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FRANCIS, RIDGE LL & LOTUSES, L.L.P. 1830 ROSS TOWER 500 NORTH AWARD STREET DALLAS, TEXAS 75201 ×214× 7404250 ×214× 7404266 Fax CONFIDENTIAL PERSONAL INFORMATION FOR ESTATE PLANNING 1. INFORMATION

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How to fill out personal information questionnaire

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Start by carefully reading each question on the questionnaire.

02

Provide accurate and truthful information for each question.

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Be mindful of any specific instructions or guidelines provided by the organization or institution requiring the questionnaire.

Who needs a personal information questionnaire:

01

Individuals applying for a job may need to fill out a personal information questionnaire as part of the application process.

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Government agencies or organizations that require detailed personal information for demographic or statistical purposes may use questionnaires.

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Institutions such as schools, colleges, or universities may require students to fill out personal information questionnaires for admission or enrollment purposes.

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Insurance companies may use personal information questionnaires to assess the risk of potential policyholders.

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Medical professionals or clinics may use personal information questionnaires to gather essential health-related information from patients.

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Social service agencies or welfare programs may require individuals to complete personal information questionnaires to determine eligibility for assistance.

Note: The specific need for a personal information questionnaire may vary depending on the context or the organization requesting it.

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