
INTAKE FORM
Housing Information
(For Office Use Only - Resident Do Not Fill This Section)
Home #: Text field
Room #: Text field
Move-in Date: Date
End Date of Probation: Text field
Rent Amount ($): Text field
Move-in Fee ($):Text field
_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Resident/Applicant - Please Answer All Questions Below:
Resident – General Information
First Name:Client first name
Middle Name: Client middle name
Last Name:Client last name
Nickname:Client nickname
Preferred Pronoun:Client pronoun
Gender Identity:Client gender
Phone Number:Client phone
Email:Client email
Secured Information
Date of Birth: Client birthdate
SSN / ITIN #: SSN
NY State ID /License/CDL #:Text field
Military ID #:Text field
Marital Status:Client marital status
Spouse’s Name:Text field
Spouse’s Phone:Text field
Your Situation (Please check all that applies)
Checkboxes
Financial Information
Do You Receive: (Check all that applies)
Checkboxes
Monthly Income 1 ($):Text field
Source 1:Text field
Monthly Income 2 ($):Text field
Source 2:Text field
Other Monthly Income ($):Text field
Available Savings ($):Text field
Expenses
Cell Phone ($):Text field
Car Loans ($):Text field
Other Expenses ($):Text field
Total Monthly Expenses ($):Text field
Housing Vouchers
If you receive help to pay for housing (check all that applies)
Checkboxes
If other, please provide the name of your voucher program
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Emergency Contact Information
Contact
Medical Information
Do you have medical insurance?
Checkboxes
Type of Medical Insurance (check all that applies)
Checkboxes
Carrier /Insurance Company Name:Text field
Health Card ID #:Text field
Insurance Company Phone Number:Text field
Are You Disabled?
Radio buttons
Please Explain Your Disability
Paragraph
Allergies & Dietary Restrictions
Do you have any allergies or dietary restrictions? Please provide details:
Client allergies
Medication Allergies
List all medications you are allergic to:
Client medical notes
Food & Beverage Allergies
List all foods and beverages you are allergic to:
Paragraph
Other:Text field
Medical History & Additional Information
Do you have any chronic medical conditions we should be aware of?
(Examples: Diabetes, COPD, etc.)
Please provide details:
Paragraph
Do you use or require any special medical equipment?
Please provide details:
Paragraph
Have you been exposed to someone with COVID-19?
Radio buttons
If yes, please explain:
Paragraph
Are you currently experiencing any of the symptoms listed below?
Checkboxes
Resident Suitability Questionnaire
Can you walk independently?
Radio buttons
If No, or Sometimes, Explain:
Paragraph
Daily Living & Personal Care
Can you participate in household cleaning and chores?
Radio buttons
If No or Sometimes, please explain:
Paragraph
Can you bathe and dress yourself?
Radio buttons
If No or Sometimes, please explain:
Paragraph
Do you bathe every day?
Radio buttons
If No or Sometimes, please explain:
Paragraph
Do you have any issues with bladder control?
Radio buttons
If No or Sometimes, please explain:
Paragraph
Legal Information
Are you currently on probation or parole?
Radio buttons
If yes, please provide details:
- Probation / Parole Officer Name:Text field
- End Date: Text field
- Contact Phone Number:Text field
- CDC #:Text field
Lifestyle
Do you smoke?
Radio buttons
If yes, please explain. What do you smoke and how much?
Paragraph
Do you drink alcohol?
Radio buttons
If yes, how much alcohol do you drink per day?
Paragraph
Health & Lifestyle
Are you recovering from any addiction that we should be aware of?
Radio buttons
If yes, please explain:
Paragraph
What time do you normally go to bed?
Text field
Do you have any regular medical appointments?
Please explain:
Paragraph
Food Preferences:
Foods You Do Not Like
- Meats: Text field
- Vegetables:Text field
- Other:Text field
Favorite Foods
- Meats:Text field
- Vegetables:Text field
- Other:Text field
Personal Preferences & Compatibility
List activities you enjoy:Paragraph
Do you have any concerns about living with a roommate?
Please explain:Paragraph
Work & Additional Information
Do you work or volunteer anywhere?
Please provide details:
Paragraph
Is there anything else we should be aware of or concerned about?
Please provide details:
Paragraph
Acknowledgment
I certify that the information I have provided is true and accurate to the best of my knowledge. I understand that providing false or misleading information may result in denial of admission or eviction.
- Signature: Signature
- Date:Date
OFFICE USE ONLY (Skip this section and click submit form):
| Temperature Check (enter temp taken) |
Text fieldF |
| Copy of ID/CDL |
Text field |
| Copy of Proof of Military Service** |
Text field |
| Proof of Income - Confirmation |
Text field |
| Move-In Fee Received |
Text field |
| Deposit Received |
Text field |
| Initial Rent (Prorated) Received |
Text field |
| COVID-19 Disclaimer Signed |
Text field |
| License Agreement Signed |
Text field |