Special Education Evaluation Request Form

Request a Special Education Evaluation with Confidence

When you notice your child struggling academically, socially, or developmentally, taking the first step toward getting them the support they need can feel overwhelming. This Special Education Evaluation Request Form makes it simple for parents and guardians to formally request a comprehensive evaluation under IDEA (Individuals with Disabilities Education Act) or Section 504, while documenting the learning concerns and intervention history that support your request.

Why Use This Template?

Schools are legally required to respond to parent requests for special education evaluations within specific timelines, but the process works best when your request is clear, complete, and well-documented. This Paperform template helps you:

• Submit a formal, dated request that starts the legal timeline for school response
• Document specific learning concerns across academic, behavioral, social-emotional, and developmental areas
• Provide intervention history showing what's already been tried and the results
• Give informed consent for assessments while understanding your parental rights
• Set clear expectations for next steps, timelines, and communication

Whether you're a parent advocating for your child, a guardian navigating the IEP process for the first time, or a school counselor helping families submit proper documentation, this template ensures nothing falls through the cracks.

Built for Parents, Guardians, and School Staff

This form is designed with empathy and clarity for parents who may be stressed, confused, or simply want to make sure they're doing everything right. The language is supportive but thorough, walking families through:

• Student and family information including current grade, school, and contact details
• Specific areas of concern with examples and space to describe what you're observing at home or in the classroom
• Previous interventions and accommodations that have been tried, with outcomes
• Medical, developmental, or family history that may be relevant to the evaluation
• Assessment consent and rights acknowledgment so parents understand what they're agreeing to
• Preferred communication methods and contact information for follow-up

For school administrators, counselors, and special education coordinators, this form creates a standardized intake process that captures all the information needed to initiate evaluations quickly and compliantly, while building trust with families from day one.

Streamline Communication and Compliance

Once a parent submits this form, schools typically have 15-60 days (depending on state law) to hold an evaluation planning meeting and another 60 days to complete assessments. This form helps everyone stay organized by:

• Creating a paper trail with timestamps for compliance and accountability
• Routing submissions to the right school staff (special education coordinator, school psychologist, principal) using Paperform's conditional logic
• Triggering automated emails to confirm receipt and outline next steps for families
• Integrating with your school's systems via Stepper to create tasks in your student information system, update CRM records, or notify the evaluation team

With Paperform's document-style editor, you can customize this template to match your district's specific policies, add your school logo and colors, include relevant state-specific language, or embed it directly into your school website so it feels like part of your existing parent portal.

Perfect for K-12 Schools, Districts, and Educational Advocates

This template is ideal for:

• Public school districts managing special education referrals and compliance timelines
• Private schools that serve students with IEPs or 504 plans
• Charter schools building out special education processes
• Parent advocacy organizations helping families understand their rights and submit proper requests
• Educational consultants and advocates supporting families through the evaluation process
• School psychologists and counselors who want to give parents a clear, respectful way to initiate evaluations

The form can be used for initial evaluations, re-evaluations (typically every three years), or requests for additional assessments if a child's needs have changed.

Automate Follow-Up and Keep Families Informed

Nobody wants parents to feel like their request disappeared into a black hole. With Paperform + Stepper, you can automate the entire intake and response process:

• Send an instant confirmation email with a timeline, explanation of next steps, and contact information for questions
• Route submissions to different staff based on the school or grade level selected
• Create a case file in your student information system or Google Drive folder
• Schedule a follow-up task for the special education coordinator to contact the family within 5 business days
• Send reminder emails as evaluation milestones approach (consent received, assessments scheduled, IEP meeting date set)

This level of automation not only improves parent satisfaction and trust, it also protects your district from compliance issues by making sure no request goes unacknowledged.

Customize for Your District's Needs

Every state and school district has slightly different procedures, forms, and timelines for special education evaluations. Paperform makes it easy to adapt this template:

• Add or remove assessment categories relevant to your evaluation process (psychological, academic, speech/language, occupational therapy, etc.)
• Include district-specific consent language or links to your procedural safeguards document
• Embed video explanations of the evaluation process or parent rights
• Offer the form in multiple languages to serve your entire community
• Use conditional logic to show different questions based on grade level, disability category, or whether this is an initial or re-evaluation request

Your special education team can update the form anytime without needing IT support, keeping it current as policies evolve.

Secure, Compliant, and Family-Friendly

When families share sensitive information about their child's learning challenges, medical history, or family circumstances, they need to trust that it's handled with care. Paperform is SOC 2 Type II compliant with robust data encryption, access controls, and the ability to set data residency preferences for schools in specific regions.

Submissions are stored securely and can be exported, archived, or integrated into your existing student records system. You control who on your team can view submissions, and parents receive confirmation that their request was received and is being acted upon.

Get Started in Minutes

This template comes ready to use with professional design, clear language, and best-practice question structure. You can launch it as-is, or spend a few minutes customizing it to match your school's brand and policies. Embed it on your website, share it via email or your parent portal, or print a QR code for families to scan during parent-teacher conferences.

Trusted by schools and districts nationwide, Paperform helps educational institutions improve parent communication, streamline compliance, and ensure every student who needs support gets evaluated promptly and thoroughly.

Start supporting your students and families better today with this Special Education Evaluation Request Form template.