Susie Wingate's Site
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Client Intake Form
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Client Intake Form
We look forward to supporting you as your possible FMS provider. Please complete this intake form and we will reach out to you.
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Participant's First Name
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Participant's Last Name
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Name of
Regional Center
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Regional Center Service Coordinator First Name
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Regional Center Service Coordinator Last Name
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Regional Center Service Coordinator Email
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Participant's Address (Street)
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Participant's Address (City)
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Participant's Address (State)
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Participant's Address (Zip Code)
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Name of Main Point of Contact Supporting Client
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Main Point of Contact Phone Number
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Main Point of Contact Email
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Participant's UCI #
(this is found on their Regional Center IPP document)
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Independent Facilitator (if applicable)
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Independent Facilitator Email
(if applicable)
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Independent Facilitator Phone Number (if applicable)
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Total Budget Amount (can be an estimate)
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Anticipated Self Determination Program (SDP) Start Date
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Are you transferring from another FMS? Y/N
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If known, what model is your spending plan? (Bill Payer, Co-Employer and Sole Employer)
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Bill Payer
Co-Employer
Sole Employer
Not Sure
If co-employer model, will any employee(s) work more then 29 hrs/week (more the 119 hrs/month)?
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Yes
No
Not Using the Co-Employer Model
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Client Intake Form
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