Mooney Transition Training - Client Intake Form
Thank you for your interest in Mooney transition training. Please complete this form as thoroughly as possible. The information below helps the instructor prepare effectively and tailor the training to your experience, goals, and aircraft
1. Applicant Information
Full Name:
Preferred Name (if different):
Email Address:
example@example.com
Phone Number:
City / State:
Time Zone:
Preferred Method of Contact:
Email
Phone
Text
2. Pilot Certificates & Ratings
Highest Certificate Held:
Student
Private
Commercial
ATP
Ratings Held (check all that apply):
Instrument
Multi-Engine
CFI
CFII
MEI
Other
Date of Last Flight Review (BFR):
-
Month
-
Day
Year
Date
Date of Last IPC (if applicable):
-
Month
-
Day
Year
Date
3. Flight Experience Summary
Total Time (Hours):
Last 30 days (Hours):
Last 90 Days (Hours):
6 months (Hours):
PIC Time (Hours):
Instrument Time (Actual / Simulated):
Cross-Country Time (Hours):
Time in Complex Aircraft (Hours):
Time in High-Performance Aircraft (Hours):
Time in Mooney Aircraft (if any):
Model(s):
Hours:
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4. Aircraft Information
Mooney Model: (e.g., M20C, M20E, M20J, M20K, etc.):
Year:
Registration (N-number):
Turbocharged:
Yes
No
Avionics Suite (be specific): (e.g., G1000, G500TXI, GTN 750/650, GNS 430/530, Aspen, analog gauges, etc.)
Autopilot Type (if installed):
Known Aircraft Limitations, squawks, or Quirks:
5. Insurance or Training Requirements
Is transition training required by insurance?
Yes
No
Not sure
If yes, please describe the requirement (hours, sign-off, syllabus, etc.):
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6. Training Goals & Focus Areas
Primary Reason for Training (check all that apply):
Initial Mooney transition
Insurance requirement
Proficiency / refresher
IFR proficiency
Systems & performance mastery
Cross-country efficiency
Mountain / high-altitude operations
Other
Specific Areas You'd Like to Emphasize: (e.g., takeoff & landing technique, speed control, energy management, emergency procedures, avionics, engine management, etc.)
7. Scheduling & Availability
Preferred Training Location (Airport):
Are you willing to travel for training?
Yes
No
Maybe
General Availability (check all that apply):
Weekdays
Weekends
Evenings
Preferred Date Range:
Time Constraints or Deadlines (if any): (e.g., insurance renewal, upcoming trip, checkride)
8. Special Considerations
Any Physical, Medical, or Comfort Considerations Relevant to Training?: (Optional)
Any Prior Accidents, Incidents, or FAA Enforcement Actions?:(Optional but appreciated for training context)
3
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9. Additional Information
How did you hear about us?
Referral
Social media
Web search
Other
Additional Notes or Requests:
10. Acknowledgment
I certify that the information provided above is accurate to the best of my knowledge and understand it will be used solely for training preparation and scheduling purposes.
Signature (typed):
Date:
-
Month
-
Day
Year
Date
Thank you. You will be contacted after your submission to discuss next steps and scheduling.
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