Release information forms 2026

1. Click ‘Get Form’ to open the release information form in the editor.
2. Begin by entering the customer-owner’s name and case number at the top of the form. This identifies whose information is being released.
3. In the core elements section, check off each item as you confirm its presence on the authorization form. Ensure that the names of both the releasing organization and receiving party are clearly stated.
4. Specify what type of information is being released, including any relevant dates or types of records. Be precise about whether it includes entire records or specific time frames.
5. Indicate the purpose for releasing this information, such as for personal reasons or legal matters.
6. Set an expiration date or event for when this authorization will no longer be valid.
7. Ensure that a signature is provided by either the customer-owner or an authorized representative, along with their relationship to the owner.
8. Review all statements regarding rights and revocation carefully before finalizing your submission.

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