All our forms are now done digitally.
Forms
End of the Year Annual Required Documentation (Guide)
If you do not have access to a computer or internet you can call and schedule a time to come into the office to get help filling out the forms, OR staff can bring a tablet to you to fill it out, OR we can look at another way to get it filled out with you.
A quick reference guide for filling out the forms.
Effective Date: 1/1/202X
Expiration Date: 12/31/202X
Permission for Release of Information area:
Additional Releases of information please use the second link and follow ROI instructions above.
Printable ROI Form
Forms
End of the Year Annual Required Documentation (Guide)
If you do not have access to a computer or internet you can call and schedule a time to come into the office to get help filling out the forms, OR staff can bring a tablet to you to fill it out, OR we can look at another way to get it filled out with you.
A quick reference guide for filling out the forms.
Effective Date: 1/1/202X
Expiration Date: 12/31/202X
Permission for Release of Information area:
- The name sections are for anyone who is not the guardian, whom Keys to Advancement may speak with about you/Customer; DO NOT PUT "Keys to Advancement" in this area.
- The effective and expiration dates of the Release of Information should be the same as the main effective and expiration dates that were at the beginning of the form: 01/01/202X & 12/31/202X.
Additional Releases of information please use the second link and follow ROI instructions above.
Printable ROI Form