Family Information |
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(*) Required Fields |
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*First Name: |
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*Last Name: |
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*Social Security #: |
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*Address: |
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*City: |
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*State |
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*Zip Code: |
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Email: |
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*Phone: |
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Fax: |
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Place of Birth: |
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Date of Birth: |
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Are You Married?: |
Yes
No |
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Please answer the following if you selected No to the above question: |
Single
Divorced
Widowed |
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Name of Husband or Wife: |
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Address if living: |
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City: |
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State |
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Zip Code: |
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Persons to Contact in Emergency |
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1. Name |
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Address: |
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City: |
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State: |
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Zip Code: |
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2. Name |
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Address: |
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City: |
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State: |
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Zip Code: |
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3. Name |
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Address: |
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City: |
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State: |
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Zip Code: |
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Present Location of Applicant: |
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Personal Information |
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With whom are you living now?: |
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Relationship: |
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Describe your situation (i.e. own home, rental, 3rd floor walk up apartment): |
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Your profession or occupation
(previous, if retired):
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Educational background: |
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How did you hear about us?: |
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Do you wish to remain active in your present religious group? |
Yes
No |
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If so, what is your religion? |
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What are your special interests?
(hobbies, music, art, birds...): |
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Additional information about yourself that we should know: |
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What are the major goals, skills or abilities you want to improve?: |
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Health History |
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1. Give dates and nature of any major illness or operations you have experienced
in the last ten years. |
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Family History |
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Medication History |
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Present diagnosis: |
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Name of present physician: |
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Address: |
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City: |
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State: |
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Zip: |
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Telephone#: |
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Have you ever been treated for any nervous or mental disorders?: |
Yes
No |
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If yes, when?: |
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Name of physician who treated you?: |
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Address: |
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City: |
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State: |
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Zip: |
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Telephone#: |
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Can you walk without assistance? |
Yes
No |
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If no, what kind of assistance to you need?: |
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Can you completely care for yourself without assistance?: |
Yes
No |
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Bathe?: |
Yes
No |
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Dress? |
Yes
No |
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Use Restroom?: |
Yes
No |
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Financial Statement |
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| Monthly Income |
List Pension Source & Amount |
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| Bank Accounts |
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1. Name of Bank: |
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Address: |
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City: |
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State: |
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Zip Code: |
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Acct#: |
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Title of Acct: |
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Balance:$ |
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2. Name of Bank: |
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Address: |
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City: |
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State: |
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Zip Code: |
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Acct#: |
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Title of Acct: |
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Balance:$ |
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| Stocks and Bonds |
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1. Name of Company: |
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Number of Shares: |
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Approximate Value: |
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2. Name of Company: |
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Number of Shares: |
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Approximate Value: |
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3. Name of Company: |
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Number of Shares: |
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Approximate Value: |
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| Real Estate |
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1. Location: |
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Approximate Value :$ |
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2. Location: |
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Approximate Value :$ |
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3. Location: |
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Approximate Value :$ |
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| NOTE: Please provide documentation of the above financial information. All information on this application is CONFIDENTIAL. |
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| Life Insurance |
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Name of Company: |
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Type of Policy : |
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Policy Number : |
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Face Value:$ |
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Cash Value:$ |
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Beneficiary: |
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| Any Other Assets Not Included Above |
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Description: |
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Approximate Value:$ |
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| List All Debts, Mortgages and Obligations |
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1. Payments Made To: |
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Total Owed: |
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Monthly Payments: |
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2. Payments Made To: |
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Total Owed: |
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Monthly Payments: |
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3. Payments Made To: |
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Total Owed: |
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Monthly Payments: |
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| Health Insurance |
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| Person Responsible for Payment of Bills - Financial Guardian - Power of Attorney: |
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Name: |
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Address: |
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City: |
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State: |
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Zip Code: |
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Telephone#: |
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Relationship: |
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I certify that the foregoing is a true and complete statement of my assets and liabilities and understand that MOUNT ALVERNO CENTER will act in reliance upon it.
I hereby authorize MOUNT ALVERNO CENTER to contact my financial references if necessary to verify the information contained in this statement.
I authorize MOUNT ALVERNO CENTER to pursue third party reimbursement and to make available such information of my medical and financial status as is appropriate.
MOUNT ALVERNO CENTER WILL NOT DISCRIMINATE AGAINST ANYONE ON THE BASIS OF RACE, CREED, SEX, SEXUAL PREFERENCE, AGE, DISABILITY, NATIONAL ORIGIN, RELIGION, MARITAL STATUS OR SOURCE OF PAYMENT. |
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