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Section 504 Plan and Accommodation Documentation Form

Section 504 Plan and Accommodation Documentation Form

Documents a student's Section 504 eligibility, accommodation plan, implementation details, and review schedule to support access under Section 504 and the ADA.

Submission Notice and Privacy Disclosure

  • Purpose of this submission
  • I understand this form collects student PII for official school records and accommodation planning.
  • Consent to document accommodations and share with staff who need the information to implement the plan

Student and Case Identification

  • Student full name
  • Student ID
  • Date of birth
    Collect only if needed to match the student record.
  • School name
  • Case manager or 504 coordinator
  • Meeting date

Eligibility Determination

  • Section 504 eligibility determination
  • Major life activity impacted
  • Summary of substantial limitation
    Describe the functional impact without unnecessary medical detail.
  • Type of supporting information reviewed
  • Is medical information required for this determination?
  • Minimum necessary medical summary
    Use minimum necessary information only.

Accommodation Plan

  • Classroom accommodations
    Enter each accommodation separately so implementation can be tracked clearly.
  • Testing accommodations
  • Behavioral or self-regulation supports
  • Assistive technology needed
  • Assistive technology details

Implementation and Responsibility

  • Implementation start date
  • Staff notification method
  • Responsible parties
  • Implementation notes
    Include any progressive disclosure needed for specific classes, activities, transportation, or extracurricular settings.

Review, Sign-Off, and Audit Trail

  • Review frequency
  • Next review date
  • Parent or guardian acknowledgment
  • Team lead signature
  • Audit trail notes
    Document meeting notes, version changes, and any follow-up actions.
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