Holmes Financial Hub – Intake Form

Service Type(s)*

Tax PreparationCredit StrategyMobile NotaryApostilleWedding OfficiantPrepaid Legal/ LegalShieldLife InsuranceImmigration Consultant (includes I-9 Verification)Jail & Prison Notary/ Other ServicesJail & Prison Weddings
Date of Birth*

YearMonthDay
Date
Holmes Financial Hub – Intake Form
Full Name*

First NameLast Name
Inmate's Full Name *

First NameLast Name
Fiance(e) 1 Full Name

First NameLast Name
Inmate's Booking/ ID Number*
Inmate's Date of Birth *

YearMonthDay
Date
Fiance(e) Date of Birth*

YearMonthDay
Date
Current Address*
Inmate's facility and address*
Phone Number*
Email Address*
Upload Government-issued ID (unexpired driver's license, passport, etc.)*

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Type of Record(s)for Apostille Service

Birth CertificateMarriage LicenseDiplomaTranscriptsOther
Do You Need Mailing/Shipping Assistance
Upload Apostille Documents

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Special Instructions
Tax Year
Tax Documents to Upload

W-2s1099sReceiptsPrior year return (new clients)Other
Upload Tax Documents

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Special Instructions
Upload Valid Marriage License

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Jail/ Prison weddings ...Any special notes/ circumstances I should be aware of?:
Wedding Date

YearMonthDay
Date
Wedding Time

Hour Minutes

AM/PM Option
Special Instructions :
Location & venue address (if known)
Please upload Immigration Consultant/I-9 supporting documents

I-9 form provided by employerAcceptable forms of ID include passport, green card, driver's license+Social Security card
Upload Immigration Consultant/I-9 Supporting Documents*

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Please upload the following supporting credit strategy documents
Special Instructions
Do you currently have any of the following?*

CollectionsLate PaymentsCharge-offsJudgments/BankruptciesNoOther
List open credit cards (limits + balances)
What is your primary credit goal?*

Buy a homeBuy a carLower interest ratesBusiness fundingOther
Target credit score goal (if any) *
Desired time frame *
Credit Strategy Consent & Acknowledgement (required)*

I acknowledge that results vary, and that Holmes Financial Hub provides credit education and strategy support, not credit repair or dispute services.
Wedding Consent Acknowledgement (required)*

I understand a valid marriage license is required before the ceremony.I understand Holmes Financial Hub service terms and cancellation policies apply.For jail/prison ceremonies, I acknowledge that Holmes Financial Hub will assist the non-incarcerated partner in obtaining the license, if required by the facilityI agree to follow all facility rules and scheduling requirements.
Special Instructions
Life Insurance Note
Life Insurance applications are completed securely through Primerica. After submitting this intake form, you'll be directed to continue you application.
Prepaid Legal Services Note
Prepaid Legal services are powered by LegalShield. After submitting this intake you'll receive a direct enrollment link.
Jail & Prison Upload Documents

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📜 **Cancellation & Terms**

By submitting this form, you acknowledge and agree to Holmes Financial Hub’s service policies:

– Cancellations or reschedules must be made **at least 24 hours prior** to your appointment.
– Missed appointments or same-day cancellations may result in a service charge or forfeited deposit.
– Refunds are not guaranteed and will be reviewed on a case-by-case basis.
– Clients are responsible for verifying that all documents are complete and accurate prior to signing.
– By continuing, you authorize Holmes Financial Hub to contact you regarding your selected service(s) via phone, text, or email.
– Submitting this form does not guarantee service until all required documents, payments, and confirmations have been received.

Thank you for choosing **Holmes Financial Hub** — *Peace of Mind — Delivered.*
Consent & Acknowledgement (required)*

I understand Holmes Financial Hub service terms and cancellation policies apply.
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