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.

Personal Information
Aadhar, PAN, Driving License, Voter ID, Passport, Ration Card, Email Addresses and login particulars
Birth, Education, Marriage, Domicile
Service and Retirement Particulars
Personal Number, PPO
ESM Cards
ECHS Card, CSD Smart Card, ROIC Card, ESM I-Card
Banking and UPI Details
Account Numbers of Savings Accounts, Fixed Deposits, Safe Deposit Lockers, Credit/Debit Cards/UPI IDs with PIN, Loans taken
Investments / Saving Schemes
Details of shares along with depositories, Demat Accounts, Mutual Funds, Debt Instruments (PPF, SCSS, NSC, SGB, etc)
Details of Life, General (Vehicle), Medical Insurance Policies held
Information to access the Income Tax portal, Property Tax details
Electricity, Gas, Telephone, Mobile account IDs, WiFi/Broadband
Information Technology and Mobiles
Login information for PCs/Laptop/Smartphone, software, cloud storage accounts
Club Memberships
RSAMI, SSTASC, RWITC membership details
Software, 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.