Intake

Onboarding Documents

In onboarding, you’ll complete a few essential forms that help us understand who you are, not just medically, but as a person. This foundation allows us to match you with the right family and ensure your experience is supported, safe, and centered around your wellbeing.


Intake forms

Getting to know you

Complete your intake portfolio and let us get to know the heart behind your journey


Medical Record Authorization

01

This form gives us permission to request and review your past OB and medical records. It allows our team, and eventually the fertility clinic, to confirm that surrogacy can be pursued safely based on your health history.

We only request records that are necessary, and this information is kept strictly confidential. By completing this form, you’re helping us ensure that your journey begins with the highest level of care, safety, and informed support.


Health Insurance Information

02

This form helps us review your current health insurance to determine whether it’s surrogate friendly and what coverage may apply during your journey. Providing this information early allows our team to identify any gaps, ensure compliance, and plan the safest, most supportive path forward for you.


Documents & Income Verification

03

As part of onboarding, we’ll collect a few required documents, such as your driver’s license and recent paystubs, to verify identity and to calculate additional benefits such as lost wages. These help us ensure accuracy, compliance, and a smooth start to your surrogacy journey.


Surrogate Responsibility Disclosure

04

This form outlines the key expectations and responsibilities of being a Surrogate so you know exactly what the journey involves before moving forward. It’s meant to protect you, create clarity, and ensure there are no surprises along the way. By reviewing and acknowledging it, you’re confirming that you understand the commitments involved and that you feel ready, supported, and informed as you take your next steps.


Surrogate Agency Agreement

05

The Agency Agreement is the foundation of our partnership together. It explains how we support you, what you can expect from us, and the promises we make to you throughout your journey. Its purpose is to create transparency, trust, and a shared sense of security so you feel cared for, protected, and never alone as you step into this meaningful role.


06

Custom Compensation Package

Your custom compensation package is crafted around you, your needs, your family, and your life. No two Surrogates are the same, and your compensation shouldn’t be either. This step ensures you feel valued, respected, and supported in a way that honors the generosity of what you’re choosing to do. Your time, your effort, and your heart deserve to be acknowledged in a way that feels meaningful and personal. This is where we listen closely, advocate for you, and build a package that reflects your worth.


Video Call with FMS Agency Director

07

During your virtual home visit with Ashlee, you’ll have the chance to connect beyond the paperwork to share your story, your hopes, and what you want this experience to feel like.

We ask that your partner joins, if applicable so that we can meet them.

Ashlee will walk you through the process with honesty, warmth, and deep respect for the role you’re stepping into. The home visit isn’t an inspection; it’s a chance to meet you in your space, understand your support system, and ensure you feel seen, valued, and supported from the very start.


Build your profile

08

Creating your Surrogate profile is a meaningful step in sharing your story with Intended Parents. Together, we’ll gather the details that reflect who you are like your personality, values, lifestyle, support system, and the heart behind your decision to become a surrogate. We thoughtfully craft this into a beautiful, authentic profile that helps intended parents feel connected to you from the very start.

This step is important because it sets the foundation for a strong, aligned match. When your profile feels true to who you are, it allows intended parents to see the real you, your warmth, your motivations, and the intention you bring to this journey so the connection begins with trust, understanding, and genuine compatibility.

Additional intake steps

These are items that will be needed, but can be done at any point during the onboarding process.


Next steps

Once we have everything we need, we’ll move into the next steps of your intake screening, including a reviewing your medical records, and identifying a possible match. Our team will stay closely connected with you and keep you updated every step of the way. If you ever have questions or simply need support, you can text, call, or email your case manager anytime. We want you to feel cared for, heard, and supported throughout this entire journey.