Get Personal Profile Intake Form

Filling out the Personal Profile Intake Form online is an important step in gathering the necessary information for assistance programs. This guide will provide you with a step-by-step approach to ensure that you complete the form accurately and efficiently.

Follow the steps to successfully complete your form.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by entering your client number, the date of intake, and the counselor's name in the designated fields. Ensure accurate input for a smooth processing.
3. Select any relevant services you are interested in, such as pre-purchase counseling, financial literacy, or tenant’s rights, by marking the appropriate checkboxes.
4. For Individual #1, fill in the first name, middle initial, and last name, along with the address, zip code, city, state, and county. Repeat this for Individual #2.
5. Enter the phone numbers and email addresses of both individuals. Make sure to double-check the information for accuracy.
6. Proceed to question 1, where you will select how you heard about the organization. Choose the appropriate option and fill in any additional required information.
7. Answer the demographic questions regarding race, ethnicity, and gender by selecting from the options provided. Be sure to complete any additional fields related to military status or single parent status.
8. Input the ages and dates of birth for both individuals. Also, indicate whether anyone is disabled.
9. Select the highest education level completed from the list provided and fill in the marital status question.
10. Indicate if either individual is a first-time homebuyer and provide details about current housing situations, including monthly rent or mortgage payments and household composition.
11. If applicable, indicate if either individual has completed a Home Stretch Workshop and add any mortgage loan application details.
12. Fill out the financial information section, including sources of income and employment history for all individuals in the household.
13. Document any assets information, such as bank accounts or investments.
14. Lastly, review the disclosure statement, sign, and date it for both individuals to confirm the information was completed truthfully.
15. Once all fields are filled, save your changes. You can also download, print, or share the completed form.

Start completing your documents online today for a seamless experience.