Client Onboarding Form
Your Contact Information
First Name
Last Name
Primary Mobile Phone
Secondary Phone
Date of Birth
MM slash DD slash YYYY
Email
Last Four Digits of your Social Security Number
Your Home Street Address
Address
Your Home Street Address
City/Town/Province
State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
County/Parish/Village
Which best describes your military service:
I am actively serving in the military
I am a military veteran
None of the above
Thank you for your Service!
Please give your current military branch of service
US Air Force
US Army
US Coast Guard
US Marine Corps
US Navy
US Space Force
Please provide your current rank
Timeshare Property Purchase Details
What was the date of your timeshare purchase?
MM slash DD slash YYYY
Please provide the name of the Timeshare Developer
Please indicate the state where your timeshare property is located
(Select an option)
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Outside of US
Do you have an ACTIVE mortgage or loan attached to this contract?
Yes, I have an Active mortgage or loan attached to this contract
No, I do not have any active mortgages or loans attached to this contract
Loan/Mortgage Details
What is the approximate balance of your mortgage or loan? ($10.00 format)
Did you provide authorization for your mortgage or loan payment to be drafted automatically?
Yes
No
When did you make your last payment?
MM slash DD slash YYYY
Are you being contacted by a collection agency regarding any balance(s) owed on your loan or mortgage?
Yes
No
If yes, please provide the name of the agency(s) and method of contact (mail, email, mobile phone, etc…)
Has the Developer contacted you regarding any legal action related to your mortgage (e.g. Acceleration of Mortgage, Foreclosure, Trust Sale, Lien, etc…)?
Yes
No
If yes, please provide a BRIEF explanation.
Additional Contracts and Upgrades
Have you purchased ADDITIONAL contracts with this Developer?
Yes
No
How many additional contracts did your purchase?
One
Two
Three
Four or More
Additional Contract 1 Purchase Date
MM slash DD slash YYYY
Additional Contract 2 Purchase Date
MM slash DD slash YYYY
Additional Contract 3 Purchase Date
MM slash DD slash YYYY
Have you purchased any upgrades with this developer?
Yes
No
How many upgrades did your purchase?
One
Two
Three
Four or More
Upgrade 1 Purchase Date
MM slash DD slash YYYY
Upgrade 2 Purchase Date
MM slash DD slash YYYY
Upgrade 3 Purchase Date
MM slash DD slash YYYY
Credit Cards & Credit Accounts
For the initial purchase of your timeshare, did you use your own credit card for the down payment or did the developer assist you in obtaining a new credit account at the time of purchase?
Used my Personal Credit Card
Used a New Credit Account
Used both, my Personal Credit Card & a New Credit Account
Other
A credit account such as: BillMeLater, PayPal Credit, RCI Rewards Card, Barclay card, Interval International Rewards card, Wyndham Rewards, Westgate Rewards, Bluegreen Encore Rewards
Personal Credit Card
Please provide more details related to the personal credit card below:
Name of Financial Institution (e.g. Bank of America, Barclay, etc…)
Name of Account Holder
Last 4 digits of Account Number
Approximate Amount Paid Down
Is this credit card still active?
Yes
No
New Credit Account
Please provide information related to the credit account opened as part of your initial timeshare purchase.
Name of Financial Institution (e.g. Bank of America, Barclay, etc…)
Name of Account Holder
Last 4 digits of Account Number
Approximate Amount Paid for Down Payment
Is this credit account still active?
Yes
No
Have you filed a dispute (verbal or written) of any of the charges applied to your credit card related to the timeshare?
Yes
No
How many disputes have you filed?
One
Two
Three
Credit Card Dispute Details 1
Did you file the dispute in writing or over the telephone?
In writing
Over the phone
Approximately when did you file the dispute?
MM slash DD slash YYYY
Have you received a response to the dispute?
Yes
No
If yes, what was the disposition?
Have you responded to their letter of disposition?
Yes
No
If yes, please provide a BRIEF summary and DATE
Credit Card Dispute Details 2
Did you file the dispute in writing or over the telephone?
In writing
Over the phone
Approximately when did you file the dispute?
MM slash DD slash YYYY
Have you received a response to the dispute? If yes, what was the disposition?
Yes
No
What was the disposition?
Have you responded to their letter of disposition?
Yes
No
If yes, please provide a BRIEF summary and DATE
Credit Card Dispute Details 3
Did you file the dispute in writing or over the telephone?
Yes
No
Approximately when did you file the dispute?
MM slash DD slash YYYY
Have you received a response to the dispute? If yes, what was the disposition?
Yes
No
What was the disposition?
Have you responded to their letter of disposition?
Yes
No
If yes, please provide a BRIEF summary and DATE
Special Assessment Qualifier
Have you ever been charged a special assessment for this timeshare?
Yes
No
How many special assessments have you been charged for?
One
Two
Three
Special Assessment Details
Please provide the following information regarding the Special Assessment:
Amount Charged for Special Assessment
What Year were you Charged for the Special Assessment?
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
Reason for Assessment
Were you provided an itemized budget regarding how the special assessment funds were spent?
Yes
No
Were your maintenance fees increased, remained the same, or reduced on the next annual billing statement following the year the Special Assessment was charged?
Increased
Remained the same
Reduced
Unsure
Special Assessment Details 2
Please provide the following information regarding the Special Assessment:
Amount Charged for Special Assessment
What Year were you Charged for the Special Assessment?
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
Reason for Assessment
Were you provided an itemized budget regarding how the special assessment funds were spent?
Yes
No
Were your maintenance fees increased, remained the same, or reduced on the next annual billing statement following the year the Special Assessment was charged?
Increased
Remained the same
Reduced
Unsure
Special Assessment Details 3
Please provide the following information regarding the Special Assessment:
Amount Charged for Special Assessment
What Year were you Charged for the Special Assessment?
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
Reason for Assessment
Were you provided an itemized budget regarding how the special assessment funds were spent?
Yes
No
Were your maintenance fees increased, remained the same, or reduced on the next annual billing statement following the year the Special Assessment was charged?
Increased
Remained the same
Reduced
Unsure
Maintenance Fees
How often do you pay your maintenance or any other service fees?
Monthly
Quarterly
Annually
Other
What is the total amount you currently pay each year in recurring maintenance or other service fees?
Were you ever told or advised that the maintenance fees were fixed and would not increase?
Yes
No
Are you currently past due on your maintenance or service fees?
Yes
No
What was the approximate date of your last maintenance fee payment?
MM slash DD slash YYYY
Are you currently being contacted by any collection agency(s) regarding any balance(s) owed on your maintenance fees?
Yes
No
If yes, Who has contacted you regarding your past due balance?
Has the Association contacted you regarding any legal action related to your past due maintenance fees (e.g. Lien, etc…)?
Yes
No
When did they contact you last?
MM slash DD slash YYYY
Have ever been delinquent on your maintenance fees?
Yes
No
WHEN were you delinquent on your maintenance fees?
MM slash DD slash YYYY
If multiple times, please give the most recent date
Your Relationship with the Developer
Have you ever attempted to contact the resort about your dissatisfaction with your ownership?
Yes
No
Please provide an explanation of your attempts to communicate with the Developer/Resort about your dissatisfaction, as well as their response
Have you ever attempted to sell your timeshare with a third party/resale agency or on your own?
Yes, I have attempted to sell my timeshare with a third party/resale agency.
Yes, I have attempted to sell my timeshare on my own.
No
With what company did you work with/contact regarding resale?
Have you previously retained a timehsare exit company to assist you with your timeshare contract?
Yes
No
Who did you hire (company name)?
Please give the date that you hired the company
MM slash DD slash YYYY
Regulatory Information
Have you filed any complaints with a consumer protection agency or regulatory authority?
Yes
No
(For example: Better Business Bureau, Attorney General, or Real Estate Commission)
Regulatory Complaint
Which agency did you file your complaint with?
When did you file the complaint?
MM slash DD slash YYYY
Have you received a response to the complaint?
Yes
No
If yes, BRIEFLY summarize the response
Thank you for completing our client onboarding form. The information you provided will allow our legal team to begin working on your case. To help us better understand your situation, please provide a summary of your experience with the developer, including what occurred and what led you to seek assistance from Finn Law Group.
2500 Max Character Limit
Acknowledgment and Acceptance Statement
By checking this box, I hereby attest that all information provided to Finn Law Group, P.A. in connection with my legal matter is true, accurate, and complete to the best of my knowledge, information, and belief. I understand that Finn Law Group, P.A. will rely upon the information provided in rendering legal services, and I agree to promptly notify the firm of any changes or corrections to previously submitted information. I acknowledge that any misrepresentation or omission may adversely affect the outcome of my matter and the scope of my legal representation.
I acknowledge
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