Start with setup
Choose a language, keep your documents nearby, and move one section at a time. The paper questionnaire remains available as a reference.
Current step
Setup
Choose a language and get ready before starting the intake.
A guided intake, not a giant packet
This intake organizes the original questionnaire into one clear step at a time. You will only see the sections that fit your situation.
- Paystubs, benefit letters, or other income records
- Mortgage, vehicle, tax, and collection notices
- Bank balances, property values, and titles
- A phone number and email the office can reliably use