Employee Debt and Budgeting Education: Client Intake Form

Let's get started! Please fill out this form so we can create a helpful program for you.

About You

First Name

Last Name

Employee ID

Department

Phone Number

Email Address

Your Finances

Do you have any debts right now?

If yes, what kinds of debts? (e.g., car loan, student loan, etc.):

About how much debt do you have?

$0.00 - $5,000.00

$5,001.00 - $10,000.00

$10,001.00 - $20,000.00

$20,001.00 - $50,000.00

More than $50,000.00

Are you finding it hard to: (Check all that apply):

Pay bills on time

Avoid using credit cards too much

Avoid overdrafts

Make a budget or financial plan

Other:

What You'd Like to Learn

What do you hope to get out of this program? (Like reducing debt, learning to budget, etc.):

What financial topics interest you?

Your Privacy

We will keep your answers private and only use them to help you.

 

Your Signature

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