Service Type(s)
*
Tax Preparation
Credit Strategy
Mobile Notary
Apostille
Wedding Officiant
Prepaid Legal/ LegalShield
Life Insurance
Immigration Consultant (includes I-9 Verification)
Jail & Prison Notary/ Other Services
Jail & Prison Weddings
Holmes Financial Hub – Intake Form
Full Name
*
First Name
Last Name
Inmate's Full Name
*
First Name
Last Name
Fiance(e) 1 Full Name
First Name
Last Name
Inmate's Booking/ ID Number
*
Date of Birth
*
-
Month
-
Day
Year
Date
Date of Birth
*
-
Month
-
Day
Year
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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of
Type of Record(s)for Apostille Service
Birth Certificate
Marriage License
Diploma
Transcripts
Other
Stage
Do You Need Mailing/Shipping Assistance
Please Select
Yes
No
Upload Apostille Documents
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of
Special Instructions
Tax Year
Please Select
2022
2023
2024
2025
Other
Tax Documents to Upload
W-2s
1099s
Receipts
Prior year return (new clients)
Other
Upload Tax Documents
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of
Special Instructions
Upload Valid Marriage License
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of
Jail/ Prison weddings ...Any special notes/ circumstances I should be aware of?:
Wedding Date
-
Month
-
Day
Year
Date
Wedding Time
Hour Minutes
AM
PM
AM/PM Option
Special Instructions :
Location & venue address (if known)
Please upload Immigration Consultant/I-9 supporting documents
I-9 form provided by employer
Acceptable forms of ID include passport, green card, driver's license+Social Security card
Upload Immigration Consultant/I-9 Supporting Documents
*
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of
Please upload the following supporting credit strategy documents
Please Select
Proof of current address
Recent credit report (Annualcreditreport.com or monitoring service)
Special Instructions
Do you currently have any of the following?
*
Collections
Late Payments
Charge-offs
Judgments/Bankruptcies
No
Other
List open credit cards (limits + balances)
What is your primary credit goal?
*
Buy a home
Buy a car
Lower interest rates
Business funding
Other
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 facility
I 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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of
Consent & Acknowledgement (required)
*
I understand Holmes Financial Hub service terms and cancellation policies apply.
Submit
Fiance(e) 1 Date of Birth
*
/
Month
/
Day
Year
Date
Should be Empty: