Lifestyle Profile

When you make the decision to relocate, you are leaving a community and an established lifestyle to create a new home. Your response to this questionnaire is the first step in our process of meaningful service. We can help make your community transition easier and more positive.

General Data

Transferee:
Mailing Address:
 
Country:
Telephone: Office: Home:
Email: Fax:
Employer: Cell Phone:

 

Family Data

Spouse\'s Name:
Spouse\'s Occupation:
Dependents living with you (if none skip to question 4)
  Name Birthdate Grade level Special Needs
1.
2.
3.
4.
Which school system do you prefer? Public Schools Private Schools
Do you Smoke? Yes No
Do you have a Pet? Yes No
If yes, Type of Pet and Weight
Please describe any special interests you or your family may have: (favorite recreations, church preferences, etc)

 

Home & community Requirements

1. Do you currently rent or own your home? Rent Own
2.
Do you plan to rent or purchase a home here? Rent
(please fill in 3)
  Own
(please fill in 4)
  Rent, then Purchase
(please fill in 3 and 4)
3. If you plan to rent, which would you prefer
Apartment House on its own lot Condominium/townhouse
   How long do you plan to rent?
Up to 3 months 3-6 months 1 year or longer
How many bedrooms and baths:
Square Footage:
Newer or older (ex. 15 years or older):
Preferred monthly rent range (ex. $1200-1400/month)
(Rule of thumb: monthly income needs to be a minimum of 3 times the monthly rent) Approximate date rental needed?
  Preferences
  Must Have Would Like
washer/dryer in unit
washer/dryer hook ups
yard/garden
garage
gym facilities / pool
4. If you plan to buy, which would you prefer
House on its own lot Condominium/townhouse
How many bedrooms and baths:
Square Footage:
Newer or older (ex. 15 years or older):
Preferred home purchase price range (ex. $400,000-500,000):
5. Average yearly family income:
6. Briefly describe your current home:
7. What features of your present home or neighborhood would you like to find in your next home? List in order of importance:
8. Are you familiar with any communities in your new area? If so, are there any you would like to consider living in? Which ones
9. What is an acceptable commuting time to work?
10. What is the approximate start date of your new job?
11. By what date would you like to be settled into your new home?
12. What are the dates of your anticipated househunting trip?
13. Where can we reach you when you arrive? (hotel, temporary housing- address & phone)
14. Please use the space below to list any comments not covered by the above questions. The more we know about your wants and needs, the more efficiently we can assist you.

 

International Transfers Only

Do you drive a car? Yes No Your Spouse? Yes No
Do you plan to drive to work or use public transportation?
Will any of your family require English as a second langauage? (please list their names and current level of English ability)
When do you anticipate your VISA to be available?

(PLEASE PRESS ONLY ONCE)

 

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