Personal Information

In addition to the Master Folder, it is also a best practice for the veteran to keep all his personal information in a secure, central location that his next of kin can access. The following table is an indicative – though not necessarily all-encompassing – list of some of the important information that should be maintained.

ItemDetails
BodyPersonal InformationAadhar, PAN, Driving License, Voter ID, Passport, Ration Card, Email Addresses and login particulars
CertificatesBirth, Education, Marriage, Domicile
Service and Retirement ParticularsPersonal Number, PPO
ESM CardsECHS Card, CSD Smart Card, ROIC Card, ESM I-Card
Banking and UPI DetailsAccount Numbers of Savings Accounts, Fixed Deposits, Safe Deposit Lockers, Credit/Debit Cards/UPI IDs with PIN, Loans taken
Investments / Saving SchemesDetails of shares along with depositories, Demat Accounts, Mutual Funds, Debt Instruments (PPF, SCSS, NSC, SGB, etc)
InsuranceDetails of Life, General (Vehicle), Medical Insurance Policies held
TaxInformation to access the Income Tax portal, Property Tax details
UtilitiesElectricity, Gas, Telephone, Mobile account IDs, WiFi/Broadband
Information Technology and MobilesLogin information for PCs/Laptop/Smartphone, software, cloud storage accounts
Club MembershipsRSAMI, SSTASC, RWITC membership details
SubscriptionsSoftware, online magazines/newspapers

The above information could either be printed or stored digitally using a notes application such as Microsoft OneNote (with password protection) or a password manager, which can store notes securely.

Towards this end, NWWA has brought out an Indian Navy Family Logbook which is a good aide memoire to store personal data in a single point format. A copy of the same may be downloaded by clicking here, a fillable pdf version may be downloaded here, and a simplified MS Word (English only) version of the same may be viewed and filled up by downloading and using this file.