Pre-Appointment Information Sheet 2026

1. Click ‘Get Form’ to open the Pre-Appointment Information Sheet in our editor.
2. Begin by entering the Service Member’s Name at the top of the form. If applicable, involve your spouse for a comprehensive overview.
3. Proceed to the Monthly Income section. Fill in all relevant income sources, including military pay and any additional earnings, ensuring amounts are listed on a monthly basis.
4. Next, move to Living Expenses. Carefully input each expense category such as groceries, dining out, and personal care items. This will help provide a clear picture of your financial obligations.
5. Continue with Home Expenses and Contributions sections. Document all relevant costs like rent/mortgage and any charitable contributions you make monthly.
6. Fill out the Children/School Expenses section if applicable, detailing any educational costs incurred for your children.
7. Complete the Transportation and Health Expenses sections by listing all related costs such as vehicle maintenance and medical expenses.
8. Finally, review all entries for accuracy before saving or printing your completed form to bring to your appointment.

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