If Bruno Dies
This is a account access convience page. Some key information and instructions are found in the If Bruno Dies document. A physical copy of that document is kept the the large chinese cabinet in the living room, in a sealed envelope.
Logon's and passwords are now being managed using my bruno7250@gmail.com account on Google Chrome. Strong passwords have been established for the financial accounts. The Key is to keep the password for the google account secure. So it will be changed periodically. I have a general scheme which currently uses Omar and Abe. The explanation of the system is in the In Case Bruno dies document kept in the ticket drawer. My phone and the daughters email can be used for recovery.
Finances
Chase Bank requires a text message to my phone to get access. The website gets to the checking, investment, and credit cards. I have private client status at chase, which should get some extra attention. My current contact guy is Mike Wienmann at the branch on Zeeb Road.
Charles Schwab requires a code from a FOB labeled BRUNO SCHWAB kept on my basement desk. I am high-status at Schwab, my guy is David Pina. I have spoken to him and gotten assistance of several occasions. If he is still current he will surely be able to help. His office is at 760 W Eisenhower Pkwy, Suite 150; 734-998-1562 david.pina@schwab.com. You can check on-line for the name of my current consultant, there will always be one. Currently is the icon of a person with a down arrow.
Fidelity Charitable This account is still in Carol's name. The user ID is chollens454
Treasury Direct My account number is Y-944-378-391 a onetime passcode will be sent to the umich email. This can take a few minutes to clear in.
TIAA CREF - My money is now annuitized, so there is no balance here. They will need to be informed that I have died to stopthe annuity payments.
Social Security - Once a death certificate is filed, Social Security should not need to be notified, but better to do it than not.
Metlife - Policy 915404728 PR, my servicing rep is current Jim Liu. I met with him once, but have no relationship.
State Farm - Policy LF-0216-1888. I need to figure out how to find this information.
IRS - Access to my IRS account is done through a third party app called id.me
login.gov - used for things like global entry.
Citibank Costco This credit card account is shared with Evelyn
American Express Customer Service 866-391-1424 international 336-393-1111. I plan to close this account in July 2024
Barclay's - Aviator Mastercard attached to my American Airlines Miles
Money Transfer Sites
Many of these sites will have some balance available
List to be provided to people who want to send money
Zelle - bruno
Paypal - brunoppal@gmail.com I think also to 734-395-3380
Venmo - @Bruce-Wilson-77 maybe also bruno7250@gmail.com and 734-395-3380
Apple Cash - this is actually accessed through the apple wallet on my phone. Send and receive through messages
Travel
Delta - I have a number of Delta logins in the passwords. There are a lot of miles worth thousands of dollars.
American Airlines There are some miles
United Airlines Mostly for Sara
AAA my number is 429 047 3285971107 I may have car reservations here
E-ZPass Ohio Turnpike - transponder lives in the ticket drawer
The following are all owned by Booking Holding
Booking.com - I may have hotel reservations here.
Open Table - Linked to Booking.com somehow.
Trip Advisor - sign on with the email, but userid is Bruno7250
Chase Travel Portal - there are points worth money
Hilton Honors - there are points worth money my number is 651833876
Streaming
Some of these may be turned off. But the accounts will probably still exist. Services may run with ads. Others will be on automatic renewals, so will need to be canceled.
Netflix -
Amazon Prime Video - this is part of the Amazon Prime account
Bigtenplus I turn this on only when I'm wanting to watch something
Fios Sara's account - should work on the macbook
Entertainment
UMS
The Ark
Utilities
Spectrum - internet and phone in Alpena
Xfinity - Internet in Ann Arbor
DTE - both electric and gas
GLF - trash and recycling
Crystal Flash - propane in Alpena, have to request delivery and I prepay
Verizon - the security code is 0318 (or maybe Italy)
Amica - Insurance for car, houses and umbrella
Post Office - hold mail bruno7250@gmail.com - AHgmps5912
Health
MyUofMHealth - my portal into the University
Birdirx - Mail order prescription drugs
Ann Arbor Allergy and Immunology - Patient Portal - Dr. Harvey Leo is my key doctor
Lynxdx - PCR Covidtesting
Subscriptions
The following all have subscriptions that have ongoing billing. Some services may be turned off, but I will not update this page to reflect those changes. Therefore each of these should be checked, and then cancelled or transfered as desired. Unless noted, everything renews on my Chase Sapphire Reserve ending 8133.
Microsoft I have a $99 per year family subscription to Office 365.
iCloud - This one is a challenge. I pay $10 per month for 2 gig of cloud space shared by the family. This space is used to store photos as well as backups of the phones. So winding this up requires care regarding the stored photos. Here is a link to the current instructions for downgrading or canceling.
Google Services - Paying $2 per month for 100 meg of cloud storage
Hubitat - $2.99 per month to be able to remotely manage the smart house. Not really needed
Click here to login to Hubitat.
Click here to go directly to management of the hub, but only from inside the house wifi.
On Line Go - $10 per month as a supporter. Should cancel if I die.
Lyft Pink - Free
New York Times - $39 for 4 weeks digital only
Wall Street Journal - Currently $4 per month digital only, but will automatically increase
Detroit Free Press - $12 per month digital
Service Accounts
The following are service accounts that tie to various apps. There are no ongoing charges. So these can probably all be ignored. Unless noted, they all now use the Chase Sapphire Reserve ending 8133.
Memberships
Hands on Museum At this time, this link will get you to signon which is not easy to find.
Charities and Political Contributions
Note the Fidelity Chartible Fund is listed under finance, since there is actually money waiting to be designated.
Act Blue - for all political contributions
Shopping
Miscellaneous
AKC chip for Carina - Maybe in Carol's name user id anthonywilsonpainting@gmail.com - password Carina