LIFE’S CHECKLISTS · FREE WORKSHEET
Newlywed household administration
Plan updates that apply to you; marriage does not require every person to change their name.
First read the completed example. Then write your own answers in the blank sections. If you do not know an answer, write what you need to ask. Official applications may require their own forms.
Completed example
This is a fictional practice entry. Write your own details in the blank sections below.
- Item
- Beneficiaries
- Applies to us?
- Yes; each person will review their own accounts
- Official instructions
- Employer benefits portal instructions saved
- Documents needed
- Plan's beneficiary form
- Responsible person
- Each account owner
- Done
- One completed; second review scheduled October 30
Date: ____________________
Marriage certificate copies
Applies to us?
Official instructions
Documents needed
Responsible person
Done
Name change if chosen
Applies to us?
Official instructions
Documents needed
Responsible person
Done
Address updates
Applies to us?
Official instructions
Documents needed
Responsible person
Done
Insurance / beneficiaries
Applies to us?
Official instructions
Documents needed
Responsible person
Done
Shared budget
Applies to us?
Official instructions
Documents needed
Responsible person
Done
Emergency contacts
Applies to us?
Official instructions
Documents needed
Responsible person
Done
Estate-planning questions
Applies to us?
Official instructions
Documents needed
Responsible person
Done
Notes: