Trip AgencyForms

Visa assistance request form: route the request, keep documents out

A visa assistance request form records the traveler's contact details, the destination and the dates, so your agency can pass the request to the right person. It does not decide whether a trip needs a visa, and it cannot receive documents. Keep passport numbers, application numbers and card details out of the form, and send any document request through the process your agency already runs.

Words for the respondent

Explain what the request does and does not do

Introduction

Share where you are going and when. Your agency reviews the request and tells you what it needs next. This form does not take documents or payments.

Confirmation

Thank you. We have your request. Your agency will reply through the channel you chose. Please do not send passport numbers or card details by email or in this form.

Destination country

Enter the country only. Your agency checks what that destination requires.

Number of travelers

Count each person who needs their own record, not each person on the trip.

Notes for your agency

Ask questions here. Do not include passport or application numbers.

Questions to leave out

Details this request form should never collect

What is your passport number?

Passport numbers do not belong in a request record. Your agency collects document details through its own process, once it has a reason to.

What is your visa application or reference number?

Application numbers identify an account. Keep them out of the form and out of email, and follow the sharing route your agency gives you.

Can you send a photo or scan of your passport here?

This form has no document upload, and scans sent through a general form are hard to control. Ask for documents only when your agency's process needs them, and send them that way.

What bank or card details should we hold for fees?

The form does not take money, and bank or card details do not belong in a request record. Fees are settled through your agency's own process.

Have you ever been refused entry or had a criminal record?

A request form is the wrong place for sensitive history. If a destination's process asks about it, your agency should explain that process directly and let the traveler answer in their own words.

What is your nationality?

Ask for it only when your agency's process needs it for a specific destination, and explain the reason in the form. This guide does not say which nationalities need which visas.

Field blueprint

Fields that route the request to the right person

FieldTypeRequiredWhy you ask it

Full name as your agency records it

Short textRequired

Helps your agency find the client file for this request. Use the name your agency uses on bookings.

Email address

EmailRequired

Where your agency sends its reply and the next steps for the request.

Phone number

Include the country code.

PhoneOptional

Lets your agency call about timing. It is not a way to collect documents.

Destination country

Short textRequired

The country the trip is to. Your agency checks that destination's requirements. This form does not.

Number of travelers

NumberRequired

Each traveler should have their own record, so the count shows how many records your agency opens.

Planned departure date

DateOptional

Helps your agency plan the timing. Processing times are checked by your agency, not by this form.

Planned return date

DateOptional

Shows how long the trip is, so your agency can check the dates it has been given.

Trip type

Tourism or visiting familyBusinessStudy or trainingOther
Single choiceOptional

Lets your agency send the request to the team that handles that kind of trip. Your agency sets these options.

Has your agency sent a checklist for this destination?

YesNo, not yet
Single choiceOptional

Shows whether the traveler has the list your agency sent, so the next step is clear.

Notes for your agency

Ask questions here. Send documents only through the process your agency gives you.

Long textOptional

Captures questions about the trip. Document and account numbers do not belong here.

Preferred way to hear back

EmailPhone call
Single choiceOptional

Sets the first reply route, so your agency does not call someone who prefers email.

Try it

Preview the request before you share the link

Preview · not a real form

Include the country code.

Trip type
Has your agency sent a checklist for this destination?

Ask questions here. Send documents only through the process your agency gives you.

Preferred way to hear back
After a response arrives

Route the request without deciding the outcome

  1. Send it to staff who handle that destination

    Only people trained on your destinations should review a request. The form records what the traveler asked for, and it does not decide what the traveler needs.

  2. Ask for documents through your own process

    If your agency needs documents, send the traveler the list and the route your agency uses. Keep copies of documents out of the grid and out of the notes field.

  3. Read submissions in the grid, and call for a close departure

    The grid shows each submission, and CSV export covers any set you need to share internally. Processing runs on an hourly production schedule, so phone the traveler if a departure is near.

Mistakes to avoid

Mistakes that turn a routing form into a document store

Treating the form as the visa decision

The answers help your agency route a request. Whether a trip needs a visa, and what the destination requires, comes from the official rules and your agency's own review.

Collecting documents through the notes box

Notes boxes end up holding passport pages, photos and account numbers. Say what documents you need and how to send them, and keep the box for questions.

Asking for a date before the destination

A departure date means little without the destination country. Ask for the country first, then the dates.

Promising an outcome in the confirmation

Do not tell a traveler that their request will be approved. Describe the next step your agency takes, and leave outcomes to the official process.

Frequently asked questions

Does this form tell me whether I need a visa?

No. The form collects your request and the details your agency needs to route it. It does not say whether a trip needs a visa, which documents a destination requires or how long a process takes. Check those with the official embassy or consulate and with your agency.

Can I upload my passport or other documents to this form?

No. The form cannot receive uploads. Your agency will tell you how it wants documents shared, and that route is separate from the request.

Is there a visa assistance request form template?

Keep only the routing fields: name, contact, destination country, dates, number of travelers and trip type. A copy that also asks for passport or application numbers creates the record this form is built to avoid, so leave those lines out of any version you make.

Should a first request ask for a passport number?

No. Passport numbers do not belong in a first request, and a request form is not the right place to hold them. Collect them later, through the process your agency uses for documents.

What if a traveler does not know their trip details yet?

Leave the field blank and let your agency take the answer on the call. The destination country is the minimum your agency needs to route the request, so ask for it even when the dates are open.

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