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Forms for Counseling Before seeing a counselor for budget and/or debt counseling, you need to submit  a completed Infopac.  You may choose to either print the forms, complete them  and return them via mail to us, OR you may save the documents to your  computer, complete them and submit them back to  us as an attachment.  If you have questions, please call us at 920-886-1000 or 800-366-8161. You will need Adobe Acrobat Reader to view and print these pages. To get Adobe Acrobat Reader click here. Print Infopac FISC forms to print out, complete and return by mail or in-person. Telephone Counseling For those who are at too great a distance to come to our offices and prefer to do counseling via the telephone.  Please complete one of the Infopacs above  as well as these additional 1^st appointment forms. Print both the Infopac and telephone counseling forms, sign and return by mail to FISC's Menasha office. Please make a copy of these forms for yourself to use during the telephone counseling session.  Address and other information is listed on the Infopac.

Tips to Help Complete the Worksheets

The information you enter on the Confidential Questionnaire, Expense Worksheet, and Debt Sheet will help us build an accurate picture of your financial situation. Entering accurate and complete information on these worksheets will provide your counselor with information regarding your financial concerns and goals, your household expenses, needs and wants, and your spending history. Filling out the forms as completely and accurately as possible will help us to help you.

CONFIDENTIAL QUESTIONNAIRE:

Don’t be bashful. Your honesty is essential if your present concerns are to be met. Your FISC counselor is a professional that deals with these issues on a daily basis.
Financial strengths and weaknesses need to be honestly communicated so we may meet your financial concerns, identify spending patterns, and assist you in developing plans to meet your financial goals.
Be certain to list your financial goals. Where do you want to go from here? What do you want to change in your financial life? Are there issues to resolve, better spending and savings habits to learn, future challenges to meet, and goals to reach? Write them down so you may discuss them with your counselor.

MONTHLY EXPENSE WORKSHEET:

Round all figures to the nearest dollar as you enter them on the worksheets.
All entries should be in monthly amounts. Example: If groceries cost $50 each week (50 x 4 wk.) enter $200 as monthly amount. If gasoline fluctuates between $20 to $24 per week ($24 x 4wk.) enter $96 per month. If you spend $300 each December for Christmas ($300 divided by 12 months) enter $25 per month. If car repairs and maintenance the past year totaled $186 (divide by 12 months) enter $16 per month to plan for this year.
This worksheet will show the monthly cost of keeping your household afloat, and should also reflect costs of upcoming expenses. (List everything. Unplanned expenses easily become future debts!)
All money normally spent by your household should be reflected on either the Monthly Expense Worksheet or the Debt Sheet.

DEBT LIST:

The only debts NOT listed are the Mortgage and Vehicle Loan. Both should already be listed on the Monthly Expense Worksheet. Don’t list them twice!
Gather all current statements (bills) to provide the information you will need.
List these same debts on your Debt List, with the required monthly payment.
Print or make extra copies of Debt List, if needed.
After completing the info-packet and worksheets, be certain to enclose:

Paycheck stubs or income statement, current statements, (bills), along with your last year’s tax forms, and payment for assessment fee. Mail or drop off all paper work to FISC. Your counselor will review it to prepare for your appointment and financial assessment. Phone us to schedule your appointment.

We look forward to working with you!