The records hunt starts before anyone meets you
Many prospective carriers first stall at a records request. You call the office that handled your last pregnancy and learn that your prenatal chart is one file, while your labor, delivery, and postpartum records live separately at the hospital [3]. If you have moved, changed insurance, or delivered at a facility that has since merged or closed, finding both can take longer than the application itself.
Agencies typically review past pregnancy and delivery records early, and they may follow up with requests for additional letters or lab work [4]. To get ahead of this:
- Request records from your OB's office and, separately, from the hospital's health information management department [3].
- Check patient portals, which sometimes hold discharge summaries or delivery notes you can download yourself [3].
- Ask whether older records have been moved to archives, and how long archive retrieval takes [3].
If something is genuinely missing, ask the fertility clinic directly whether a summary or secondary documentation would be acceptable. Requirements vary by clinic, and there is no guaranteed substitute for a lost record [3]. A specific question to the clinic will get you further than general reassurance from someone without authority over the decision.
The clinic visit goes beyond "my pregnancies were easy"
The American Society for Reproductive Medicine (ASRM) is a professional organization that publishes clinical and ethical guidance for reproductive medicine, including recommendations on gestational-carrier screening [1]. Its recommendations are not law; individual clinics and state rules can differ. Ask which standards your clinic actually follows.
Uncomplicated pregnancies matter, but the medical evaluation looks at your current health as well as your history. The visit may include:
- Your history and current health: A medical history, physical examination, and preconception testing are part of ASRM's recommended assessment [1].
- A closer look at your uterus: ASRM recommends a uterine cavity evaluation; the clinic may also check your vitals and do cervical screening if you are due [1][4].
- Infectious disease testing: ASRM recommends testing both the carrier and her partner before embryo transfer [1].
Whose clinic will you actually go to?
There may be more than one office involved. In a typical agency journey, the intended parents' IVF clinic decides whether you're medically cleared and directs the medication and transfer plan; the agency may review your records and coordinate the appointments, but agency approval is not clinic clearance [4][9].
- Before transfer: The IVF clinic handles medical screening and the embryo transfer. Bloodwork and ultrasounds may be arranged at a monitoring clinic closer to your home, even if the transfer requires travel [9]. Ask which visits are local, who books them, and how travel and visit costs are handled.
- Early pregnancy: The IVF team usually oversees monitoring until it releases you to prenatal care [7]. The handoff varies by clinic and pregnancy, so ask when it expects to send your records to your OB [9].
- Routine checkups: Prenatal care generally moves to an obstetrician. That may be your existing OB if they agree to care for a gestational carrier and the arrangement works for everyone; it is not automatically your doctor or one appointed by the agency. ASRM says the choice should ideally be mutually acceptable to you and the intended parents [2][8].
The agency helps with logistics. Your treating clinicians make medical assessments, and you consent to your own care [2][8].
The psychological evaluation is a conversation about real life
Some candidates expect a pass-or-fail test. In practice, ASRM describes an interview with a qualified mental health professional alongside validated psychological testing [1]. The conversation may cover:
- Your reasons and readiness: Why you want to carry, whether you want more children of your own, and what is happening in your life right now [1].
- Your health and support: Prior perinatal mood conditions, how you handle stress, and who you can count on at home [1].
- The difficult possibilities: Your views on pregnancy loss, prenatal testing, selective reduction, and termination [1].
- The relationship: What contact you expect with intended parents and how appointments fit into your work and family life [1].
A history of depression, anxiety, or another mental health condition deserves a candid, individual discussion; it is not something to hide or self-diagnose as a permanent yes or no. ASRM's guidance identifies some unresolved conditions and significant psychiatric histories as potential reasons to decline a candidate, so do not assume every clinic will reach the same decision [1]. If this concerns you, talk it through with your own clinician beforehand. The evaluator needs an accurate picture of your health and support, not a rehearsed answer.
It also helps to think seriously about whether your own family feels complete. One intended parent has described a promising candidate who passed initial clinic screening and later became pregnant with her own child [5]. No evaluation can predict a choice like that. Still, it shows why it is worth asking yourself, before the process begins, how certain you are about your own family plans.
Your partner and kids are part of the picture
If you have a spouse or primary support person, ASRM recommends that they take part in the psychological evaluation [1]. ASRM's ethics guidance also encourages discussing how surrogacy will affect your partner and your children [2].
Make the discussion specific:
- Who can drive you to monitoring appointments or cover school pickup during a transfer week?
- Who could help if you needed more rest or care than expected?
- How will you explain the pregnancy to your children at their age?
One carrier, interviewed by her agency, described her husband attending many appointments and her son and family supporting her through the journey [6]. Your arrangement may look different. The goal is a plan that everyone at home has actually agreed to.
Support does not have to mean enthusiasm for every meeting. Ask the coordinator which screening calls, consultations, and appointments actually require your partner or support person, and which are optional. A supportive but busy or reserved partner should not discover the meeting schedule one invitation at a time.
Alignment, autonomy, and your own lawyer
ASRM's ethics committee states that the gestational carrier is the sole source of consent for her own medical care [2]. Intended parents can share preferences, and alignment on difficult scenarios matters, but they do not make medical decisions about your body. ASRM recommends discussing those preferences before embryo transfer and completing the psychological evaluation before legal counseling and contract signing [1][2].
You should also have independent legal counsel, meaning a lawyer who represents you and not the intended parents [1][2]. Keep in mind that this is professional ethics guidance. The legal framework, including how contracts and parentage work, differs by state [2]. Your attorney is the person who can explain what applies where you live.
Ask that attorney to walk through the draft with you, not just send it over for a signature. The small clauses can change how a journey feels in practice. Check what the contract actually says about:
- Leave and lost wages: If you hoped to stop working at 36 weeks, would that be covered, or does coverage start only when a doctor orders you to stop?
- Your household costs: Are childcare and a support person's days off covered, and when can you use those benefits? If you plan to pump, does the contract cover a breast pump?
- Delivery and recovery: Which hospital is preferred, and which one would you use in an emergency? If you needed a procedure after birth, how would recovery time and related costs be handled?
These are points to discuss, not benefits every contract includes. ACOG recommends talking through foreseeable care scenarios and documenting plans before pregnancy [8]. Some journeys have no major surprises; the point is to understand your own terms before you need them.
If screening pauses
A pause or a "not right now" is not always final. Instead of guessing, ask:
- Which specific finding or document caused the pause?
- Is this the clinic's policy, a professional guideline, or a legal requirement?
- Would additional records, a provider letter, or further testing change the outcome?
- Is there a timeframe after which I could be reevaluated?
- Should I discuss this with my own doctor or therapist before deciding anything?
Clear answers let you decide for yourself whether to pursue another route, wait, or step away.
Five-question takeaway
Do I need records from every pregnancy? Expect to be asked for both prenatal and delivery records, which are often stored in different places [3][4].
Does agency approval mean I'm cleared? No. The intended parents' clinic does its own medical clearance [4].
Will a mental health history disqualify me? It depends on the history and the evaluator's assessment. Ask a qualified clinician rather than guessing [1].
Does my partner need to be involved? ASRM recommends that your partner or primary support person take part in the psychological evaluation [1].
Who makes my medical decisions during the pregnancy? You do [2].
Sources
- https://www.asrm.org/practice-guidance/practice-committee-documents/recommendations-for-practices-using-gestational-carriers-a-committee-opinion-2022
- https://www.asrm.org/practice-guidance/ethics-opinions/consideration-of-the-gestational-carrier-an-ethics-committee-opinion-2023
- https://www.americansurrogacy.com/blog/can-you-become-a-surrogate-if-your-medical-records-are-missing
- https://www.hatch.us/en/blog/surrogate-medical-screening-process
- https://thebiggestask.com/surrogate-screening
- https://www.conceiveabilities.com/about/blog/my-journey-as-a-gestational-surrogate-an-interview-with-gc-angie-starcher
- https://www.pfcla.com/blog/ivf-surrogacy-process
- https://www.acog.org/clinical/clinical-guidance/committee-opinion/articles/2016/03/family-building-through-gestational-surrogacy
- https://www.circlesurrogacy.com/surrogates/our-clinic-partners