Proactive Planning Team
Customer Information Questionnaire
Click on the PDF link, below, to download our detailed Customer Information Questionnaire (CIQ).
The questionnaire is a handy interactive PDF form. No need to print anything out, or mail anything!
When you've finished filling out the form, save it and e-mail it to us. We'll contact you to set up a meeting, either virtually or in person.
The third option, below, is a print-out form that you can fill out and snail mail to us, if you prefer.
• PDF Link (Standard Version)
• PDF Link (Enhanced Version)
• Another Version (PDF)
• BFS Budget Worksheet (PDF)