Surrogacy Agency Information Request

Your Journey to Parenthood or Surrogacy Starts Here

Whether you're exploring surrogacy as an intended parent or considering becoming a gestational carrier, requesting the right information is the first step toward an incredible journey. This Surrogacy Agency Information Request Form helps surrogacy agencies quickly understand your unique situation, answer your most pressing questions, and provide the personalized resources you need to make informed decisions.

Why This Template Works for Surrogacy Agencies

Surrogacy is deeply personal, and every journey is unique. This form template is designed specifically for agencies supporting both intended parents and potential surrogates, capturing the information needed to provide tailored guidance, educational materials, and next steps—all while maintaining sensitivity and confidentiality.

Key features include:

• Role-specific questions that branch based on whether someone is an intended parent or surrogate candidate
• Location preference fields to help match parties in favorable legal jurisdictions
• Experience and timeline questions to understand where each person is in their journey
• Confidential consultation scheduling so your team can follow up with personalized support
• Warm, compassionate design that reflects the emotional nature of the surrogacy process

Perfect for Healthcare Providers, Family-Building Agencies, and Reproductive Services

This template is ideal for:

• Surrogacy agencies managing both intended parents and gestational carriers
• Fertility clinics offering surrogacy coordination services
• Family-building consultants providing guidance and matching services
• Legal practices specializing in reproductive law and surrogacy agreements
• Nonprofit organizations supporting families through the surrogacy process

By capturing key details upfront—including previous IVF experience, medical history considerations, support system, and preferred communication methods—your team can respond with exactly the right information packets, brochures, and consultation offers.

Streamline Follow-Up with Paperform's Built-In Tools

Paperform makes it easy to turn information requests into meaningful relationships:

• Instant notifications alert your team when someone requests information, so you can follow up quickly
• Conditional logic shows relevant questions based on whether the submitter is an intended parent or surrogate candidate
• Appointment scheduling fields let people book confidential consultations directly in the form
• Automated emails can deliver initial brochures and resources immediately while your team prepares for a personal follow-up
• Integration with your CRM via Stepper ensures every inquiry is tracked, tagged, and nurtured appropriately

Because surrogacy involves sensitive medical, legal, and financial information, Paperform is SOC 2 Type II compliant with robust data protection and encryption, giving both your agency and your clients peace of mind.

How Intended Parents and Surrogates Use This Form

For Intended Parents:
The form gathers information about family-building goals, previous fertility treatments, openness to different surrogacy arrangements, location preferences, and any specific questions or concerns. This allows your team to send targeted resources about the surrogacy process, costs, timelines, and legal considerations—plus schedule a consultation to discuss their unique path to parenthood.

For Surrogate Candidates:
The form captures key eligibility factors like previous pregnancy history, health status, support system, and motivations for becoming a surrogate. Your agency can respond with information about the surrogate screening process, compensation, medical and legal support, and next steps for applying—all tailored to the candidate's location and situation.

Automate Workflows with Stepper

Use Stepper, your AI-native workflow builder, to automatically:

• Route intended parent inquiries to your family-building coordinators and surrogate inquiries to your carrier recruitment team
• Add contacts to segmented email campaigns based on their role, location, and timeline
• Update your CRM with inquiry details and schedule follow-up tasks
• Send different information packets, brochures, and video resources depending on the inquiry type
• Trigger calendar invites for consultations and send reminder emails

Easy to Customize for Your Agency's Process

Every surrogacy agency has its own approach, specialties, and service areas. This template is fully customizable so you can:

• Add or remove questions based on your screening criteria
• Adjust location fields to focus on your service regions or surrogacy-friendly states
• Include questions about specific services like egg donation, legal support, or international surrogacy
• Customize the success page to deliver immediate value—like a welcome video, FAQ guide, or next-steps checklist
• Match the form's design to your brand with custom fonts, colors, and imagery

Built with Care, Optimized for Trust

Surrogacy decisions are some of the most important people will make in their lives. This form template balances professionalism with warmth, ensuring that every intended parent and surrogate candidate feels heard, respected, and supported from the very first interaction.

Whether you're a growing surrogacy agency, an established fertility clinic, or a boutique family-building consultancy, this Surrogacy Agency Information Request Form helps you deliver personalized, compassionate service at scale—without sacrificing the human touch that makes your work so meaningful.

Get started with Paperform today and turn every information request into the beginning of an extraordinary journey.