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    Free Current Assets List - PDF | Word – eForms

    What is an asset list format?
    This asset list format is a template for item categorization and is typically used to monitor office expenses and inventory. You can use the list for computers, desks, printers, apartment units, and anything that’s required to run a business. As the name implies, this list is an easy to use a chart that classifies items which have personal value.
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    How to Make a List of Personal Assets: 14 Steps (wit…

    Listing your personal assets can be tedious and time-consuming. Despite the hassle, the effort will pay off when you need to make an insurance claim if your home is broken into or destroyed by fire or flood. You can also use it to determine asset distribution as part of an estate plan. There are a few simple steps you can follow in order to make a ...

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    There are two main ways you can document your list. You can do it by hand in a notebook. This has the benefit of being accessible at any time when the notebook is in hand and can be kept in a safe place. The other option is to use an electronic spreadsheet to keep records, which is convenient and can be easily changed. An electronic list can also be printed, downloaded into the Cloud, or stored on a thumb drive.

    You can create tables in Microsoft Word or use Microsoft Excel to create your electronic list. You can make headings for each category and subcategory.You can also easily add things to your list in either program by adding rows and columns to the tables.

    Either option is legitimate. It depends on your personal preference for record keeping. The electronic version is more easily shared, changed, and added to, so many people choose this option.

    There are two main types of assets. The first is physical assets. These are the tangible properties you own such as your home, furnishings, automobiles, artwork, clothes, and other items that you can see and feel. The evidence of your ownership of physical assets is documented in legal documents includin…

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    Attach a list of legal representatives or authorized agents.

    You should list the individuals that can help with your affairs if you are unable to. In the event of an emergency or in a time where you are unable to conduct your own affairs, you need to document the names, addresses, and contact information of your advisers or family members who have authority to act on your behalf.

    You should notify these individuals that you have completed a personal asset inventory, where it is located, and any instructions regarding when and how to access the information.

    Scan or photocopy all of your receipts.

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    After retiring from State employment, is life insurance coverage an asset? Is the state retirement an asset?

    If the life insurance has a cash value, it should be considered a financial asset as should the State retirement fund if it is legally your right to receive.

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    Can I get a list of assets to consider?

    In addition to Steps 2 and 3 in the section Writing Your List, review the asset categories in wikiHow's How to Determine Assets in Accounting.

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