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🏦 11.2 Protocols for Requests from Third Parties

Christopher Calkins Jr. avatar
Written by Christopher Calkins Jr.
Updated over a year ago

Managing Third-Party Requests Securely πŸ”’

  • πŸ“ Explanation of the protocol for handling information requests from third parties like insurance agents, bankers, and lenders.

  • πŸ“„ Importance of the authorization form: A guide on how to complete and submit it to ensure privacy and compliance.

  • πŸ’¬ Best practices for clients to follow when receiving such requests, emphasizing the need for verification and security.

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