Intake Forms

We know your time is valuable; let us help you save some! These intake forms are here for your convenience. You may download/print the form, fill it out, send it back to our office or bring it to your appointment. 

If you don't have time to fill out a form in advance, no worries. Our staff will be happy to collect your information at your appointment.

Download the form appropriate for your needs by clicking the button below

Complete the form fields

Print and mail or e-mail the form to our office or bring it along to your appointment. 



Monday         9:00 - 5:00

Tuesday         9:00 - 5:00

Wednesday    9:00 - 5:00

Thursday       9:00 - 5:00

Friday             9:00 - 5:00

225 Main Street East


PO Box 351


Sleepy Eye, MN 56085


Tel: (507) 794.4141

Fax: (507) 794.2193

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WIRE FRAUD ADVISORY: Wire fraud and email hacking/phishing attacks are on the increase. If you have an escrow or closing transaction with us and you receive an email containing Wire Transfer Instructions, DO NOT RESPOND TO THE EMAIL. Instead, call your escrow officer/closer immediately, using previously known contact information and NOT information provided in the email, to verify the information prior to sending funds.