ReCapture™ Household Intake Worksheet

Welcome to ReCapture Financial™

Thank you for your interest in ReCapture Financial™.

This short intake worksheet helps us understand your household's income, monthly expenses, and spending structure so our underwriting team can determine whether our platform is a good fit for your household.

Most households complete this worksheet in about 10–15 minutes.

Before You Begin

Please have the following information available:

• Your approximate monthly household expenses.
• Your take-home income amounts by pay schedule.
• A general understanding of how your monthly bills are currently paid.
• Your contact information, including your phone number and email address.

Basic Eligibility

• Be at least 25 years old.
• Be employed full-time.
• Maintain an active personal checking account.
• Have approximately $3,500 or more in monthly household expenses.
• Provide complete and accurate financial information.

Meeting these guidelines does not guarantee acceptance, but helps us determine whether ReCapture Financial™ is a good fit for your household.

What We Ask From You

• Complete the onboarding process if approved.
• Follow your personalized weekly deposit schedule.
• Keep your household information current.
• Notify us when major financial changes occur.
• Use the platform responsibly and remain in good standing.

What You Can Expect From Us

• Professional household cash-flow management.
• Secure handling of your financial information.
• A personalized spending structure built around your household.
• Ongoing member support throughout your participation.
• Access to the programs for which you qualify.