Client Forms

Listed below are common Client Intake / Case forms; feel free to download them and utilize them as necessary.



DISCLAIMER:


If you are not using an email encryption system, it may be a security risk to relay the information contained in the Bankruptcy Intake Form via electronic mail to Sherpy & Jones, P.A.  You assume all risk and liability related to the method of relaying the information contained in the Bankruptcy Intake Form to Sherpy & Jones, P.A., whether those risks are known or unknown.

Downloadable Forms

 TitleModified DateSize 
Bankruptcy Intake Form6/1/201190.50 KBDownload
Deficiency Information Form6/1/201128.50 KBDownload
Foreclosure Information Form6/1/201131.50 KBDownload
General Collections Form6/1/201136.50 KBDownload
WebEx Sessions for April 2019 - Monday, April 15, 2019

Register At:

https://sherpyjones.webex.com


All Sessions 2 PM EST. 

April 18: Credit Cards: Reassessing Compliance with the CARD Act before anyone else does. In this session we will cover the requirements of the CARD Act and discuss common credit card issues. Presenter: Todd Sherpy. Time: 45 minutes.  Event Number: 664 900 936. Password – If Required: hurricane

April 26: UDAAP: Updating UDAAP – where it is; how it is being used; and what you should be doing to dot I’s and cross T’s under this nebulous rule as to specific matters and generally to support overall risk management and compliance health. Presenter: Todd Sherpy. Time: 45 minutes.  Event Number: 665 831 360. Password – If Required: tornado

April 30: Vendor Management In-Depth – Technology Service Providers: In light of the recent FDIC Guidance to banks let’s take a few minutes to review their concerns and review FFIEC Appendix J together with other Regulatory Guidance. We will, of course, discuss practical pointers and examples as a part of the program.  Presenter: Todd Sherpy. Time: 45 minutes.  Event Number: 668 700 787. Password – If Required: thunderstorms.