Retirement Community Application

Streamline Your Retirement Community Applications with Paperform

Finding the perfect retirement community is an important decision that requires careful consideration of lifestyle preferences, health needs, and financial planning. Our Retirement Community Application Form template is designed to help senior living facilities, assisted living communities, and independent retirement villages gather all the essential information they need to match prospective residents with the right living environment—all in one professional, easy-to-use form.

Why Choose This Retirement Community Application Template?

This comprehensive template goes beyond basic contact information. It's specifically designed for retirement communities that want to provide personalized care and lifestyle matching from the very first interaction. The form includes:

• Personal and emergency contact information to ensure family members stay connected
• Lifestyle activities survey to match residents with community amenities and social programs
• Health screening questions to understand care needs and medical requirements
• Financial qualification review to ensure transparent discussions about affordability
• Housing preferences including unit type, move-in timeline, and special accommodations

By using Paperform's intuitive platform, retirement community administrators can create a welcoming first impression while gathering all the critical information needed for admission decisions. The form can be customized to match your community's branding, making it feel like a natural extension of your website.

Perfect for Senior Living Professionals

This template is ideal for:

• Retirement community directors managing admissions and resident placement
• Senior living facilities offering independent living, assisted living, or memory care
• Continuing care retirement communities (CCRCs) that need comprehensive resident assessments
• Property managers in age-restricted communities and active adult neighborhoods
• Healthcare administrators coordinating medical and lifestyle services for seniors

How Paperform Enhances Your Application Process

With Paperform, you're not just collecting information—you're creating an experience that reflects the quality of care your community provides. Here's how:

Conditional Logic for Personalized Experiences: Use Paperform's smart conditional logic to show or hide questions based on previous answers. For example, if an applicant indicates they need assistance with daily activities, you can automatically display additional health assessment questions without overwhelming those who don't need that level of care.

Secure Payment Collection: If your application requires a deposit or processing fee, Paperform's integrated payment options (Stripe, PayPal, Square) let you collect payments securely right within the form. No need for separate invoicing or payment portals.

eSignatures with Papersign: Once an application is approved, you can seamlessly transition to contracts and admission agreements using Papersign. Send lease agreements, terms of service, and medical consent forms for secure electronic signature, keeping everything organized and legally compliant.

Workflow Automation with Stepper: Take your application process to the next level with Stepper. Automatically route applications to the right team members based on care needs, send follow-up emails to family members, schedule tours, update your CRM, and trigger background checks—all without manual data entry.

Beautiful, Accessible Design: Senior applicants and their family members appreciate forms that are easy to read and navigate. Paperform's clean design and customizable themes ensure your form is accessible on any device, with large fonts and clear layouts that reduce confusion.

Key Features of This Template

• Comprehensive lifestyle assessment covering hobbies, social preferences, dining habits, and activity levels
• Health screening section with questions about mobility, medications, and care requirements
• Financial qualification fields that respect privacy while gathering necessary budget information
• Emergency contact collection to keep families informed and involved
• Conditional questions that adapt based on care level needs
• File upload capability for supporting documents like medical records or financial statements

Built for Compliance and Security

Retirement communities handle sensitive personal, medical, and financial information. Paperform is SOC 2 Type II compliant, ensuring that all data is encrypted and stored securely. You can also set up data residency controls to meet regional compliance requirements, and use role-based permissions to ensure only authorized staff can access sensitive applications.

While Paperform is not HIPAA compliant, it provides enterprise-grade security suitable for preliminary health screening and general medical information collection during the application process.

Integration with Your Existing Tools

Paperform connects seamlessly with the tools senior living professionals already use:

• CRM systems like HubSpot, Salesforce, or Pipedrive to track leads and move-ins
• Google Sheets or Airtable for application tracking and waitlist management
• Slack or email for instant notifications when new applications arrive
• Calendar tools for scheduling facility tours and interviews
• Project management tools to coordinate move-in logistics

Get Started Today

Whether you're managing a small boutique retirement community or a large continuing care facility, this Retirement Community Application template provides everything you need to create a smooth, professional application experience. Customize the questions to match your community's unique amenities and care philosophy, apply your branding, and start accepting applications in minutes.

With Paperform's flexible pricing—from free plans for simple forms to Enterprise solutions for larger organizations—you can scale your application process as your community grows. Join over 500,000 teams worldwide who trust Paperform to handle their most important forms and workflows.

Start building better relationships with prospective residents from the very first click.