Thanks - that helped me on my journey  :)

I added the entry to the Record_Type field on CHG:Infrastructure Change form
with  an ID that coincided to the selection code I had assigned in
SYS:Request Types. It then let me select if, but the search button did not
work. I realized there was an active link (not sure where this came from - a
consultant may have half-way done this customization at some point) that was
not running because it was looking for a selection code that was different.
Once I updated the active link everything appears to work.

So I guess from my experience, if you want to add a custom form to the
relationship tab, you must do the following (correct me if I am wrong):

Add an entry to SYS:Request Types and assign a unique selection code.

Add an entry to SYS:Request Type Associations to associate the Request Type
to the CHG:Infrastructure form.

Modify the CHG:Infrastructure form by adding the drop-down selection to the
hidden Record_Type field - the ID here needs to match the selection code on
the Request Type record.

Create an active link for the Search button (mine was
SAGE:INT:CHGTMS:CRQ:SearchAssociation_SAR SHD) that runs if the
Infrastructure ID is not NULL and the Record_Type = selection code. This
active link opens a search window for the form I wish to create the
relationship with.
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