# Client Intake Checklist & AMI Reference (Case Managers) | Income Restricted Apartments

> A downloadable client intake checklist, quick AMI reference by metro, a document list, and how to submit a referral.

URL: https://incomerestrictedapartments.com/guide/printable-client-intake-checklist-ami-tables/
Last-Modified: 2026-07-10

![Printed intake checklist and AMI table on a clipboard](/images/misc/printed-intake-checklist-and-ami-table-on-clipboar.webp)

## What’s in the Intake Checklist

A one-page, printable checklist covering:

-   Client contact info
-   Metro and target area
-   Household size and composition
-   Approximate annual household income
-   Income type (W-2, 1099, benefit, mixed)
-   Voucher status (in hand, applied, none)
-   Screening context (past evictions, credit range, background)
-   Accessibility needs
-   Language preference (English or Spanish)
-   Consent to contact confirmation
-   Referring professional info

Designed to fit on a clipboard during your intake with the client.

## What’s in the AMI Reference

A one-page reference showing:

-   Current-year AMI limits for the five Texas metros we cover
-   30, 50, 60, and 80 percent tiers
-   Household sizes 1 through 8
-   Notes on when the reference was updated
-   Contact info for follow-up

Updated annually.

![Quick-reference AMI table by metro](/images/misc/quick-reference-ami-table-by-texas-metro-brand-col.webp)

## How to Get These

Reach out through 

Contact

[/contact/ →](/contact/)

 and mention you’re a professional partner. We’ll send the current versions to you by email.

## Document List Handout for Clients

We also maintain a client-facing document list handout: ID, income proof, asset declaration, household composition, and program-specific extras. Useful for pre-visit prep.

## Related Reading

-   How the Referral & Pre-Screening Process Works
    
    [/guide/how-the-referral-client-pre-screening-process-works/ →](/guide/how-the-referral-client-pre-screening-process-works/)
    
-   What Documents You Need to Apply
    
    [/guide/what-documents-you-need-to-apply/ →](/guide/what-documents-you-need-to-apply/)
    
-   For Professionals Hub
    
    [/for-professionals/ →](/for-professionals/)
    

Request the checklist

[/contact/ →](/contact/)

.

## Frequently Asked Questions

Do you have a client intake checklist I can print? +

Yes. Reach out and we'll send the current PDF: a compact intake checklist covering income, household, program status, and screening context, plus a quick AMI reference by metro.

What client info should I gather first? +

Metro, household size, approximate annual income, voucher status, and any screening issues. That's enough for us to run pre-screening and identify open communities.

How often are AMI tables updated? +

Annually, after HUD publishes new figures each spring (usually April-May). Our quick reference is updated within a few weeks of release.

## Related Guides

### How the Referral & Client Pre-Screening Process Works

The five-step referral workflow, how consent is handled, what info to provide, turnaround, and the status updates you'll receive.

[How the Referral & Client Pre-Screening Process Works →](/guide/how-the-referral-client-pre-screening-process-works/)

### Referring Clients Across Multiple Texas Metros

How one statewide referral partner finds matches in each metro, coordinates relocations, and reports back to you.

[Referring Clients Across Multiple Texas Metros →](/guide/referring-clients-across-multiple-texas-metros/)

![](/images/misc/texas-income-restricted-apartment-community-family.webp)

Free · No Application Fees Wasted

## Want a Match, Not Just Info?

Start the free 5-minute intake. Licensed Texas team, matches within 24-48 hours, application fee rebate on approval.

See If I Qualify

[/contact/ →](/contact/)

 

Back to For Professionals

[/for-professionals/ →](/for-professionals/)