Follow the steps to fill out the Client Intake Form effectively.

1. Click the ‘Get Form’ button to access the Client Intake Form in your preferred online format.
2. Begin with the primary applicant information section. Fill out your first name, middle initial, last name, street address, city, state, zip code, social security number, home phone, work phone, and cell phone.
3. Indicate your preferred language, birthdate (in mm/dd/yy format), and email address. Select your preferred contact method from the provided options.
4. List the number of people in your household, how you heard about Piedmont Housing Alliance, and demographic information including race, gender, veteran status, and disability status.
5. If applicable, complete the co-applicant section with the same detailed information required for the primary applicant.
6. Fill in the income section, detailing employer information, job title, income frequency, and income amounts before and after taxes. Include all sources of income.
7. Describe any liabilities or debts, including creditor names and balances, and indicate whether your liquid assets exceed $10,000.
8. Complete the sections regarding previous attendance in educational programs, ownership history, and credit score knowledge.
9. Fill out the authorization section, ensuring all provided information is correct and marking consent for information release.
10. Review the spending plan section, detailing all monthly incomes, expenses, and ensuring the calculations are accurate.
11. Finalize by signing and dating the form to certify accuracy, and submit the completed form via email, fax, or in person as instructed.

Complete the Client Intake Form online today to access the services you need!