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Joint Accounts Checklist

Now that you're married, you'll probably want to merge some accounts. Here's what you need to remember.

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Before: His & Her Accounts

  • Checking Account Number
  • Balance
  • Savings Account Number
  • Balance
  • Savings Account Number
  • Balance
  • Investment Account Number
  • Balance
  • Credit Card #1 Account Number
  • Balance
  • Interest Rate
  • Credit Card #2 Account Number
  • Balance
  • Interest Rate
  • Car Insurance Account Number
  • Payment
  • Life Insurance Account Number
  • Payment
  • Health Insurance Account Number
  • Copayment
  • Loan Account Number
  • Payment
  • Interest Rate

After: Our Accounts

  • Checking Account Number
  • Balance
  • Savings Account Number
  • Balance
  • Savings Account Number
  • Balance
  • Investment Account Number
  • Balance
  • Credit Card #1 Account Number
  • Balance
  • Interest Rate
  • Credit Card #2 Account Number
  • Balance
  • Interest Rate
  • Car Insurance Account Number
  • Payment
  • Life Insurance Account Number
  • Payment
  • Health Insurance Account Number
  • Copayment
  • Loan Account Number
  • Payment
  • Interest Rate

-- The Nest Editors

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