![]() Next, make a record of all the Stocks and Bonds owned by the Declarant on the “Stocks/Bonds” line. If reporting a Boat, then document its length, color, Hull Identification Number, Make, Model, and Year of Manufacture. For instance, when documenting an automobile, list the Make, Model, Year Of Manufacture, Color, Vehicle Identification Number, and Odometer Reading. When reporting a Vehicle in this section, describe it fully and deliver the numbers it is identified with. In cases where the Declarant is a Co-Owner of one or more of either of these types of Vehicles make sure to list the other Owner’s Name. The first two items, “Motor Vehicles” and “Boats,” will allow a record of the Vehicles owned, or partially owned by the Declarant. Some space has been provided after each one so that a report defining each Declarant Property and Asset can be presented in an organized fashion. Now that we have identified the Declarant, we must now address his or her “Personal Property & Assets.” The second article will be divided into several topics. Enter his or her “Residency” and “Citizenship” Status on the next two blank spaces in this section.ģ – Define The Declarant Personal Property And Assets This should be reported using the three pre-formatted blank spaces labeled “SSN.” The Declarant’s Status must also be discussed. Locate the first article “Identification.” Enter the First and Last Name of the Declarant issuing this paperwork on the spaces labeled “First Name” and “Last Name.” The next item we will use as a means of identification will be the Declarant’s Social Security Number. This is the individual who will declare that he or she owns or partially owns all tangible and intangible properties on this list. It will be crucial to the validity of this paperwork that we solidify the Issuer’s identity. ![]() This should be reported as a Month Name and Calendar Day on the first blank space and the Year on the second blank space. Supply the current Calendar Date using the first line on this page. Make sure you have a compatible program for the format you choose so that you can work directly onscreen.Ģ – Document The Date And The Issuer Of This List This template is downloadable by clicking any of the buttons under the preview image then saving the form to your machine. How to Writeĭownload in Adobe PDF, Microsoft Word (.docx) or Open Document Text (.odt). A current assets list is commonly used when creating a Last Will and Testament or as part of completing an Estate Planning Checklist to identify all assets and holdings that may be unbeknownst to heirs and beneficiaries of the individual. A current assets list is a list of all items under an individual’s ownership, including but not limited to personal property (household items, jewelry, vehicles, etc.), bank accounts, real estate, investments, life insurance policies, and any other valuables.
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