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KOOTUITUI BUDGETING REFERRAL FORM
Please fill in this pre assessment form for budgeting services to help us understand your needs
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* Indicates required question
Name
*
Your answer
Address
Your answer
Phone
*
Your answer
Referred by
*
MSD
Self Referred
Strive
Salvation Army
Emerge
Other:
Required
How can we help you
*
MSD
Housing (Please include provider in other)
Kiwisaver Hardship
Other:
Required
Do you have a preferred day for appointment
*
Monday
Tuesday
Wednesday
Thursday
Friday
Any day is fine
Required
Checklist of what to bring
*
Breakdown of income (MSD) (Either online or printed out)
Updated Current balance of debts( Please call finance company and has latest balance emailed to you)
Kiwi saver hardship form if applying for Kiwi saver
Required
Anything you would like our budgeter to know?
Your answer
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