone Number(s)
Insurance Agent
Name Company Name
Address City, State, ZIP
Phone Number(s)
Financial Advisor
Name Company Name
Address City, State, ZIP
Phone Number(s)
See disclaimer on final page
July 23, 2009

4. Ameriprise Financial Page 4 of 7
Part B continued -- Online Accounts
Website Address (URL) Username Password
Notes
See disclaimer on final page
July 23, 2009

5. Ameriprise Financial Page 5 of 7
Part C -- Location Key
Specify the location(s) where you keep your documents (e.g., home, office, safe, safe-deposit box). For each item
in Part D, check the number that corresponds to the correct location.
Location 1
Location 2
Location 3
Location 4
Location 5
Part D -- Important Documents 1 2 3 4 5
Will
Durable Power of Attorney
Health-Care Directives
Trust Agreements
Birth Certificate
Social Security Card
Marriage Certificate
Military Papers
Adoption Papers
See disclaimer on final page
July 23, 2009

6. Ameriprise Financial Page 6 of 7
Part D continued 1 2 3 4 5
Divorce/Separation Papers
Vehicle Titles
Deeds
Safe-Deposit Box/Keys
Bank Account Records (e.g., checking and savings accounts, CDs)
Tax Returns
Mortgage and Loan Papers
Insurance Policies -- Home and Vehicles
Insurance Policies -- Property and Casualty
Insurance Policies -- Life
Insurance Policies -- Health
Business Papers (e.g., incorporation papers, trademarks, patents)
Retirement Account Papers (e.g., IRAs, annuities)
Investment Papers (e.g., securities, stocks, bonds, mutual funds)
Proof of Citizenship
Important Keys
Antiques and Heirlooms
Jewelry
Cash
Funeral Instructions (e.g., cemetery plot deed, burial instructions)
Notes
See disclaimer on final page
July 23, 2009

7. Page 7 of 7
Ameriprise Financial The information contained in this material is being provided for general education
Chris Winn, CFP® purposes and with the understanding that it is not intended to be used or interpreted
1500 NW Bethany Blvd as specific legal, tax or investment advice. It does not address or account for your
#280 individual investor circumstances. Investment decisions should always be made
based on your specific financial needs and objectives, goals, time horizon and risk
Beaverton, OR 97006 tolerance.
503-439-1880
christopher.k.winn@ampf.com The information contained in this communication, including attachments, may be
provided to support the marketing of a particular product or service. You cannot rely
on this to avoid tax penalties that may be imposed under the Internal Revenue
Code. Consult your tax advisor or attorney regarding tax issues specific to your
circumstances.
Neither Ameriprise Financial Services, Inc. nor any of its employees or
representatives are authorized to give legal or tax advice. You are encouraged to
seek the guidance of your own personal legal or tax counsel. Ameriprise Financial
Services, Inc. Member FINRA and SIPC.
The information in this document is provided by a third party and has been obtained
from sources believed to be reliable, but accuracy and completeness cannot be
guaranteed by Ameriprise Financial Services, Inc. While the publisher has been
diligent in attempting to provide accurate information, the accuracy of the information
cannot be guaranteed. Laws and regulations change frequently, and are subject to
differing legal interpretations. Accordingly, neither the publisher nor any of its
licensees or their distributees shall be liable for any loss or damage caused, or
alleged to have been caused, by the use or reliance upon this service.
Copyright 2009 Forefield, Inc. All Rights Reserved.