Cover Letter Intake Form - Wintec Services

1. Client Basic Details

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Full Name

Employee Name

Gender

Date of Birth

Marital Status

Passport Number

Passport Expiry

Nationality

Place of Birth

Mobile

Email

Current Address

Is applicant Indian citizen?

Currently in India?

Current Country

Current Immigration Status

Legal Stay Proof Available?

Re-entry Permission Required?

Re-entry / Current Country Details

Client Notes

2. Visa & Travel Plan

Applying Country

Visa Type

Application Centre

Expected Application Date

Departure Date

Return Date

Stay Duration

Cities to Visit

Main Purpose

Why this country?

3. Travel Arrangements

Hotel Booked?

Accommodation Type

Hotel Details

Accommodation Address

Flight Booking?

Travel Insurance?

Insurance Company

Policy Number

Insurance Start

Insurance End

Flight Details

Day-by-day Itinerary

Travel Notes

4. Previous Travel History

5. Previous Visa Applications / Refusals

6. Occupation / Job / Business / Govt Employee

Occupation Type

Current Monthly Income

Income Currency

Government Employee?

Govt Department

Govt Designation

Govt Employee ID

Govt Joining Date

NOC Available?

Govt Leave Approval?

NOC Issuing Authority

NOC / Occupation Notes

General Occupation Notes

Job Details

Company Name

Designation

Job Start Date

Monthly Salary

Salary Currency

Salary Bank Account

Job Leave Approval?

Job Responsibilities

Job Documents

Business Details

Business Name

Business Type

Business Start Date

Registration Type

Registration Number

GST Available?

GST Number

Udyam Available?

Udyam Number

Annual Turnover

Monthly Business Income

Currency

Business ITR Filed?

Business Address

ITR Details

Business Documents

Business Return Reason

Other Occupation Details

Self Work Type

Self Work Since

Self Monthly Income

Self Proof?

Self Clients / Projects

Self Proof Details

Land Details

Ownership Type

Agriculture Income

Farm Proof?

Crop Details

Farm Proof Details

Current Institute

Current Course

Study Start Date

Enrollment Proof?

Previous Occupation

Retirement Date

Pension Amount

Pension Proof?

7. Funds & Sponsors

Funds Available?

Total Available Funds

Currency

Bank Name

Account Type

Statement Period

Source of Funds

Large Deposit?

Large Deposit Amount

Large Deposit Date

Large Deposit Explanation

ITR Available?

Loan Taken?

ITR Details

Loan Details

Assets Available?

Assets Details

Financial Notes

8. Family & Return Ties

Father Details

Mother Details

Spouse Details

Children Details

Siblings Details

Family Abroad?

Lives With

Family Abroad Details

Family Responsibilities

Strong Return Reasons

Detailed Family Members

9. Family Reunion Details

Family Reunion Case?

Reunion With Name

Relation

Person Country

Person Status

Last Met Date / Year

Planned Stay With Family

Relationship Proof?

Inviter Supporting Expenses?

Accommodation by Inviter?

Reunion Person Address

Purpose of Reunion

Why Reunion Important?

Relationship Proof Details

Reunion Notes

10. Education

11. Medical Fitness

Medically Fit to Travel?

Medical Certificate?

Existing Medical Condition?

Regular Medicines?

Special Assistance Required?

Travel Health Insurance?

Medical Condition Details

Medicine Details

Special Assistance Details

Vaccination / Health Precaution Details

Emergency Contact Name

Emergency Contact Relation

Emergency Contact Phone

Medical Notes

12. Police / Legal / Court History

Ever Arrested?

Police Case / FIR?

Court Case?

Ever Convicted?

Pending Criminal Case?

Civil Dispute?

PCC Available?

Arrest Details

Police Case Details

Court Case Details

Conviction Details

Pending Criminal Case Details

Civil Dispute Details

PCC Details

Legal Notes

13. Documents Checklist

Other / Missing Documents

14. Risk Factors / Weak Points

Risk Severity

Risk Explanation

Solution / Handling

15. Expert Writer Notes

Cover Letter Tone

Case Strength

Senior Review Required?

Main Points to Highlight

Points to Avoid / Handle Carefully

Final Drafting Instructions

Missing Information

Internal Notes