Please Note: You will need to have Adobe Acrobat Reader installed on your computer in order to access most of our forms. Download the free software now (available for MAC and PC) if you don't already have it by clicking the button below:
If you prefer, we can send you hardcopies of our forms. Please email your request and include the credit union or employee assistance program who referred you to our site.
Worksheets
Client
Worksheet
To design the most effective plan for becoming debt free, your counselor will
need to know your monthly income and living expenses as well as how much you
owe to each of your creditors. Prior to the session, we suggest you complete
a budget worksheet so the session can be spent analyzing your information.
Money Management Planner
Download our budgeting tool to see if you're right on track or if you'll need to increase your income or decrease your expenses in order to save enough.
Early Delinquency Intervention:
Saving Your Home from Foreclosure
This booklet is designed to provide homeowners with information on how they might avoid losing their homes through the foreclosure process.
Fritter Finder
Ever wonder where all your money goes? For at least one week, track every cent you spend. At the end of the week, you'll see just where those extra dollars could be hiding. In the future, you can use funds you currently fritter away to increase savings, pay off bills or buy something special.
Financial Goals
Deciding on financial goals is important. Complete this worksheet to know what it will take to achieve them in your desired timeframe.
Account Management Online Forms
EDS
Increase Form
Use this form to increase your current EDS Debt Management Plan deposit.
Balance
Update Form
Use this secure form to update the balances of your accounts listed on the
Debt Management Plan (DMP).
Personal
Information Change Form
Use this secure form to update your personal information.
Other Forms
Electronic Deposit Form
EDS is a convenient automatic way to make your monthly DMP deposit. When you sign up for EDS, your monthly deposit to CCCS is automatically debited via electronic transfer from your checking or savings account on the debit date of your choice.
Media Relations Contact Form
CCCS of San Francisco is looking for clients who are willing to be interviewed by the media.
