How do I use the family coverage organizer?

Download the free PDF, print it, and fill it out by hand. Record your policies, key contacts, and where your documents are kept, then store the completed page somewhere safe like a fireproof box.

Free Printable Family Coverage Organizer (PDF)

Q: Should I write down my SSN or account numbers?

We recommend against writing full Social Security or account numbers on the sheet. Instead, note where those documents are kept so the information stays secure.

Free · one page · no sign-up

Download the printable organizer

A blank PDF you print and complete by hand at home. Nothing to fill in online.

↓ Download the PDF Open to print

🔒 We never collect your information. There is no form to fill out on this website — you download a blank page and write on it yourself, privately. Nothing is sent to or stored by United Trust Life. For your safety, we recommend not writing full Social Security or account numbers on it — instead note where those documents are kept, and store the finished page somewhere secure like a fireproof box.

What it helps you record

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Your policies — type, company, who to call, and beneficiary for each.
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Key contacts — your agent, attorney, financial advisor, and employer or union benefits.
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Where your documents live — so your family can actually find them.
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Notes and wishes — a place for the things you’d want them to know.

Make sure the coverage is there

A form only helps if the policy exists.

The organizer records what you have — these tools help you figure out what you need.

Coverage Calculator Survivor Income Coverage Talk to Justin

Questions, answered

Family Coverage Organizer — FAQ

Do you collect any of my information?+

No. This is a blank PDF you download and fill out by hand on your own. There’s no form to complete on this website, and nothing is ever sent to or stored by United Trust Life.

How do I use it?+

Download the free PDF, print it, and fill it out by hand. Record your policies, contacts, and where documents are kept, then store the finished page somewhere safe.

Should I write down my SSN or account numbers?+

We recommend against writing full SSNs or account numbers. Instead, note where those documents are kept so the information stays secure.