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Checklists & Templates Reviewed Jun 8, 2026 3 min read
Checklists & Templates

Donor/Surrogate Application

A donor or surrogate application works best when it is accurate, complete, and realistic. The goal is not to make every candidate look perfect. The goal is...

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A donor or surrogate application works best when it is accurate, complete, and realistic. The goal is not to make every candidate look perfect. The goal is to help the team understand whether the path is safe, workable, and worth moving forward for the candidate, intended parents, clinic, and legal team.

Before you start

Set aside time when you can answer carefully. Have basic medical history, pregnancy history, medication history, insurance information, schedule limits, travel limits, and emergency contact details nearby. If you are applying as a surrogate, gather pregnancy and delivery information. If you are applying as an egg donor, gather menstrual cycle, contraception, medical, and family-history details.

Honest answers help the review move faster.

Surrogate application checklist

Prepare to answer questions about prior pregnancies, delivery method, pregnancy complications, BMI or health criteria, medications, substance use, mental-health history, support system, transportation, childcare, work schedule, insurance, state of residence, willingness to travel, and communication preferences.

ASRM guidance for gestational carriers includes medical, obstetric, psychological, counseling, and legal review. The application is only the first step; it is not medical clearance.

Egg donor application checklist

Prepare to answer questions about age, health, reproductive history, contraception, medications, family medical history, genetic history, education, interests, appearance, travel availability, schedule flexibility, and comfort with screening and retrieval. ASRM gamete donation guidance discusses donor history, infectious-disease testing, genetic risk assessment, counseling, and recipient considerations.

If you are unsure whether a detail matters, include it or ask.

Photos and profile information

Use current, clear photos and accurate profile details. Intended parents may review profile information later, but profile appeal should not come before safety, consent, and accuracy. Do not edit your application to hide medical or scheduling issues.

Schedule and logistics

Be specific about work, school, childcare, transportation, travel limits, upcoming moves, and blackout dates. A candidate who explains constraints early is easier to support than a candidate who tries to force a schedule that will not work.

What not to do

Do not guess about medical history, omit prior complications, hide medications, use someone else's photos, exaggerate availability, or answer based on what you think the agency wants to hear. Missing facts usually appear later and can delay or stop the process.

After submitting

Keep your phone and email current, watch for requests, and save documents in one place. If your health, insurance, address, schedule, pregnancy status, or medications change, update the team quickly. The application is a living starting point until screening confirms whether the path can proceed.

Review before submitting

Before you submit, reread the application from the coordinator's perspective. Can the team tell who you are, which role you want, whether your schedule is workable, which records may be needed, and whether any safety or timing question should be escalated? If not, add context. A careful application is not longer for its own sake; it reduces follow-up loops and avoids preventable confusion.

Next steps

This checklist is educational information only and is not medical or legal advice. The agency, clinic, and relevant professionals decide which application details affect eligibility or timing.

Decision context

How to use this checklist or template

Use this checklists & templates item as a planning aid, then confirm the final steps with the agency, clinic, attorney, or financial reviewer assigned to your case.

  1. Step 1

    Turn the answer into a short list of documents, deadlines, questions, and owner names before your next call.

  2. Step 2

    Link the checklist back to the role path that matches your journey so it does not become generic busywork.

  3. Step 3

    Ask for a review when a checklist item changes legal, medical, insurance, compensation, or travel timing.

When to ask the care team

Ask the care team to review this topic if a checklist item affects documents, timing, eligibility, clinic appointments, legal review, or reimbursement handling.