Client Intake Sheet 2025
Application Instructions
Please complete all the steps below before submitting your application. Having everything ready will ensure your credit repair process starts without delays.
Please Read — Important Notice
Before submitting this form, the Outlook email you provide must be linked to all accounts (Experian, TransUnion, and Equifax). Please ensure that the username and password allow full login access. Copy the username and password, visit each site, and verify that the credentials work. If login fails, the credit repair process will be delayed.
1
Create a New Outlook Email
- Go to Outlook.com and create a new email account
- Record your Email Address, Username, and Password
- DO NOT attach any phone number to this email account
If you already have a TransUnion, Experian, or Equifax account set up, please change the email in your account to the Outlook email that you created.
This email will be linked to all your credit accounts. Keep it secure.
Create Outlook Email2
Personal Information
- Full Name (First, Middle, Last)
- Date of Birth (DOB)
- Social Security Number (SSN)
- Full Address (Street, City, State, ZIP)
- Driver's License — attach a clear photo
- Utility Bill
Additional Documents: Please provide two of the following — recent bank statements or a utility bill.
3
Experian Account Setup
- Visit Experian.com to create an account
- Create Username and Password
- Set up and record your 4-Digit PIN
- Set up and record your Security Question & Answer
4
TransUnion Account Setup
- Visit TransUnion.com to create an account
- Use the Outlook email created in Step 1
- Create Username and Password
5
MyEquifax Account Setup
- Visit MyEquifax.com to create an account
- Use the Outlook email created in Step 1
- Create Username and Password