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Required Forms

Before your recording session, please review and complete the two required forms below. These forms help us prepare for your interview and ensure that recording preferences, participation permissions, and delivery expectations are clearly understood.

Forms Required Before Most Sessions
  • Client Intake Form
  • Recording & Participation Agreement
Both forms may be reviewed online and acknowledged electronically. Downloadable PDF versions are also available if you prefer to keep a copy for your records.
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Client Intake Form
This form helps us prepare for your interview and better understand the stories, memories, experiences, topics, and messages you would like preserved.
Required

Client Intake Form

Please review the intake form before completing your electronic acknowledgment. The information provided helps us create a more comfortable, organized, and personalized recording experience.

Download PDF
Electronic Acknowledgment
After reviewing the intake form, please complete the acknowledgment form below.
Client Name
Participant Name
Address
Package
Interview Format
The Session Will Take Place On
Transcript Add-On
Delivery Preference
Examples may include accessibility needs, hearing concerns, mobility concerns, camera shyness, sensitive topics to avoid, or anything else that may help us create a comfortable experience.
The examples below are simply ideas to help get you thinking. There are no required topics. Feel free to discuss any stories, memories, experiences, lessons, or messages that are important to you.
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Recording & Participation Agreement
This agreement explains recording permissions, participation expectations, ownership, privacy practices, delivery policies, file retention, and other important information related to Story Bus services.
Required

Recording & Participation Agreement

Please review the agreement before completing your electronic acknowledgment.

After reviewing the agreement, click Acknowledge Online to complete the required acknowledgment and consent form.

View or Download Agreement
Electronic Acknowledgment
After reviewing the agreement, please complete the acknowledgment form below.

SECTION 1 — CLIENT INFORMATION

Client Name
Participant Name

SECTION 2 — SESSION INFORMATION

Package Selected
Interview Format

SECTION 3 — ELECTRONIC ACKNOWLEDGMENT

Electronic Acknowledgment

SECTION 4 — PARTICIPANT CONFIRMATION

Entering your full legal name serves as your electronic acknowledgment of this agreement.

SECTION 5 — OPTIONAL COMMENTS

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Need Help?
If you have questions about either form, need assistance completing a document, or would prefer to complete paperwork another way, we’re happy to help.

Form Assistance

  • Questions about the intake form
  • Questions about the agreement
  • Help completing forms online
  • Alternative arrangements if needed

Contact Information

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