PDF (editable)7 pagesApril 3, 2026
EB-5 Client Intake Questionnaire Template
Editable questionnaire template for immigration attorneys starting new EB-5 client relationships. Covers personal information, immigration history, investment readiness, family members, documentation inventory, and timeline preferences.
Table of Contents
PDF (editable) · 7 pages
- 1Client Information
- 2Immigration History
- 3Investment Readiness
- 4Family Members and Derivatives
- 5Financial Documentation Inventory
- 6Timeline and Preferences
- 7Engagement Terms (Customizable)
What You'll Learn
- A structured framework for gathering every data point needed to prepare an I-526E petition
- Screening questions that surface admissibility concerns early in the engagement
- Country specific questions for source of funds documentation
- Derivative beneficiary age out risk screening
- A customizable engagement terms section you can brand with your firm name
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Topics Covered
- Client personal and immigration history
- Investment capital and source of funds screening
- Derivative beneficiary information
- Financial documentation inventory
- Filing timeline and preferences