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Posted on September 12, 2025

By Dr. Kulsoom Baloch

Intended parent surrogacy checklists for New York.

Great outcomes start with organized checklists. Use these New York‑specific lists to prepare documents, finances, clinical steps, and legal/hospital planning.

Documents Checklist

  • Photo IDs, marriage/partnership documents if applicable.
  • Clinic consents, donor agreements, HIPAA releases.
  • Insurance cards and carrier letters re: exclusions.
  • Court forms/templates for parentage; hospital letters.

Financials & Escrow Checklist

  • Line‑item budget with base + scenario columns.
  • Independent escrow agreement and statement schedule.
  • Policy riders and deductibles documented.
  • Refund/credit policies from agency/clinic.

Clinical Readiness Checklist

  • Embryo inventory with thaw dates and grades.
  • PGT‑A results if applicable; lab certificates.
  • Medication calendar synchronized with work/travel.
  • OB hand‑off plan post‑confirmation of pregnancy.

Legal & Hospital Planning Checklist

  • Independent counsel retained for all parties.
  • County‑specific timeline for pre‑birth order.
  • Hospital L&D contact and discharge procedure noted.
  • Newborn insurance and pediatric appointment scheduled.

Organized documentation system for NY surrogacy

Case Study

Two IPs followed the checklists and opened escrow before contracting. Their parentage filings and hospital letters were ready six weeks before the due date—discharge and newborn insurance activation were seamless.

Testimonials

  • “The checklists kept our whole team aligned.” — B.&N., Westchester
  • “Our hospital knew exactly what to do on delivery day.” — F.&E., Brooklyn
  • “Escrow statements matched our budget to the dollar.” — C.&Z., NYC

Internal Linking Suggestions

Find a Surrogate in the USA

Find a Surrogate in Canada

Become a Surrogate

Egg Donor Options in the USA

Indian Egg Donors

Patients Medical – Wellness & Fertility

FAQs

Q. When should I set up escrow?

Ans : Before contracts are signed so payments can be milestone‑based from day one.

Q. How early should we contact the hospital?

Ans : Brief L&D as soon as your attorney is preparing filings—often in the late second or early third trimester.

Q. Do I need to share my court documents with the hospital?

Ans : Yes, share drafts and contact details so staff are familiar with your case before delivery.

Dr. Kulsoom Baloch

Dr. Kulsoom Baloch is a dedicated donor coordinator at Egg Donors, leveraging her extensive background in medicine and public health. She holds an MBBS from Ziauddin University, Pakistan, and an MPH from Hofstra University, New York. With three years of clinical experience at prominent hospitals in Karachi, Pakistan, Dr. Baloch has honed her skills in patient care and medical research.