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Information about all aspects of finances affected by a serious health condition. Includes income sources such as work, investments, and private and government disability programs, and expenses such as medical bills, and how to deal with financial problems.
Information about all aspects of health care from choosing a doctor and treatment, staying safe in a hospital, to end of life care. Includes how to obtain, choose and maximize health insurance policies.
Answers to your practical questions such as how to travel safely despite your health condition, how to avoid getting infected by a pet, and what to say or not say to an insurance company.

List of Instructions

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Step 5 of 10 - Financial Information

Credit Cards

Card/IssuerAccount NumberExpirationOthers Authorized

Bank Accounts

InstitutionAccount #Contact Name & PhoneOthers With Access


InstitutionAccount #Contact Name & PhoneOthers With Access

Income Taxes

Enter notes about when you pay, if you make estimated payments, and where your tax records are stored.


Person OwedAmountNotes

Income Sources

TypeAmountContact People / Notes