North Carolina Request for Financial Information
This file is a Request for Financial Information form used by the County Department of Social Services in North Carolina. It is essential for determining eligibility for public assistance benefits. Complete the form accurately and submit to ensure your financial data is evaluated.
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How do I fill this out?
To fill out this form, start by providing your personal details including your name and address. Next, indicate your Social Security Number and complete the financial information requested on the subsequent pages. Ensure that you consent to the disclosure of your financial records as indicated.

How to fill out the North Carolina Request for Financial Information?
1
Begin with your personal information at the top of the form.
2
Provide your Social Security Number.
3
Fill out the details for any jointly owned accounts.
4
Complete the financial account information.
5
Sign and date the consent section.
Who needs the North Carolina Request for Financial Information?
1
Individuals applying for public assistance benefits.
2
Financial institutions processing eligibility inquiries.
3
Social service workers determining client eligibility.
4
Account holders needing to authorize financial data release.
5
Anyone looking to manage their financial records efficiently.
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What are the instructions for submitting this form?
To submit the completed Request for Financial Information form, please send it via email to DSS-submission@ncdhhs.gov. You may also fax the document to (919) 555-1234 or mail it to the local County Department of Social Services office. Ensure to keep a copy for your records before submission.
What are the important dates for this form in 2024 and 2025?
For 2024 and 2025, no specific deadlines apply to this form. However, it is advisable to submit as soon as possible to ensure eligibility for public assistance. Regular updates on related assistance programs may also be available throughout these years.

What is the purpose of this form?
The purpose of the Request for Financial Information form is to gather essential financial details from individuals seeking public assistance through North Carolina's Department of Social Services. This information is critical for evaluating eligibility for various assistance programs. By ensuring accurate completion of this form, applicants can facilitate a smoother assessment process.

Tell me about this form and its components and fields line-by-line.

- 1. Applicant's Name: Full name, including last, first, and middle.
- 2. District and County Case Number: Identification numbers related to the case.
- 3. Social Security Number: SSN of the individual applying.
- 4. Financial Account Information: Details about various financial accounts held by the applicant.
- 5. Customer Consent: A section for the applicant's consent to disclose financial records.
What happens if I fail to submit this form?
Failing to submit this form can result in delays or denial of public assistance benefits. It is essential that the form be completed accurately and submitted on time. Incomplete forms may require additional follow-up, causing further complications.
- Missing Information: Incomplete forms may lead to delays in eligibility determination.
- Denial of Benefits: Failure to submit required information could result in denial of assistance.
- Legal Consequences: Not complying with submission requirements may have legal implications.
How do I know when to use this form?

- 1. Public Assistance Applications: Used when applying for any public assistance program.
- 2. Financial Eligibility Reviews: Required for periodic reviews of ongoing assistance.
- 3. Account Information Disclosure: Authorization for financial institutions to release information.
Frequently Asked Questions
How do I access the Request for Financial Information form?
You can easily download the form from our website. Simply navigate to the appropriate section and click on the download link.
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Yes, you can fill out the form online using our PDF editing tools. Just upload the PDF and edit as needed.
What should I do if I make a mistake while filling out the form?
If you make a mistake, simply edit the text in the relevant fields until it is correct. You can also start over if needed.
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How do I submit the completed form?
After filling out the form, you can submit it via email, fax, or postal mail, depending on the requirements.
Can I share the form with someone else?
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What happens if I forget to sign the form?
Your form needs to be signed to be considered valid. Be sure to add your signature before submission.
How do I contact support for help with the form?
You can find contact information on our website for assistance with any questions.
Can I use this form for different types of financial records?
Yes, this form is designed to accommodate various financial records that may be required.
What should I do if my financial situation changes?
If your financial situation changes, you may need to update your form or submit a new one.