WLG
 
 
Winkles Law Group, P.A.

Tampa Theatre Building
707 North Franklin Street, 2nd Floor
Tampa, Florida 33602
Telephone: 813-226-3090 Fax: 813-226-3128
Disability Cases - ERISA and non-ERISA - Personal Injury
Federal Criminal Cases - Appeals - Grand Jury Investigations
Potential Client Intake Form - print

Please print this out, fill in the blanks, and fax to 813-226-3128

Name: _______________________ Date: _______________________
Work Phone: _______________________ DOB: _______________________
Home Phone: _______________________ SS# _______________________
Cell Phone: _______________________ Email: _______________________
Mailing
  Address:
_______________________ Spouse: _______________________
_______________________ Children: _______________________
_______________________ _______________________

Type of Insurance                Insurance Details
Health: ____ Insurance Company: _______________________
Auto: ____ Dates of Coverage: _______________________
UM: ____ Years Policy in Effect: _______________________
Life: ____ Policy Limits: _______________________
Diability: ____ State of Purchase: _______________________
Policy Bought By: Employer ___ You? ___
Med Mal? ____ Type of Policy/Own PCC: _______________________
Amount of Premium: _______________________
Benefit Amount: _______________________
Benefits began-ended _______________________

Date of Disability: ____          Occupation when Disabled: ______________
Date of Injury: ____          Occupation when Injured: ______________
Describe Disability/Injury/Treatment Concerns:
_________________________________________________________________
_________________________________________________________________
_________________________________________________________________
Your Treating Doctor(s):  _____________________________________________
Did Insurance Company send you to an 'Independent Medical Expert'? ____
To whom and when? __________________________________________
                                                                                   *Please provide all IME Reports
What medical records do you have? _____________________________________
Currently working in an occupation outside your field? _______________________

Employer(s) (Last 5 years): Name/Address
___/___/___ to present    ________________________________________
________________________________________
___/___/___ to ___/___/___ ________________________________________
________________________________________
___/___/___ to ___/___/___ ________________________________________
________________________________________
Referred by:  _______________________________________________________
Consulted another attorney?____________________________________________