Confidential Intake Questionnaire

CONFIDENTIAL INTAKE QUESTIONNAIRE – Page 1

Case Code: ______ Conflict of Interest Y/N CASE NUMBER: ______

Previous Client _____ visit

INTAKE DONE: _____/____/_____ BY: ______DATE OPENED: ______/______/______

CLIENT NAME: ______

Last First Middle

ADDRESS: ______/______/______/______/_____/______

Number Street Name Apt. # City StateZip Code

TELEPHONE:______/______/______

Residence Work (hrs:______to ______) Message/Cell

BIRTH DATE: _____/_____/_____ AGE:______GENDER: (M) (F)

SOCIAL SECURITY#: ______

For clients age 60 yrs. or more: Socially Needy (Y) (N) Economically Needy (Y) (N)

EMPLOYER: ______Address: ______

NumberStreetCity State Zip Code

Occupation: ______

OTHERS IN CLIENT'S HOUSEHOLD: Birth DateAgeRelationship to ClientEmployed?

1.______/____/______[ ]

2.______/____/______[ ]

3.______/____/______[ ]

4.______/____/______[ ]

5.______/____/______[ ]

Learned of LAF by: __Date of Marriage: //_

(A) Sup. Crt. (B) Law Enf. (C) Dist. Atty. (D) Pub. Def. (E) LRC (F) Bar Assn. (G) Lawyer Ref. Serv. (H) DSS (I) Dept. Fam. Suprt. (J) Pvt. Atty. (K) AAA (L) DVS (M) Rape Crisis Ctr. (N) Rental Housing Med. T.F. (O) Other Nonprofit (P) Other Gov. Agency (Q) LAF website (R) Prior LAF Client (S) TV/Radio (T) Newspaper (U) Unknown (W) Word of Mouth (X) LAFSBC (Y) Adult Protect. Services (Z) Community Educ. Presentation

Total # in Client's Household: ______Date of EPO: ___/___/___

Date of EPO Termination: ___/___/___

MARITAL STATUS: (S) Single (M) Married(D) Divorced (P) Separated (W) Widowed (U) Unknown

LANGUAGE: (E) English(S) Spanish Only (W) English/Spanish(O) Other Only(Z) English/Other (H) Sign Language

LIVING ARRANGEMENTS: (A) Apt. (B) Rented Home (C) Condo (D) Migrant Camp (H) Own Home (J) Jail (M) Mental Institution

(N) Nursing Home (P) Prison (R) Rented Room (S) SRO (T) Mobile Home (U) Unknown (X) Relatives (Y) Shelter (Z) Homeless

RACE: (A) White (C) Black/African American (D) Asian/Pacific-Islander (E) Native American/Alaskan Native

(H) Native Hawaiian/Other Pacific Islander (I) American Indian/Alaskan Native and White (J) Asian and White

(M) Black/African American and White (N) American Indian/Alaskan Native and Black/African American (Z) Other______

ETHNICITY: (H) Hispanic (O) Non-Hispanic

HEAD OF HOUSEHOLD: (A) Female Head of Household (C) Male Head of Household (G) Cohabitating

DISABILITY: (A) None(B) Physical(C) Mental (D) Both Physical/Mental

Please complete both sides of this confidential intake questionnaire.

CONFIDENTIAL INTAKE QUESTIONNAIRE – Page 2

MONTHLY INCOME:CLIENT:OTHER:

gross:net:net:ASSETS:

(E)Work: $______$______$______Cash: $______

(I) SSI: $______$______Checking: $______

(D)Disability: $______$______Savings: $______

(P) Pension: $______$______Real Property: $______

(S) Social Security: $______$______Car: ______/______/______

(A) Alimony: $______$______Year Make/Model Value

(H) CalWORKS:$______$______

(F) Food Stamps: $______$______BILLS/EXPENSES:

(G) General Relief: $______$______Total Rent: $______

(U) Unemployment: $______$______Security Deposit: $______

(V) Veteran’s Benefits: $______$______Childcare/Support: $______

(J) Child Support $______$______Medical Expenses:$______

(T)Trust, Dividend or Interest: $______$______

(O) Other or Unknown:$______$______

TOTAL HOUSEHOLD INCOME: $______

ADVERSE PARTY: RELATIONSHIP: ______

Name: ______Address: ______

Last First Number Street City State Zip

Phone #s: Office/Work:______Home:______Employer:______

Address:______Occupation: ______

Height:______Weight:______Race:______Hair Color:______Eye Color:______

Date of Birth:____/____/____ Age:______Facial Hair: ______Scars/Tattoos:______

Car:Year, Make & Model______

I DECLARE UNDER PENALTY OF PERJURY THAT THE ABOVE INFORMATION IS TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE, INFORMATION AND BELIEF.

Dated: ______

Signature

Telephone Service or Billing Problems:

Have you experienced problems with your phone bill or phone services?YES ___ NO ___

Have you been a victim of telephone fraud?YES ___ NO ___

If so, would you like assistance in resolving these issues, or other

information about your local, long distance or wireless phone services?YES ___ NO ___

 Open  Open/Close Declined  Referred/Other Matters  Packet

 Referred to Staff Attorney: ______

There is no charge for services provided by the Legal Aid Foundation of Santa Barbara County.

A donation of $10 is requested to help support our services.

Rev 10/04