Health Insurance Intake Sheet
Legal Name
*
First Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
*
This form is secured with HIPPA compliant security for your protection
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
*
example@example.com
Best Contact Number
*
Please enter a valid phone number.
Do you opt in for text messaging?
Please Select
Yes
No
Marital Status
*
Unmarried
Married
Separated
Divorced
Widowed
Spouse Name
*
First Name
Last Name
Spouse Date of Birth
*
-
Month
-
Day
Year
Date
Spouse Social Security Number
*
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Next
Projected Yearly Family Income
*
Current Plan
*
Current Deductible
*
Current Tax Credit (if applicable)
Monthly Premium
*
Back
Next
Will you be adding dependents to your policy?
*
Yes
No
How Many?
*
1
2
3
4
5
6
Dependent 1 Name
*
First Name
Last Name
Dependent 1 Date of Birth
*
-
Month
-
Day
Year
Date
Dependent 1 Social Security Number
*
Dependent 2 Name
*
First Name
Last Name
Dependent 2 Date of Birth
*
-
Month
-
Day
Year
Date
Dependent 2 Social Security Number
*
Dependent 3 Name
*
First Name
Last Name
Dependent 3 Date of Birth
*
-
Month
-
Day
Year
Date
Dependent 3 Social Security Number
*
Dependent 4 Name
*
First Name
Last Name
Dependent 4 Date of Birth
*
-
Month
-
Day
Year
Date
Dependent 4 Social Security Number
*
Dependent 5 Name
*
First Name
Last Name
Dependent 5 Date of Birth
*
-
Month
-
Day
Year
Date
Dependent 5 Social Security Number
*
Dependent 6 Name
*
First Name
Last Name
Dependent 6 Date of Birth
*
-
Month
-
Day
Year
Date
Dependent 6 Social Security Number
*
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