Intake
Phase One
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.
Medical Questionnaire
02
This form gives us an overview of your health and past pregnancies so we can confirm surrogacy is medically safe for you. It helps our team and the clinic understand your needs and ensure you’re fully supported from the start.
Health Insurance Information
03
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
04
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.
Additional intake steps
These are items that will be needed, but can be done at any point during the onboarding process.
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Candidates who are ready to begin their journey must have had a recent pap with negative/clear results. If you haven’t gotten a pap in the last 3 years, one is required in order to move forward in the process. These will be in your medical records if it has been performed recently.
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We require a signed form from your current OBGYN/Midwife stating that he/she has no concerns if you become pregnant again, and that you have his/her support to be a surrogate. We will request this for you, along with your medical records. You may also have it filled out if you are going in for a pap smear at the same time. You can download our form for your OBGYN/Midwife to fill out if you would like.
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Obviously if you are pursuing surrogacy, we do not want to be faced with an unexpected pregnancy. Please ensure that you are on reliable and consistent birth control. Natural family planning, or condoms, are not considered reliable. Do not use an implant, shot or IUD. If you have had any negative side effects or issues with certain birth control pills, please let us know as well. If you are not currently on birth control pills, you may be asked to discuss starting them with your OBGYN.
If you have an IUD, it will need to be removed and out for a minimum of 2 cycles (3 cycles for Mirena) before you can be cleared for embryo transfer, as it can negatively affect uterine lining. If your cycles do not start after IUD removal, you should follow up with your OBGYN for an evaluation. FMS recommends having IUD removed after medical records have been approved by our agency in order to avoid unnecessary removal if you are not approved.
While annual visits with pap should be covered as a preventative care exam if you have insurance, IUD removal is not. Any costs associated with obtaining medical clearance from your OBGYN, IUD removal, and any replacement birth control prescribed are your financial responsibility.
Next steps
Once we have everything we need, we’ll move into the next steps of your intake screening, including a video call so we can connect face to face. Our Intake Manager, Janae, 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 her anytime. We want you to feel cared for, heard, and supported throughout this entire journey.