One entry per employer or professional activity with legal, financial, or benefit relevance — benefits, vesting, credentials, and survivor obligations that outlive employment.
Download templateNothing is entered on this page — you fill the template in privately.
Text file — the flexible one. Use it as-is, open it in any editor, or paste it into an AI tool to reshape the blank form to fit your family: rename a field, add a row, drop one you don't need.
Print / PDF — the ready-to-use one. Print it and fill it in by hand, or choose Save as PDF and complete it in your own offline PDF app. Either way it stays with you — the finished Secure Guide template goes inside your Vault.
One rule: only ever give an AI tool the blank template. Never paste your real information — passwords, account numbers, anything you'd keep secret — into an AI tool, an online service, or anywhere outside your own Vault. Customizing an empty form is fine; filling it in happens privately, offline. That's the same rule this site follows: nothing sensitive ever leaves your hands.
Secure Guide Starter Template
Store this inside your Vault. Create one entry per employer or professional activity with legal, financial, or benefit relevance; education entries follow the same shape.
Organization and role (e.g., "Logistics company — Operations Manager"; "Self-Employed — Consulting").
Work History; family-guide; At-Home
Month/year, with employer name changes from mergers noted.
Pension, 401(k), life insurance, retiree health — with plan administrator name and contact. Account credentials are high-friction — store in your password manager.
Fully vested / partial / forfeited, with dates.
Licenses and certifications, issuing body, renewal cycle, closure procedure.
Where contracts, benefit statements, DD-214, or settlement documents live.
Survivor-benefit eligibility, union contacts, claims procedures, obligations that outlive employment.
This template contains no sensitive information. It can be stored with household documents.
One sentence (e.g., "Complete work history — employers, dates, benefits, pensions, professional licenses — is documented in The Secure Guide").
Pointer — the Work History section of the Secure Guide; original documents in the fireproof safe.
Steward + cadence (e.g., reviewed annually with the benefits statements).
For survivor benefits: the plan administrators listed in the Secure Guide, or the family's benefits consultant. Pensions may exist at more than one former employer — check the catalog before assuming anything lapsed.