Client Intake Form (Sample)

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CAB, The Shelter Project – Client Intake Form
Last Name: _______________________________________
First Name: _____________________________
Middle Name: ______________________________
Date of Birth: ____________________
Social Security #: ___________________________
Resident Address: ________________________________ City & State: _______________________________
Mailing Address: ________________________________ City & State ________________________________
Home Telephone: _______________________________Work Telephone: _____________________________
Gender
Total Income: _________________
Male
Female
Applicant’s Statement: I certify that the information I have given on this form is correct to the best of my knowledge
and that it is not provided with the intent to fraud. I hereby acknowledge that the information relating determination of my eligibility may require
verification and/or documentation and by my signature, I authorize other to release such information as may be required for the determination of my
eligibility.
Client’s Signature: ____________________________________
Date: __________________
Please check the boxes that apply to you
Location of Residence:
 City of Capitola
 City of Santa Cruz
 City of Scotts Valley
 City of Watsonville
 Unic. Mid Santa Cruz County
 Unic. North Santa Cruz County
 Unic. San Lorenzo County
 Unic. South Santa Cruz County
 Other – Non Santa Cruz County
Ethnicity/ Race:
 Black/ Not Hispanic
 White/ Not Hispanic
 Hispanic
 Native American/ Alaskan
 Asian/ Pacific Islander
 Other
Education:
 0-8
 9-12/non grad
 High School Grad/GED
 12+
 2/4 yr college degree
Other Characteristics:
Do you have Health Insurance?
 Yes
 No
Are you disabled?
 Yes
 No
Are you a Veteran?
 Yes
 No
Family Type:
Teen Parent less than 20 yrs:
 Single parent/ female
 Married
 Single parent/ male
 Single
 2-parent household
 Single person
Other Family Characteristics:
 2 Adults – no children
 Other
Farmer
 Migrant Farm worker
 Seasonal Farm worker
Housing:
 Own
 Rent
 Homeless
 Other
Sources of Family Income:
 No Income
 CalWorks-Participant
 CalWorks-Non-Participant
 SSI
 Social Security
 Pension
 General Assistance
 Unemployment Insurance
 Food Stamps
 Veterans Benefits
 Long-term Housing Asst.
 Employment – other sources
 Employment only
 Other
CAB, The Shelter Project

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