"Death is Certain, Time is Not"
INFORMATION and INVENTORY REQUIREMENTS- EXPAT
INFORMATION and INVENTORY REQUIREMENTS- EXPAT
It is important as an expat to know what is required when you or one of your loved ones passes away in your HOST country.
The below information should be available
to your family in your Host country or a friend if you are on your own, as well as family or friends back in your home country.
A contact number for a family or friend
back at home should be left with a reliable person in your host country.
If you are concerned about leaving the
below information with other family members or friends, then ensure that you
have left this with the person responsible for your Estate / Will, may it be a
bank, accountant or lawyer. Then ensure that someone knows where to find this
information if you do pass away.
STEPS
THAT SHOULD BE TAKEN IN YOUR HOST COUNTRY:
1. Register every member of your family with your HOME country Embassy, in your HOST country. Most embassies require the following information:
- Person's Name, Date and Place of Birth, Passport Number, Visa or Work Permit Number,
and the Contact Details for each family member,
- The Full name and address of Next of Kin,
- On the death of a family member they would require Date and Place of Death, Cause of
Death, and the Location of the Remains.
2. Your embassy will assist you in the event of a death of a family member in your Host country and will be the source of any required information with regards processes to be followed.
3. Be proactive and contact your embassy to find out all relevant processes to follow in cases of death; natural disasters; and evacuation processes during conflicts.
4. When a person has passed away contact your embassy, as well as the police, a doctor or emergency services. Find out who the relevant people are to contact via your embassy.
- Person's Name, Date and Place of Birth, Passport Number, Visa or Work Permit Number,
and the Contact Details for each family member,
- The Full name and address of Next of Kin,
- On the death of a family member they would require Date and Place of Death, Cause of
Death, and the Location of the Remains.
2. Your embassy will assist you in the event of a death of a family member in your Host country and will be the source of any required information with regards processes to be followed.
3. Be proactive and contact your embassy to find out all relevant processes to follow in cases of death; natural disasters; and evacuation processes during conflicts.
4. When a person has passed away contact your embassy, as well as the police, a doctor or emergency services. Find out who the relevant people are to contact via your embassy.
5.
A medical officer or doctor will have to pronounce the person as deceased, they will issue a medical record stating that the death was of natural causes and that nothing suspicious occurred.
6.
The coroner, funeral
home/parlor or police ambulance should be contacted to collect the body. The remains will be handled in accordance with the laws of and facilities available in your host country.
7. If the remains are to be shipped to your Home country, it would be necessary to embalm or cremate the body. Check the local requirements and customs allowed within your Host country. Certain Muslim countries will not allow non-Muslim's to be cremated within the country, and special arrangements would be required to ensure that customary procedures of your Home Country are followed. Once again your embassy should have this information.
8.
Find out the legal requirements
with regards the remains and follow these in accordance with the persons wishes.
9. The official funeral director should be
able to complete and hand in any official forms on your behalf e.g. Lodging the
Death Certificate with the relevant State/Government Department, as well as
certify Identity Documents and Death Certificates.
10.
Certified Copies of the
Identity Documents, Passports and Death Certificate should be kept in a safe
place. These may be required to close personal accounts at a later date and for official government requirements back at home.
11.
In the case of an expat or a
member of the expats family passing on, the below questions should be
provided for a course of action to be followed by surviving family members.
12.
This document should be
completed separately by each adult member of the family.
13.
This document should be
distributed to relevant individuals and kept in a safe place.
14.
Delete any sections that are
irrelevant and add in sections that may have been left out and which are
appropriate for the country you are a citizen of.
To find your Home country embassy in your Host country try out the Project Visa website,
EXPAT PERSONAL AND INVENTORY FORM
Personal
Details:
Full Name:______________________________________________________________
ID Number:_____________________________________________________________
Passport
Number:________________________________________________________
Resident’s Permit / Visa Number:___________________________________________
Essential
Friends, relatives, neighbors and colleagues to be contacted in the event of
my death:
Name:
|
Relationship:
|
Contact
Details: Tel/Email
|
Where I have placed my Will:________________________________________________
Where I keep my ID Book / Passport:__________________________________________
Organ Donor:________________________
Living Will:___________________________
Guardianship
of my children:
Names of
Children:_________________________________________________________
Name of Guardian:_________________________________________________________
Contact for
Guardian:_______________________________________________________
Person responsible for Children until
Guardian arrives:_____________________________
Contact for
above:___________________________________________________________
Pets:
Names of
pets:_____________________________________________________________
Details of pets care:_________________________________________________________
Name of person
responsible:__________________________________________________
Contact for person
responsible:________________________________________________
Funeral
Details:
Place of worship:___________________________________________________________
Requests
regarding burial / cremation and scattering of ashes:
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
Preferred funeral
arrangements:
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
Contact of
Funeral Parlor / Person responsible in Host country for Funeral Arrangements:
Name:____________________________________________________________________
Tel:_______________________________________________________________________
Other:_____________________________________________________________________
Payment options for funeral:
Burial Scheme /
Funeral Policy:_____________________________________________________________
Financial Details:
Income tax number:____________________________________________________
Auditors:_____________________________________________________________
E-mail:_______________________________________________________________
Tel:__________________________________________________________________
Employment
/ Sources of income details:
Employer:____________________________________________________________
Tel:__________________________________________________________________
Company policies:______________________________________________________
Company benefits:______________________________________________________
Bank
account:
Institution:____________________________________________________________
Account number:_______________________________________________________
Type of account:________________________________________________________
Account details:_________________________________________________________
Insurance:
Institution:_____________________________________________________________
Account number:________________________________________________________
Type of account:_________________________________________________________
Account details:__________________________________________________________
Investments:
Institution:______________________________________________________________
Account number:_________________________________________________________
Type of
account:__________________________________________________________
Account
details:___________________________________________________________
Policies:
Institution:_______________________________________________________________
Account
number:__________________________________________________________
Type of
account:___________________________________________________________
Account
details:___________________________________________________________
Pension
Funds:
Institution:_______________________________________________________________
Account
number:__________________________________________________________
Type of
account:__________________________________________________________
Account
details:___________________________________________________________
Unit
Trusts
Institution:_______________________________________________________________
Account
number:__________________________________________________________
Type of
account:___________________________________________________________
Account
details:___________________________________________________________
Loans:
Institution:_______________________________________________________________
Account
number:__________________________________________________________
Type of
account:__________________________________________________________
Account details:___________________________________________________________
Shares:
Institution:_______________________________________________________________
Account
number:__________________________________________________________
Type of
account:__________________________________________________________
Account
details:___________________________________________________________
Off
shore assets:
Institution:_______________________________________________________________
Account
number:__________________________________________________________
Type of
account:__________________________________________________________
Account
details:___________________________________________________________
Accounts
to be paid up and closed:
NAME
|
Account
Details
|
Account
Number
|
Contact
Details: Tel / Email
|
Doctor 1
|
|||
Doctor 2
|
|||
Dentist
|
|||
Pharmacy
|
|||
Credit card
|
|||
Clothing
|
|||
Landline / Tel
|
|||
Cell phone
|
|||
Pay TV
|
|||
Security
|
|||
Ownership
Documents:
Car Lease:_______________________________________________________________
________________________________________________________________________
Residential
Property:
Property
Number
|
Deed
in name of
|
Bank
|
Tel
|
Mortgage
account number
|
If bonded / mortgaged the bank will hold
the deed if not state where the title deed is kept:
Mortgage
/ Life Insurance
Insurer:___________________________________________________________________
Policy Number:____________________________________________________________
E-mail:___________________________________________________________________
Tel:______________________________________________________________________
Details
of Rates and Taxes Account / Body Corporate / Managing Agents:
Details:___________________________________________________________________
Contact:__________________________________________________________________
Account number:___________________________________________________________
E-mail:___________________________________________________________________
Tel:______________________________________________________________________
Other:____________________________________________________________________
Details
of Timeshare:
Resort:___________________________________________________________________
Tel:______________________________________________________________________
Ref / Account number:_______________________________________________________
RCI / Other:_______________________________________________________________
Tel:______________________________________________________________________
Medical
Aid:
Name of Medical Aid:______________________________________________________________________
Tel:______________________________________________________________________
Account / Ref Number:_______________________________________________________
Details
of Executor:
Name of Institution:__________________________________________________________
Name of Person:_____________________________________________________________
If person state ID number:_____________________________________________________
If Institution state Account / Ref Number:_________________________________________
E-mail:_____________________________________________________________________
Tel:________________________________________________________________________
Details
of Administrator of Trust:
Details of Trustee:____________________________________________________________
Institution:__________________________________________________________________
Contact Details:_____________________________________________________________________
Housekeeper
employees details, contract, UIF/Social Security etc:
Full name:___________________________________________________________________
Tel:_________________________________________________________________________
ID Number:__________________________________________________________________
Resident Permit / Visa Number:__________________________________________________
Other Details:_________________________________________________________________
Details
of Firearms, locations of licences and access to safe:
Firearms:_____________________________________________________________________
Licences:_____________________________________________________________________
Safe:_________________________________________________________________________
Computer
logins:
Account
|
Login
|
Password
|
Other
|
Email
|
|||
Facebook
|
|||
Twitter
|
|||
Etc
|
Note any other items that have not been
mentioned on this list, e.g. details of CC, Partnership agreements, ante
nuptial contracts, divorce agreements, hiring or letting contracts, safe keys /
combinations, passwords for computer, where the gold is buried, etc.
WITNESS
1 WITNESS
2
Name:____________________
Name:__________________ Name:__________________
Signature:_________________
Signature:_______________ Signature:_______________
Date:_____________________ Date:____________________
Date:____________________
Regard this as a legal document, initial
each page and get your witnesses to initial alongside you. Once this document
has been completed, keep the original in a safe place and distribute copies to
the relevant family or friends. Let them know where the original document is,
for future legal requirements.
If you would like to receive these documents in Microsoft Word format, please send an email to help@xpatulator.com
Xpatulator.com bringing you all your Expat cost of living information
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