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General Information Questionnaire

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General Information Questionnaire

Personal and Family History

Full name

Present home address

Home phone Business phone

Have you ever used, or been known by, any other name than that shown above? If so, list here each other name, and state when and why each other name was used:

State the addresses where you have resided during the past 10 years, and the period of time at each residence, including dates:

Place of birth Date

Have you ever used any other date or place of birth? If so, explain:

Are you presently married?

Date of marriage Place of marriage

Full name of spouse

Have you ever been divorced or legally separated?

List the names, ages and addresses of all those (including children) who are dependent upon you for support, and your relationship to each:

Employment History

Social Security number

Most recent employer

Employer's address

Ending date Beginning date

Job classification

Beginning pay rate Ending pay rate

Reason(s) for leaving

Employer prior to last listed

Employer's address

Ending date Beginning date

Job classification

Beginning pay rate Ending pay rate

Reason(s) for leaving

Educational Background

What education have you had, including any special job training?

Military Background

Have you been in the military service?

If so, give service number

Type of discharge

Dates of service

Have you ever been rejected for military service because of physical, mental or other reasons?

If so, explain:

Do you have any service-connected injuries or disabilities? If so, give details:

Percentage of disability

Present condition of service-connected injury or disability

Do you receive payments for service-connected injuries? If so, explain:

Prior Claims and Lawsuits

Many cases have been damaged beyond repair by a history of other claims and lawsuits which your attorney did not know about. It is NOT the fact that one has had other claims or lawsuits that is important, for one will not be penalized by a court or jury if the claims are reasonable and genuine. It is the DENIAL of previous claims and suits that damages the case. List every claim you have ever made for personal injury or property damage, and give details:

a) Date Nature of claim

Against whom Suit filed?

Result

b) Date Nature of claim

Against whom Suit filed?

Result

c) Date Nature of claim

Against whom Suit filed?

Result

Police Record

Under the rules of evidence, there are circumstances under which a person's prior criminal record may be relevant in a proceeding. The other attorney will make a complete investigation of your background, and we must be PREPARED AGAINST development of unfavorable evidence. List here any arrest(s) and state the date, place, charge, court, case number and outcome:

Workers' Compensation

Have you ever made a claim for Workers' Compensation?

If so, when was the date of your injury?

Are you receiving payments at present? If so, explain:

Who is handling your Workers' Compensation action?

Are you receiving disability payments from any source other than Workers' Compensation at present?

If so, explain:

For Personal Injury Litigation Clients

Date of Injury or Accident

(If you are not certain about a specific date, please discuss with the lawyer immediately).

Location of Accident/Injury:

Names of other people involved in the accident/injury:

Have you missed any time from work as a result of your injury?

If so, list the dates you were unable to work

FROM: TO: FROM: TO: FROM: TO:

FROM: TO: FROM: TO:

Prior Physical Examinations

List here EVERY physical examination you have ever had during the last five years, for any purpose, including employment, promotion, insurance, selective service, armed forces, etc. State: date, name of doctor, and result, as fully as you can recall.

a) Date Place

Name of doctor

Purpose

Result

b) Date Place

Name of doctor

Purpose

Result

c) Date Place

Name of doctor

Purpose

Result

Prior Accidents and Injuries

Failure to mention other accidents or injuries can undermine a lawsuit, no matter how trivial they may seem. List here every such incident, whether it resulted in a claim for damages or not, stating the date, place, nature of the accident and extent of your injuries. If none, so state:

Illness or Disease

No matter how trivial an illness, either before or since your accident, we must know about it. This is particularly true if there is any connection with your present physical complaints. At the trial, the defendant will have a complete history of your past physical condition, made available through medical and hospital records, veteran's records, insurance records, etc.

Date Nature of illness

Duration

Treated by

Hospitalized? If so, give dates:

Name and address of hospital

b) Date Nature of illness

Duration

Treated by

Hospitalized? If so, give dates:

Name and address of hospital

Date Nature of illness

Duration

Treated by

Hospitalized? If so, give dates:

Name and address of hospital

Do you now, or have you ever had trouble with: eyes? ears?

If so, give details:

Have you ever worn glasses? an artificial eye? a hearing aid? If so, give details:

Have you ever worked with radioactive substances, asbestos or any other substance alleged to cause diseases, such as cancer? If so, give details:

Have you ever been denied life or health insurance? If so, by which company and why?

Alcoholism, Drug Addiction, and Venereal Disease

If you have ever been treated for these conditions, please be sure to discuss it with your attorney CONFIDENTIALLY, long before your case goes to trial.

The Injury

State all injuries known to be a result of the accident:

Length of time confined to bed

Length of time confined to house

State present physical condition, including scars, disabilities, deformities, discomforts, etc., due to the injuries:

List all physicians and surgeons you have seen for your injury/injuries.

a) Name

Address

Nature of treatment

Still under care?

b) Name

Address

Nature of treatment

Still under care?

c) Name

Address

Nature of treatment

Still under care?

d) Name

Address

Nature of treatment

Still under care?

e) Name

Address

Nature of treatment

Still under care?

CONTINUE ON BACK, IF NECESSARY

List all nurses, therapists or other health care professionals that you have seen.

a) Name

Address

Nature of treatment

Still under care?

b) Name

Address

Nature of treatment

Still under care?

c) Name

Address

Nature of treatment

Still under care?

Signature

Client signature

Date

Date signed

Attorney/Office Use

Reviewed by

Date

Office date

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What the General Information Questionnaire Is

The General Information Questionnaire is a standardized form used to collect foundational facts about an individual or organization at the start of a transaction, relationship, or application. Typical uses include onboarding clients, gathering background details for professional services, and compiling baseline data for compliance reviews. It organizes identity, contact, tax, and organizational information into a single, reusable record to reduce follow-up questions. Responses inform downstream processes such as contract drafting, tax reporting, background checks, and regulatory filings while providing an auditable source document for future reference.

Why a Standardized Questionnaire Matters

Completing a General Information Questionnaire centralizes essential data, accelerates onboarding, and reduces errors by standardizing responses. It creates a clear audit trail useful for compliance with ESIGN, UETA, and industry-specific regulations and supports reliable recordkeeping for tax, healthcare, and financial workflows.

Why a Standardized Questionnaire Matters

Common Users and Teams That Complete This Form

Organizations and service teams use the General Information Questionnaire to gather consistent baseline data before onboarding or project intake.

  • Real estate brokers and property managers use it to collect tenant and property details for leasing and disclosures.
  • Healthcare providers use it to collect patient demographics, emergency contacts, and insurance identifiers while meeting HIPAA safeguards.
  • Finance and legal teams collect taxpayer IDs, authorized signers, and corporate structure for compliance and reporting.

Use tailored versions for different functions (HR, legal, tax) to avoid collecting irrelevant fields and improve efficiency.

Key Required Fields at a Glance

Full legal name: Exact name as on government ID
Date of birth: Enter as MM/DD/YYYY format
Contact information: Include street, city, state, and ZIP
Taxpayer ID (TIN): Provide SSN or EIN per payer request
Authorized signer: Name, title, and signing authority
Supporting documents: Attach ID, formation documents, or W-9

Step-by-Step: Completing the Questionnaire

Follow these steps to complete the General Information Questionnaire accurately and consistently before submitting to the requesting party.

  • 01
    Prepare documents: Gather IDs, tax forms, and formation documents
  • 02
    Enter information: Complete fields using full legal names and formatted dates
  • 03
    Verify accuracy: Confirm TINs, signer authority, and contact details
  • 04
    Submit and retain: Send to recipient; store signed copy for records

Suggested Digital Workflow Settings

Suggested digital workflow settings for efficient completion, signing, and storage of the questionnaire in automated systems.

Field Configuration
Authentication Email link or SMS code
Required fields Make TIN, name, and signature mandatory
Conditional logic Show entity-specific fields based on selection
Retention Auto-save signed PDF and audit log
Notifications Send confirmation email to all parties

Where to Send and How to File the Completed Questionnaire

This section outlines where to send and how to file the completed questionnaire for processing.

  • Internal intake: Upload to CRM or document management system for team review
  • External submission: Email or secure portal delivery to the requesting organization
  • Regulatory filing: Attach supporting records when submitting forms to agencies
  • Retention copy: Store signed PDF and audit trail in secure archive

Platform Capabilities for eSubmission and Signing

Digital submission and e-signature require a platform that supports PDF, Word, and secure audit trails across integrations.

  • Formats supported: PDF, DOCX, and HTML support
  • Security: TLS 1.2/1.3 in transit; AES-256 at rest
  • Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace

Typical Timelines and Processing Expectations

Key timeline dates and typical deadlines for collecting and processing the General Information Questionnaire in workflows.

Provide upon request:

Supply questionnaire when requested by a payer or third party

Employer reporting timeline:

Collect before payroll or vendor payments to avoid backup withholding

Internal review window:

Allow 3–5 business days for verification and approvals

Retention start date:

Retention begins on signature date or effective date, whichever later

Regulatory requests:

Respond to agency inquiries within statutory deadlines (IRS, state agencies)

Common Mistakes to Avoid

  • Incomplete TINs cause delays and may trigger backup withholding, so verify Social Security numbers or EINs against official documents before submission to avoid payer rejection.
  • Using nicknames, initials, or abbreviated business names can produce mismatches with tax records; always use the entity's legal name as filed with the IRS.
  • Failing to attach required supporting documents such as formation papers, proof of authority, or identification increases audit risk and slows approvals.
  • Not tracking version history or retaining signed copies can undermine enforceability and complicate compliance checks under ESIGN, UETA, or industry regulations.

Consequences of Incorrect or Missing Information

Backup withholding: Missing or incorrect TIN triggers 24% withholding
Filing penalties: Late or incorrect info returns incur per-form fines
Audit exposure: Incomplete records increase audit risk
Contract delays: Missing data stalls contract execution
HIPAA violations: Unauthorized disclosure risks civil penalties
Notarization failure: Incorrect witness/notary invalidates signatures

eSignature Pricing and Feature Comparison

Comparison of common eSignature plan attributes for completing and submitting the General Information Questionnaire.

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 trial Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No envelope cap 100 envelopes/user/year Varies Varies Varies

Practical Examples from Real Organizations

Real-world examples below show how organizations use the General Information Questionnaire to streamline intake, compliance, and recordkeeping.

Optica Ventures

Optica Ventures used the General Information Questionnaire to centralize investor and portfolio company details for consistent onboarding.

  • Reduced follow-up inquiries by 60%.
  • By standardizing intake, Optica improved data accuracy, shortened time-to-completion, and maintained a searchable record used in audits and investor reporting, saving staff hours over six months.

Martin Properties

Martin Properties implemented the questionnaire to process tenant and lease data online, reducing in-person interactions and paper handling across properties.

  • Enabled mobile and offline signing workflows.
  • The firm reports full compliance with signature requirements, faster lease execution, and secure storage; centralized records simplified renewals, tenant screening, and audit responses across its portfolio.

Practical Tips for Accurate, Efficient Completion

Practical tips below help reduce errors and improve processing speed when collecting questionnaire responses and onboarding parties.

Validate identity and TINs
Verify government ID and cross-check TINs against payer-provided documents or IRS TIN matching service where available. Early verification prevents backup withholding, reduces rework, and supports faster payments and reporting under IRC §6109 and §6721.
Require proof of authority
When an entity signs, ask for board resolutions, officer certificates, or power of attorney. Storing proof of authority reduces disputes and supports enforceability in contract disputes and audits; an explicit authorization field prevents unauthorized signings.
Use conditional fields
Employ conditional fields to display only relevant questions based on entity type or jurisdiction. This reduces respondent burden, lowers error rates, and ensures you capture industry-specific disclosures required for compliance.
Keep an audit trail
Record IP, timestamp, and authentication method for each electronic signature. A complete audit trail supports admissibility under ESIGN (15 U.S.C. §7001) and provides defensible evidence in disputes or regulatory examinations.

Frequently Asked Questions

Answers to common questions about completing, submitting, and validating the General Information Questionnaire for US-based workflows.


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