Print the User Name and Password Key™ sheet. Fill in the username and password you chose when you logged in for the first time. (Be sure you are very accurate. If you mix capital letters with small ones, print very clearly.) We recommend that you mail the completed Key to a professional you trust or store it in your safety deposit box. We also recommend that you not have your computer remember your user name and password or you defeat the whole purpose of this security system.

**Do not store the User Name and Password Key™ with the Secure Information Key™ unless it is in a safety deposit box. (Someone in possession of both Keys has all they need to access all your sensitive information.)**

Use this Secure Information Key™ to write in all information from the restricted (red, numbered) boxes you will find in various places throughout The Estate Manual Electronic Service (THEMES™).

Information fields in RED, in the THEMES™ computer program, contain a code, such as [M-1] and a description of the information required — in this case, Social Security or SIN number. You cannot provide this information on-line (meaning in the computer program). Instead, you put the code only into the code column on the Secure Information Key™. Under Description, write the information you were not allowed to enter on-line. But, and this is very important, do not describe what the number represents. Do not say Social Security Number, for instance. That information is available to those who need and have permission to know by matching the codes with the descriptions in the computer program [M-1] Social Security or SIN number. They must possess both paper Keys to decode the information you protect now.

Mail or take your completed Secure Information Key™ to a trusted advisor or place it in your safety deposit box. We recommend this Key and The Username and Password Key™ be kept in separate custody, each apart from the other. They should be able to be retrieved at any time by you, or by your designated executor when you die. If you do this, your personal information is safer than Fort Knox — and it has a pretty good record!

P.S. Don't forget to date and store any revisions to the key sheet.

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