It can happen to any military family separated by deployment.

A spouse at home got locked out of the bank account.

Online access denied. Then the branch refused the POA.

And that is one surprise.

A bill sent to the wrong inbox. An overdrawn autopay. A sick child and no backup childcare.

This couple felt ready.

They followed a checklist.

Every box checked. Still locked out.

They needed a 9 Line. A Financial 9 Line.

The checklist was helpful. A checkbox has room for a yes; each of the nine Lines has room for the answer.

Three simple steps.

1Find the household's essentials.
2Assemble them on nine Lines.
3Make them functional before the servicemember deploys.

What is on a Financial 9 Line?

Accounts and Access

1Bank Account Titling
2Net Income
3Autopay Bills
4Debt Payment Visibility
5Essential Account Access

Protection

6Health Care Coverage Threats
7Life Insurance

People and Deadlines

8Who to Call
9Actions to Finish Before You Leave
Information, not advice.Nothing here is legal, tax, investment, insurance, or financial advice. Talk with a qualified advisor about your own situation.Not an official publication. Not endorsed by the Department of Defense.Financial 9 Line™ · Privacy · LinkedIn