Client Intake Form
Complete every line and attach one photo ID, one Social Security card copy, and one utility bill or bank statement.
1. Personal information
Full legal name
Date of birth
Social Security number
Phone number
Street address
City
State / ZIP
□ Photo ID attached □ Social Security card attached □ Utility bill or bank statement attached
2. New Outlook account
Outlook email
Username
Password
Secondary email
□ Account created □ No phone linked □ Login tested
3. Experian
Username or email
Password
4-digit PIN
Security question
Security answer
□ Used Step 2 Outlook email □ Login tested
4. TransUnion
Username or email
Password
□ Used Step 2 Outlook email □ Login tested
5. MyEquifax
Username or email
Password
□ Used Step 2 Outlook email □ Login tested
6. Completion
□ Personal information complete
□ Three documents attached
□ Outlook created, no phone linked, and tested
□ Experian tested
□ TransUnion tested
□ MyEquifax tested
□ Step 2 Outlook email used for all three bureaus
□ Usernames and original passwords checked
Date completed
Client initials
□ I checked every item above and I am ready to send this form.