McDannold Law
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    New Client Information Form.

    Please provide the information requested below.  Additionally, please read and acknowledge McDannold Law's privacy policy regarding client Social Security Numbers.

    CLIENT INFORMATION
    If applicable.
    Please enter DOB in MM/DD/YYYY format.
    Please include your apartment number, if applicable.
    Please provide in XXX-XX-XXXX format. For our Privacy Policy concerning client SSNs, please see the bottom of the page.
    Please enter exactly as shown on your Driver License, including any spaces or dashes.
    Please provide in XXX-XXX-XXXX format.
    Please provide in XXX-XXX-XXXX format.
    Please provide in XXX-XXX-XXXX format.
    If currently not employed, please enter "Not Applicable."

    SPOUSE INFORMATION
    Please provide your spouse's address, if different from your address.
    If applicable.
    Please provide the name and address of your spouse's employer.
    Please enter DOB in MM/DD/YYYY format.
    Please provide the best number at which to reach your spouse.

    FINANCIAL RESPONSIBILITY
    EMERGENCY CONTACT INFORMATION
    Please provide the full name of the person financially responsible for legal fees.
    Please provide the Date of Birth of the financially responsible person.
    Please provide the complete mailing address of the financially responsible person.
    Please provide the phone number of the financially responsible person.
    Please provide the Social Security Number of the financially responsible person.
    Please provide the driver license number of the financially responsible person.
    Please provide the state that issued the financially responsible person's driver license.
    Please provide the complete mailing address of your emergency contact.

    Please describe your reason for coming to McDannold Law.

    PRIVACY POLICY REGARDING CLIENT SOCIAL SECURITY NUMBERS

    Social Security information will only be used in the event you hire the firm to represent you in your legal matter, and then only when necessary during the course of your case.

    Social Security numbers are collected by the law firm from the client, and all clients provide such information to the firm in writing.

    Social Security numbers are most often used to positively identify parties. Some uses may include initial service, in court orders, in required reports filed with the State of Florida, or to obtain retirement or other information from third parties. Most courts require the Social Security numbers of all parties.

    All information received from a client is confidential. Numbers are not released from the firm unless authorized by the client or required in the course of representation as stated herein.

    The employees of McDannold Law have access to this personal information.

    Every step is taken to protect your privacy. This information is kept secure within the offices of the firm in file folders and file drawers until such time that the file information is archived. Client files will be shredded in accordance with the firm’s record retention policy after the time required by the Florida Bar to maintain such records has expired. Social Security numbers are also securely maintained in firm software programs, all of which are encrypted and/or password protected.

    By clicking the "SUBMIT" button below, I acknowledge that I have read the above privacy information provided by McDannold Law regarding the use of my Social Security number.
Submit
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  • Home
  • About
  • Practice Areas
    • Estate Planning
    • Guardianship of Persons with Incapacity
    • Probate & Estate Administration
    • Veterans Benefits
  • Blog
  • Contact