The Initial Intake Form serves as a crucial first step in establishing a formal relationship with new clients in Singapore. This document is designed to collect essential information while ensuring compliance with Singapore's Personal Data Protection Act (PDPA) and other relevant regulations. It typically includes sections for personal information, service requirements, consent declarations, and specific information relevant to the service being provided. The form helps organizations maintain proper records, ensure regulatory compliance, and gather necessary information for service delivery.
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1. Personal Information: Basic contact details, identification information including name, NRIC/passport number, address, contact numbers, and email
2. PDPA Consent Declaration: Formal declaration of consent for data collection and processing as required by Singapore's PDPA 2012
3. Purpose Declaration: Clear statement outlining the specific purposes for which the information is being collected and how it will be used
4. Declaration of Truth: Client's attestation that all provided information is true, accurate and complete to the best of their knowledge
1. Medical History: Detailed medical background including conditions, medications, and previous treatments - used for healthcare service intake only
2. Financial Information: Financial details including income, assets, and financial history - used for financial service intake only
3. Emergency Contacts: Alternative contact information for emergency situations - recommended for healthcare or high-risk services
4. Employment Details: Current employment status, employer information, and job details - used when relevant to service provision
1. Privacy Policy: Detailed explanation of how personal data will be collected, used, disclosed and protected in accordance with PDPA requirements
2. Terms and Conditions: General terms governing the service provision and use of collected information
3. Required Documents Checklist: List of supporting documents that need to be submitted along with the intake form
4. Service-Specific Requirements: Additional forms or requirements specific to the particular service being provided
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