Privacy Waiver – “Authorization to Disclose Customer Information” Best practice alert!
Include 3-4 blank copies of this form to assist you in gathering trusted professionals in your clients’ lives. This form allows you to send client information to a CPA for tax purposes; or an estate planning attorney to update the client’s will or trust. Note: advisor can act as a witness. For a copy, navigate to QuikForms on v2020.com and search “privacy.” Be sure to keep a copy in your client file.