Your requirements appear fairly simple, though it's not clear what you mean by 'notes', 'only the ones required are shown' or 'multiple entries required'. You could use either dropdown content controls or dropdown formfields. For what you've specified, there is no need for a userform. How complex the document becomes depends on your clarification of the identified issues.
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Cheers,
Paul Edstein
[Fmr MS MVP - Word]
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