Group Education Intake Form
Session Information
Name of Course or Series:
Date/Time of Course:
Six Day Series Information
Date/Time of 1st Course:
Date/Time of 2nd Course:
Date/Time of 7th Course:
Date/Time of 8th Course:
Date/Time of 3rd Course:
Date/Time of 4th Course:
Date/Time of 9th Course:
Date/Time of 10th Course:
Date/Time of 5th Course:
Date/Time of 6th Course:
Date/Time of 11th Course:
Date/Time of 12th Course:
Client Contact Information
First Name:
Middle Initial:
Last Name:
Mailing Street:
Apartment Number (if applicable):
Mailing City:
Mailing State:
Please select...
AK
AL
AR
AS
AZ
CA
CO
CT
DC
DE
FL
FM
GA
GU
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MH
MI
MN
MO
MP
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
PW
RI
SC
SD
TN
TX
UT
VA
VI
VT
WA
WI
WV
WY
NA
Mailing Zip Code:
When did you move to where you currently live?
Do you currently:
Please select...
Rent
Own
Live with Parents / Relatives / Friends
Lease Purchase
Work Housing
Other
Home Phone:
Cell Phone:
Email:
Preferred Communication (check all that apply):
Mail
Phone
Email
Additional Information About The Client
Date of Birth:
Household Size:
How many dependents:
Gender:
Please select...
Male
Female
Neither choice describes me
Gender You Identify As:
Race:
Please select...
American Indian or Alaska Native
Asian
Black or African American
Native Hawaiian or Pacific Islander
White
American Indian AND White
Asian AND White
Black or African American AND White
American Indian AND Black
Other multiple race
Chose Not to Respond
Ethnicity:
Please select...
Hispanic
Not Hispanic
Chose Not to Respond
Primary Language Spoken:
Please select...
English
Spanish
Chinese - Cantonese
Chinese - Mandarin
French
German
Tagalog
Vietnamese
Italian
Korean
Russian
Polish
Arabic
Portuguese
Japanese
French Creole
Greek
Hindi
Persian
Urdu
Gujarati
Armenian
ASL
Somali
Hmong
Cambodian
Czech
Indonesian
Swahili
Turkish
Ukrainian
Other
Are you fluent in English?
Please select...
Yes
No
Choose not to respond
Marital Status:
Please select...
Single
Married / Domestic Partnership
Separated
Divorced
Widowed
Unknown
Chose Not to Respond
Education:
Please select...
Less than HS Diploma
High school diploma or equivalent
Some post-secondary education
Certification from a vocational or technical training program
Associate's Degree
Bachelor's Degree
Master's or other graduate degree
Citizenship:
Please select...
U.S. Citizen
U.S. Permanent Resident
Non-Resident
Other
Veteran:
Please select...
Yes
No
Discharge Date:
Active Military:
Please select...
Yes
No
Branch of Service:
Please select...
Army
Marine Corps
Navy
Air Force
Space Force
Coast Guard
Employment Status:
Please select...
Unemployed
Part-time
Full-time
Retired
Disabled
Student
Date Started At Current Employer:
Household Annual Income:
Head of Household Type:
Please select...
Single Adult
Female-headed single parent household
Male-headed single parent household
Married without dependents
Married with dependents
Two or more unrelated adults
Other
Referral Source:
Please select...
HUD Outreach
Agency Outreach
Another Person
Lender
Another Agency
Real Estate Agent
Other
N/A
Is there an additional household member who would like to attend the course?
Please select...
Yes
No
Second Client Contact Information
First Name:
Middle Initial:
Last Name:
Email:
Phone:
What is your relationship with the client?
Please select...
Spouse
Relative
Other
Additional Information About The Second Client
Date of Birth:
Gender:
Please select...
Male
Female
Neither choice describes me
Gender You Identify As:
Race:
Please select...
American Indian or Alaska Native
Asian
Black or African American
Native Hawaiian or Pacific Islander
White
American Indian AND White
Asian AND White
Black or African American AND White
American Indian AND Black
Other multiple race
Chose Not to Respond
Ethnicity:
Please select...
Hispanic
Not Hispanic
Chose Not to Respond
Are you fluent in English?
Please select...
Yes
No
Choose not to respond
Marital Status:
Please select...
Single
Married / Domestic Partnership
Separated
Divorced
Widowed
Unknown
Chose Not to Respond
Education:
Please select...
Less than HS Diploma
High school diploma or equivalent
Some post-secondary education
Certification from a vocational or technical training program
Associate's Degree
Bachelor's Degree
Master's or other graduate degree
Veteran:
Please select...
Yes
No
Active Military:
Please select...
Yes
No
Branch of Service:
Please select...
Army
Marine Corps
Navy
Air Force
Space Force
Coast Guard
Course Fee Information
Enter a Promo Code if you have been provided with one to waive the registration fee:
This is not a working promo code.
Your fee has been waived!
Course Fee Amount
This is the amount that you will be charged.
PmtQty
This is the amount that you will be charged.
Payment Information
Name on Card
Card Number
MM
YY
Code
Hidden Fields
Series
1PRE
1POST
6
12
AMI
Fee For C/E
Group Session #1
Group Session #2
Group Session #3
Group Session #4
Group Session #5
Group Session #6
Group Session #7
Group Session #8
Group Session #9
Group Session #10
Group Session #11
Group Session #12
Adults To Add
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Contact Information