Date________________ Home Phone No._____________________ Business Phone No. ___________________This form is extremely important. Your accuracy and completeness in responding will help me best represent you.Bring this information with you to the appointment. A. PERSONAL DATAFull Name___________________________________________________________________________________ (print name as shown on your checks)Street Address ________________________________________________________________________________City__________________________________________________________ State___________ Zip____________Birth Date_____________________________________ Social Security No.____________________________U.S. Citizen? Yes ___ No ___ Veteran? Yes ___ No ___ If widowed, please list date of death of spouse______________________________________________________Was your former spouse a Veteran? Yes ___ No ___B. MEDICAL DATA1. HEALTHDiagnosis ___________________________________________________________________________________Prognosis____________________________________________________________________________________Course of Treatment___________________________________________________________________________If you are already in a nursing home, please indicate the name of the nursing home and the date first entered______________________________________________________________________________________2. PHYSICIANFull Name of Primary Physician _________________________________________________________________Street Address________________________________________________________________________________City_________________________________________________________ State__________ Zip______________ 3. STATE PHARMACEUTICAL PLANAre you currently on PAAD (Pharmaceutical Assistance to the Aged and Disabled Program) or any other state pharmaceutical plan? Yes ___ No ___C. MONTHLY INCOMESocial Security Benefits $___________________(include $43.80 Medicare Part B Deduction, if applicable)Retirement Benefits (Gross) $___________________Veterans Disability Income $___________________Annuity Income $___________________Rental Income $___________________TOTAL MONTHLY INCOME $___________________If there is a pension, please list the gross pension amount, including any monies taken out for federal income taxes, health insurance, or any other reason.Could this pension amount increase in the future? Yes ___ No ___Do not include interest and dividend income on this form.D. MONTHLY COST OF NURSING HOMEMonthly Nursing Home Cost $___________________Monthly Prescription Cost $___________________Monthly Incontinent Cost $___________________Monthly Other Cost $___________________Total Monthly Cost $___________________The nursing home is paid through _________________________________________________(month/year).E. ASSETS/LIABILITIESPlease insert the value of each asset/liability in the appropriate space. ASSET/LIABILITY ASSET TOTAL LIA-BIL-I-TY TOTAL PERSONAL EFFECTS CHECKING ACCOUNT SAVINGS ACCOUNT MONEY MARKET ACCOUNT CERTIFICATES OF DEPOSIT RESIDENCE (ASSESSED VAL-UE)BLOCK#___________ LOT#___________ (Ob-tain from Tax Bill) OTHER REAL ESTATE AUTOMOBILE(S) MUTUAL FUNDS STOCKS BONDS ANNUITIES CASH VALUE - LIFE INSURANCE IRA NURSING HOME DEPOSIT OTHER OTHER TOTAL What did you pay for your current home including any improvements? $_____________________________Address of any real property other than personal residence: (1)Street ________________________________________City ______________State________Zip___________Tax Block # , Lot # (Can be obtained from Tax Bill)What did you pay for this property including any improvements? $_____________________________________ (2)Street ________________________________________City ______________State________Zip___________Tax Block # , Lot # (Can be obtained from Tax Bill)What did you pay for this property including any improvements? $_____________________________________Name of Homeowner's Insurance Company________________________________________________________Street Address________________________________________________________________________________City_________________________________________________________ State__________ Zip______________Phone No.___________________________________ Policy No._________________________________F. GIFTSPlease list gifts made in excess of $3,000 in any one month, to an individual or group of individuals, within the past 36 months:Recipient___________________________________ Date ______________ Amount ____________Recipient___________________________________ Date ______________ Amount ____________Recipient___________________________________ Date ______________ Amount ____________Recipient___________________________________ Date ______________ Amount ____________Recipient___________________________________ Date ______________ Amount ____________Recipient___________________________________ Date ______________ Amount ____________Recipient___________________________________ Date ______________ Amount ____________Recipient___________________________________ Date ______________ Amount ____________Recipient___________________________________ Date ______________ Amount ____________Recipient___________________________________ Date ______________ Amount ____________ G. LIFE INSURANCECOMPANY NAME(include address and policy #) TYPE DEATHBENEFITVALUE FACE VALUE CASH VALUE INSURED OWNER BENEFICIARY(Include the cash value of the life insurance on the life insurance line in Section E)It is very important to know the cash value and the death benefit of your life insurance policy. To obtain the cash value of the policy, please call your insurance agent, or call the insurance company directly.H. CHILDREN (if applicable)
| CHILD'S NAME | ADDRESS ERROR MSG(WITH ZIP CODE ) | TELEPHONE NUMBER | cheap hotels in ChaniaDATE OF BIRTH | SOCIAL SECURI-TY NUMBER |
Are all of your children in good health? Yes ___ No ___Are any of your children blind? Yes ___ No ___Are any of your children disabled? Yes ___ No ___Are any of your children receiving SSI or other form of government entitlement? Yes ___ No ___Do any of your family members have any problems with: Aids? Yes ___ No ___Drug Addiction? Yes ___ No ___Alcoholism? Yes ___ No ___Spendthrift? Yes ___ No ___Do any of your children live with you in your home? Yes ___ No ___If yes, name of child________________________________________________________________________Does a sibling live in your home with you? Yes ___ No ___If yes, name of sibling_______________________________________________________________________I. MISCELLANEOUSDo you have any other legal issues which I should be aware of: Yes ___ No ___If yes, please explain _____________________________________________________________________________________________________________________________________________________________________J. REFERRALBy Whom Were You Referred To This Office?Name _______________________________________________________________________________________Street Address________________________________________________________________________________City_________________________________________________________ State__________ Zip______________K. CERTIFICATIONResena de hotel SandnesThe undersigned hereby represents to Roy W. Wilkes, Esquire The Elder & Disability Law Firm., and each of its attorneys that theinformation contained in this intake form is accurate and complete, and that the undersigned understandsthat the law firm and its individual lawyers will rely on this information. I understand that if the informationcontained herein is inaccurate or incomplete, the recommendations made by the law firm may not beappropriate.Signature of Client or Client Representative:____________________________________________________- | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |