A lot of people want to go from rags to riches. But, what if the story reverses one day, and instead of growing a money tree, a person goes from riches to rags? Well, that’s the situation that 5 out of a thousand US residents face in each state. And one of the most common options that they choose is to file for bankruptcy to ease up their financial tension. But, the thing is, a person going bankrupt should not deal with the bankruptcy alone, for he must hire the services of financial experts. And that’s when a bankruptcy intake form comes in! So, read on to learn more about this essential document now.
Bankruptcy Intake Forms: How Important Are They?
Filing bankruptcy should not be a hesitated move. Why? Because it’s a way to save anyone in financial distress from further trouble and issues. And it’s also essential to keep in mind that even the most successful and famous individuals have gone through it too, such as Walt Disney, Nicholas Cage, and even Mark Twain. But, even them required the aid of financial experts. So, if you’re given any document to fill out, especially an intake form, then you should complete each of its entry fields, unless inapplicable of course. However, what is really an intake form’s purpose, and why do financial experts use them when dealing with clients like you?
First off, a bankruptcy intake form makes it easier for the financial expert, counselor, or attorney to know what a client needs. How? Well, it will have your basic information, income details, and financial background, which will aid any financial expert to come up with a plan for your financial welfare.
Second, the intake form also allows financial experts to determine if they are the best help for you or not. Why this is important is because there are some financial situations where one person’s expertise would be the better fit than the other. So, when you fill out the form, you should be honest with everything so that you will not cause any trouble and more headaches as you and the financial expert will serve your problems.
And lastly, with the form, clients, or you, will be able to build a relationship better with the financial expert. Though one must keep it on the professional level, it’s always essential to give and be ready to receive trust.
10+ Bankruptcy Intake Form Samples in PDF | DOC
In the year 2005, more than 50% of households in the US filed for bankruptcy, according to Debt.org. And one of the most common reasons from those who filed is either due to job loss or unpaid stacked medical bills. Nonetheless, regardless of the reasons, people should know that they are not hopeless, nor alone when they face bankruptcy. All they have to do, aside from keeping their calm, is to request for the assistance of financial experts, gather the requirements and personal financial statements, and be present when needed. So, if you’re one of those who will be filing, then why not consider our bankruptcy intake forms below instead of searching and making one from scratch?
1. Bankruptcy Intake Form Sample
2. Bankruptcy Client Intake Form Template
3. Bankruptcy Intake Form Example
4. Referral Bankruptcy Intake Form Sample
5. Bankruptcy Intake Form Template
6. Bankruptcy Intake Sheet in PDF
7. Basic Bankruptcy Intake Form Sample
8. Bankruptcy Client Intake Form Example
9. Bankruptcy Intake Form in PDF
10. Bankruptcy Intake Form in DOC
11. Bankruptcy Client Intake Form in DOC
Benefits for Financial Experts When Using Our Bankruptcy Intake Form Sample Templates
Financial experts such as lawyers and consultants will deal with tons of clients and issues in a day. That’s why it’s no longer a surprise that maintaining adequate documentation will become a daunting and time-consuming task. But, luckily, we are here to be of help to anyone in need of sample forms and templates. Why use ours as opposed to other providers and sites? Well, read on to know why:
1. We give our templates to all our users for free!
You don’t have to swear, make an oath, a promise, or even subscribe to mailing lists and other things to use our templates. Each one of it is entirely free to download, so you’ll be able to have a bankruptcy intake form with ease and readily available at your fingertips.
2. Every template’s features include 100% customizable and printable layout and content.
Nowadays, we have personalized shirts, mugs, plates, and even chair covers! Well, who wouldn’t like a customizable template, right? Plus, it’s printer-friendly too! We included these features because we mainly want all our users to have their templates without any hassle.
3. Our templates are available in two varying file formats and different file sizes.
Some prefer PDF, some prefer DOC, while some prefer large file sizes, some choose light. That’s why we created our templates in different variations, so our users, like you, will have options to choose from. Aside from that, our layouts also vary, including the contents of each template, adding to the options to consider.
Bankruptcy intake forms are genuinely significant to anyone involved in the field of financial consultancy, and to everyone who’s in the brink of falling to rock-bottom in their financial state. But, one thing to remember when using this type of form is to always disclose all necessary information. Why? To promote better understanding and scope of the situation, as well as to create financial plans and actions to solve the issue. Furthermore, supplementary financial transaction forms and documents can also be of use, especially in providing a greater explanation of how one went from riches to rags.
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