About this template
An immigration assessment form is an essential intake tool used by immigration attorneys, consultants, and agencies to evaluate whether a prospective client qualifies for a visa, residency, or citizenship in another country. This comprehensive form gathers critical background information, including personal identification, civil status, dependent details, educational history, employment background, and financial standing.
Transitioning this evaluation process to a digital format eliminates messy paperwork, prevents missing data, and ensures all client submissions are securely organized in a searchable database. Legal professionals and consultants can instantly review applicant qualifications, determine appropriate visa pathways, and manage caseloads more efficiently. With Doc2Form, you can deploy this assessment template in seconds, allowing prospective clients to submit their details 24/7 from any device.
Key features
- Collect detailed applicant background and qualification data in one structured submission
- Streamline visa eligibility reviews with organized responses sent straight to your spreadsheet
- Include dedicated sections for spouse and dependent family information
- Gather employment history, educational attainment, and language proficiency easily
- Save hours of manual data entry and eliminate physical paperwork errors
Use cases
Initial client intake for immigration law firms and advisory consulta…
Initial client intake for immigration law firms and advisory consultancies
Pre-screening applicants for skilled migration or work visa sponsorships
Evaluating family sponsorship and dependent relocation eligibility
Collecting structured applicant resumes and credential verification d…
Collecting structured applicant resumes and credential verification details
What this form collects
- Full Name (Short answer)Enter your first, middle, and last name as shown on your passport.
- Phone Number (Short answer)Include your country code.
- Email Address (Short answer)We will send future communications to this address.
- Date of Birth (Date)Format: MM/DD/YYYY
- Place of Birth (Short answer)City and Country
- Civil Status (Dropdown)Select your current marital status.
- Gender (Dropdown)Select your gender as indicated on official identification.
- Spouse Information (Paragraph)If applicable, provide your spouse's full name, date of birth, and place of birth. If not applicable, please enter N/A.
- Number of Dependent Children (Short answer)Enter the total number of dependent children accompanying or joining you.
- Child Details (Paragraph)Provide the names and ages of your dependent children, if any.
- Highest Educational Attainment (Dropdown)Select your highest completed level of education.
- Employment / Work History (Paragraph)Briefly summarize your recent work history, including job titles, employers, and years of experience.
- CV / Resume Link (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe your career history.
- Known Languages (Paragraph)List all languages you speak and your proficiency level (e.g., English - Fluent, Spanish - Basic).
- Family or Relatives in Destination Country (Multiple choice)Do you have close family members or relatives currently living in your intended destination country?
- Job Offer Status (Multiple choice)Do you currently hold a valid job offer from an employer in the destination country?
- Estimated Net Worth (Dropdown)Select your estimated personal net worth in USD.
- Additional Information (Paragraph)Share any other details, previous visa refusals, or specific questions you have for our team.
FAQ
What is an immigration assessment form used for?
It is used by immigration professionals to collect necessary background details from prospective clients to determine their eligibility for various visa categories, residency programs, or citizenship.
Can I customize the questions on this template?
Yes! Once you generate the form with Doc2Form, you have full control in Google Forms to add, remove, or modify any questions to match your specific practice requirements.
How do clients attach their CV or supporting documents?
The form includes a dedicated text prompt where applicants can paste a secure shareable link (such as Google Drive or Dropbox) containing their CV, transcripts, or supporting identification documents.
Where do the form submissions go?
All responses are automatically organized in a linked Google Sheet, allowing your team to review, sort, and manage client applications in real time.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.