Knowledge Base

Available Money

Checking Account

Institution (picklist), Account #, Avg. Balance, Ownership
type (P/L), Other Owners, Other Types specifics, Pay-on-death designation, names / POD, online banking ID# and Password, ATM specific info, Any Special requirements, Location of statements and returned checks

Certificate of Deposit

same as above

Automatic Teller Card

code, institution (P/L), Identification #, PIN, Location of

Savings Account

same as Checking Acct. Info


Location, Amount, People aware of the location

Debit Card

same as ATM card info

Money Market Account

same as Checking Acct. Info

Traveler's Checks

Issued by, Numbers, Amount, Location

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