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General Intake Questionnaire

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GENERAL INTAKE QUESTIONNAIRE
FAIR EMPLOYMENT PROGRAM

CHEYENNE OFFICE

Labor Standards

1510 E. Pershing Boulevard

West Wing, Room 150

Cheyenne, WY 82002

(307) 777-7261   FAX (307) 777-5633

CASPER OFFICE

Labor Standards

851 Werner Court

Suite 121

Casper, WY 82601

(307) 235-3679   FAX (307) 235-3688

DATE:

Please answer the following questions telling us briefly why you believe you have been discriminated against by your employer or potential employer. After you complete this questionnaire, submit the signed document to THE NEAREST OFFICE at the address noted above.

UNDER STATE LAW, YOU HAVE SIX (6) MONTHS FROM THE LAST DISCRIMINATORY ACT IN WHICH TO FILE A VERIFIED COMPLAINT WITH OUR OFFICE, AND 300 DAYS FROM THE LAST DISCRIMINATORY ACT IN WHICH TO FILE UNDER FEDERAL LAW. IF YOU HAVE ALREADY FILED WITH A STATE AGENCY, OR IF YOU ARE COMPLAINING ABOUT SOMETHING WHICH HAPPENED TO YOU OVER 300 DAYS AGO, STOP AND CONTACT A COMPLIANCE OFFICER BEFORE PROCEEDING FURTHER WITH THIS QUESTIONNAIRE.

NAME:

MAILING ADDRESS

CITY STATE ZIP CODE COUNTY

TELEPHONE NUMBER (Include Area Code): WORK HOME

I prefer to be contacted at WORK HOME Days Time

YOUR SOCIAL SECURITY # YOUR SEX MALE FEMALE

YOUR DATE OF BIRTH YOUR AGE

YOUR RACE White Black American Indian Other Asian/Pacific Islander Alaskan Native

YOUR NATIONAL ORIGIN Mexican Hispanic East Indian Other

Please provide the name of a person at a different address whom we can contact if we are unable to reach you.

NAME RELATIONSHIP

ADDRESS TELEPHONE (Area Code)

CITY STATE ZIP CODE

Name of Intake Officer (if known)

Have you filed any previous EEOC charges Yes No

If “yes”, identify your EEOC Charge Number(s) 1) 2)

Approximate Date(s) you filed your prior EEOC charge(s) 1) 2)

IDENTIFY THE EMPLOYER (BUSINESS NAME) WHOM YOU BELIEVE DISCRIMINATED AGAINST YOU

NAME

ADDRESS (location where you actually worked)

CITY STATE ZIP CODE

COUNTY TELEPHONE NO. (Include Area Code)

NUMBER OF EMPLOYEES NATIONWIDE NUMBER OF EMPLOYEES IN WYOMING

TYPE OF BUSINESS

If the employer has a separate Headquarters Office, please include the name and address, and telephone number, if known.

HEADQUARTERS OFFICE (If different from where you actually worked)

ADDRESS:

Telephone Number: ( )

Contact Person if known (example: Director, Human Resources)

If a different employer, or union organization is involved in the matter you believe was discriminatory, identify by:

NAME

ADDRESS (where you actually worked)

CITY STATE ZIP CODE

COUNTY TELEPHONE NO. (Area Code)

NUMBER OF EMPLOYEES: TYPE OF BUSINESS

EMPLOYMENT DATA (Complete as many items as you can)

Date Hired Current Job Title/Salary

Job Title/Salary at time of alleged discrimination

Name and title of current immediate supervisor

Is there a union? Yes No If so, name the union (including local #), give address and local phone number.

Have you filed a union grievance related to the allegation of discrimination? Yes No If so, what happened?

FOR THOSE ACTIONS THAT YOU WISH TO INCLUDE IN THE CHARGE:

1. The date (month, day, year) of the EARLIEST alleged discrimination is:

The date of the LATEST (MOST RECENT) alleged discrimination is:

2. If known, identify by name and job title, the individual(s) you believe discriminated against you:

Name Job Title

IDENTIFY THE BASIS OF YOUR CHARGE:

Race Color Pregnancy Sex Age (40+) Retaliation

National Origin Ancestry Religion (specify)

Disability (specify)

(If you check Disability, you must complete the ADA Intake Questionnaire also. Contact the nearest Labor Standards Office in your area listed on page 1.)

TYPE OF ACTION(S) TAKEN AGAINST YOU (Please list actual date):

Terminated

Date

Fired (discharged)

Laid Off

Forced to Quit/Retire

Resigned

Constructively Discharged

Training

Denied

Date

Employment

Promotion

Transfer

Reinstatement

Recall

Maternity Benefits

Treated Differently

Date

Harassed

Unequal Pay

Demoted

Maternity Leave

Discipline

Other actions, if any (please specify):

What reason(s) were given by the employer for the actions taken against you?

State the specific reason(s) you believe the actions taken against you were the result of discrimination you identified above:

Do you know of any other reason(s) which may lead to the actions(s) taken against you?

Indicate any direct evidence (statements or documents) which would help prove what you are saying:

List the name(s), job title, race, sex, age, of those persons who were treated the same, more favorably, or less favorably than you:

State the name, address, telephone number, and a description of the information which can be provided by any witness(es) you believe can provide evidence to support your charge: (i.e., an eye witness that actually saw and/or heard the events leading to the actions taken against you.)

Name and AddressTelephone No.Description of Information Each Witness Can Provide

a.

b.

c.

(If additional space is needed, use the reverse side of this page).

Name, title, address and phone number of your representative is:

Union Representative, if any

Attorney, if any (include contact information):

Have you attempted to resolve your problem by discussing the matter with someone in management? Yes No If so, give the name and title of the person, state what happened, and when:

If discharged, have you applied for unemployment insurance? Yes No

Were you awarded unemployment compensation? Yes No If so, when? If no, why not?

Do you have a copy of the Referee’s decision regarding your claim? Yes No

SETTLEMENT INFORMATION

Specifically, what would you want the employer to do in order to resolve this charge?

What is the least you would be willing to accept and that the employer (Respondent) may offer in order to resolve your charge?

If you are still employed by the employer you are claiming discriminated against you.

What is your current rate of pay? $ (circle one) (per hour) (per week) (per month) (per year)

Number of hours worked (circle one) (per week) (per month) (per year)

If you are no longer employed by the employer you are claiming discriminated against you:

What was your rate of pay when you left $ (circle one) (per hour) (per week) (per month) (per year)

Number of hours worked (circle one) (per week) (per month) (per year)

Have you gotten a job somewhere else? Yes No If yes, who is your current employer?

Name

Address

Telephone No. (Include Area Code)

When did you begin working with your current employer? DATE:

What is your current rate of pay? $ (circle one) (per hour) (per week) (per month) (per year)

Number of hours worked (circle one) (per week) (per month) (per year)

Signature of Potential Charging Party

Date Signed

BE ADVISED THE SUBMITTING OF THIS QUESTIONNAIRE IS NOT A FORMAL COMPLAINT. YOUR CHARGE WILL NOT BE CONSIDERED LEGALLY FILED UNTIL IT IS SIGNED AND NOTARIZED, STAMPED IN BY THIS OFFICE, GIVEN WFEP AND EEOC CHARGE NUMBERS, AND IS DETERMINED TO BE MINIMALLY SUFFICIENT IN DATA.

PRIVACY ACT STATEMENT:

1. FORM NUMBER/TITLE/DATE: EEOC FORM 283, Intake Questionnaire, August 1987

2. AUTHORITY: 42 U.S.C. 2000c-5(b), 29 U.S.C. Section 211, 29 U.S.C. Section 626

3. PRINCIPAL PURPOSES: The purpose of the questionnaire is to solicit information to enable the Commission to draft a charge, if appropriate, and to avoid the intake of matters not within its jurisdiction

4. ROUTINE USES: Information provided on this form will be used by Commission employees to determine the existence of facts relevant to a decision as to whether the Commission has jurisdiction over potential charges, complaints or allegations of employment discrimination and to provide such pre-charge filing counseling as is appropriate. Information provided on this form may be disclosed to other state, local and federal agencies as may be appropriate or necessary to carrying out the Commission’s functions. This would include employment practices laws. Information may also be disclosed to charging parties in consideration of or in connection with litigation.

5. WHETHER DISCLOSURE IS MANDATORY OR VOLUNTARY; EFFECT ON INDIVIDUAL FOR NOT PROVIDING INFORMATION: The providing of this information is voluntary but the failure to do so may hamper the Commission’s investigation of a charge of discrimination. It is not mandatory that this form be used to provide the requested information.

6. OTHER: EEOC will use your social security number to distinguish you and your charge information from anyone else who might have a similar or identical name. Additional disclosures may be made to a state or local fair employment practices agency, federal, state, or local agencies, as necessary, and parties to the charge after the file has been closed, unless the notice of right to sue has expired.

Enter text✕

What the General Intake Questionnaire Is and When It’s Used

The General Intake Questionnaire is a standardized form used to collect essential information from individuals or organizations at the start of a relationship or transaction. It gathers identifiers, contact details, background disclosures, consent choices, and any required supporting documents. Organizations use the questionnaire to verify identity, assess eligibility, and capture consent for data processing while creating an auditable record that feeds onboarding, compliance, billing, and case-management workflows to reduce manual follow-up and information gaps.

Why a Standard Intake Questionnaire Matters

A consistent General Intake Questionnaire reduces errors, shortens intake cycles, and documents consent and disclosures needed for regulatory compliance. It produces a single source of truth for onboarding, supports audit trails, and clarifies responsibilities between your organization and the respondent.

Why a Standard Intake Questionnaire Matters

Typical Users and Respondents

Common users include intake coordinators, HR, compliance officers, case managers, and external applicants completing initial forms.

  • Healthcare intake staff collecting patient demographics, insurance, and consent electronically.
  • Real estate agents gathering tenant details, employment verification, and references.
  • Legal and finance teams using questionnaires for conflict checks, KYC, and onboarding.

A clear questionnaire reduces follow-up, speeds verification, and supports consistent recordkeeping across departments and regulatory audits.

Essential Components of a Professional Intake Questionnaire

A professional General Intake Questionnaire captures identity, contact, background, consent, supporting documentation, and routing rules to ensure consistent intake and automated downstream processing.

Personal Information

Collect full legal name, date of birth, and government ID where required. Accurate identifiers reduce identity-verification failures and support tax, payroll, or compliance reporting when applicable.

Contact Details

Request primary mailing and physical address, email, phone, and preferred contact method. Include time zone and alternate contacts to prevent scheduling errors and missed communications.

Background Disclosures

Include employment history, prior affiliations, conflict-of-interest questions, and eligibility checkpoints. Use closed-ended questions for consistency and to enable automated screening.

Consent & Authorizations

Present explicit consents for data processing, background checks, and information release. For consumer-facing records include an ESIGN consumer-disclosure where required by federal rules.

Supporting Documents

List required uploads such as ID, proof of address, insurance, licenses, or certifications. Specify accepted formats and maximum file sizes to reduce upload failures.

Signature Block

Provide signature, initials, printed name, and date fields. Indicate whether electronic signatures, notary, or witnesses are required for execution.

Step-by-Step: Complete and Process the Questionnaire

Follow these steps to complete, verify, and route the General Intake Questionnaire to minimize errors and ensure timely processing.

  • 01
    Prepare Document: Gather required documents and define form fields before distribution.
  • 02
    Send to Respondent: Provide clear instructions, consent disclosure, and an expected response deadline.
  • 03
    Verify Inputs: Confirm identity, TINs, and required attachments; flag missing items immediately.
  • 04
    Finalize & Store: Capture signatures, apply retention rules, and archive with an audit trail.

How to Configure an Online Intake Workflow

The table summarizes common workflow settings for online General Intake Questionnaires and recommended configuration to automate routing and compliance checks.

Field Configuration
Signature Type Electronic signature allowed; specify notarization requirement.
Authentication Email link, SMS code, SSO, or KBA depending on risk level.
Conditional Logic Show fields based on answers to reduce respondent burden.
Storage Destination Cloud repository or on-premise archive with retention policy.

Typical Routing for an Intake Questionnaire

Intake routing generally follows capture, verification, approval, and archival steps that integrate with downstream systems or case management platforms.

  • Capture: Respondent completes fields and uploads documents.
  • Verify: Automated and manual checks validate entries and attachments.
  • Approve: Designated approver reviews responses and confirms eligibility.
  • Archive: Export signed record to repository with an audit trail.

Platform Features and Integration Essentials

Platforms for eSubmission should support secure form authoring, eSignature, audit trails, and common integrations to ensure reliable routing and storage.

  • Supported Formats: PDF, DOCX, HTML, Excel
  • Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
  • Authentication: Email, SMS, SSO, optional KBA

Pricing and Core Feature Comparison of eSignature Vendors

Compare basic pricing and capability differences among common eSignature vendors to support decisions about processing and routing General Intake Questionnaires in business workflows.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

How Organizations Use Intake Questionnaires in Practice

The following case summaries show how organizations streamline onboarding, centralize records, and reduce manual follow-up using a standardized intake questionnaire.

Optica Ventures

Optica consolidated applicant and investor information using a single intake form for multiple funds and service lines, reducing duplicate requests and manual reconciliation.

  • Centralized fields reduced follow-up and data errors.
  • As a result, the team shortened onboarding cycles, improved customer experience during fund intake, and created an auditable record that supported faster downstream approvals and reporting.

Fertility Centers

A healthcare practice implemented an online intake questionnaire to collect patient demographics, insurance, and consent prior to appointments, improving pre-visit preparation.

  • Improved intake completion rates and documentation.
  • The approach reduced front-desk processing time, ensured required authorizations were in place before clinical visits, and preserved a secure, HIPAA-aware audit trail for patient records.

Security and Compliance Controls to Protect Intake Data

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Access Controls: Role-based permissions and admin controls
Audit Trail: Timestamped events capture signer activity
HIPAA BAA: BAA available for protected health information
Authentication: Email, SMS, or advanced signer verification
Retention Settings: Configurable retention and deletion policies

Consequences and Common Risks of Incorrect Intake Records

Incorrect TIN: Triggers 24% backup withholding
Late Filings: $60–$330 per form under IRC §6721
Missing Consent: May invalidate signature for consumer records
Privacy Breach: HIPAA penalties and remediation costs
Notarization Errors: Can void execution where notarization required
Retention Violations: Fails HIPAA or IRS retention obligations

Common Preparation Mistakes to Avoid

  • Ambiguous or optional fields that cause inconsistent responses and require manual clarification.
  • Mismatched legal names or TINs that delay verification or trigger backup withholding.
  • Failing to include required consent language for consumer-facing records under ESIGN or sector-specific disclosure rules.
  • Not specifying acceptable file formats or size limits, causing upload failures and incomplete submissions.

Practical Tips for Accurate and Efficient Intake

These practical tips help reduce friction and improve data quality when deploying a General Intake Questionnaire.

Standardize Questions
Use closed-ended responses and standardized formats to simplify validation and support automated data exports to downstream systems.
Validate Inputs
Implement format checks (MM/DD/YYYY, two-letter state codes) and real-time feedback to reduce resubmissions and processing delays.
Document Requirements
List exact supporting documentation and acceptable file types; show examples to reduce attachment errors and incomplete submissions.
Audit and Access
Maintain an audit trail, assign minimal access permissions, and review logs periodically to meet compliance obligations.

Frequently Asked Questions About the General Intake Questionnaire

Answers to common questions about execution, legal validity, signatures, revisions, storage, and signatory authority for intake questionnaires.


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