DA Referral Form

DA Referral Form

Referral permissions

All referrals must comply with data protection legislation (GDPR) and confidentiality standards. Before making a referral, the referring organisation must:

  • Explain to the client who you are referring them to, why, and what information will be shared.

  • Seek the client’s explicit or implicit authorisation to share their details. Explicit authorisation is preferred (e.g., verbal or written confirmation). Implicit authorisation may be accepted if the client has clearly requested help from our service via your support.

  • Record permissions and authorisation in the client’s case notes or referral form.

  • Only share information necessary and relevant to the referral.


    1 | Permissions Collected by Referrer


    Date of Referral (required)

    Permission to refer your client to Citizens Advice Warrington (required)

    Permission for Citizens Advice Warrington to share information on advice given to client with your referral agency?

    By ticking these boxes, you are confirming you have permission to pass on the personal details of your client and all relevant data to their enquiry.

    Please ensure your client is aware of our privacy policy.


    2 | Referring Agency Details


    Name of Organisation:

    Name of Department/ Organisation:

    Name of Referrer:

    Referrer Role:

    Referrer Contact Number:

    Referrer Email Address:


    3 | Who to Contact


    When you make a referral, we can contact the client directly or they can provide permission to speak to someone else who will act on their behalf.

    Name of person acting for Client

    Relationship to Client

    Contact telephone number

    Contact Email address


    4 | Client Details


    Full Name (required)

    Date of Birth (required)

    Address (required)

    Postcode (required)

    Email address (required)

    Phone Number (required)

    National Insurance Number

    GP Surgery

    Do any of the following apply to your client?

    Ethnicity

    Gender

    Nationality

    First Language


    5 | Household


    Household

    Dependant’s ages

    What are the assessed risk for any dependants?


    6 | Further Information


    Name of AP:

    When are any bail conditions up?

    Are any bail conditions likely to be extended?

    Have the Police been informed?
    If not, what are the reasons for this?

    Which other agencies are involved?

    Have any referral already been made?
    If so, please give full details, contact details and provide a copy of referral if possible.


    7 | Issue


    Details of Issue

    Any urgent deadlines related to the issue

    Support you are requesting from Citizens Advice Warrington


    8 | Support Needs


    Support Needs
    Are there any support needs we need to consider when contacting your client?

    Risk factors
    Are there any risk factors we need to consider when contacting your client?


    9 | Supporting Evidence


    To allow us to quickly advise your client, we will require supporting documents you hold.
    Failure to supply these documents at initial referral will lead to a delay in support for your client.