Authorization to Disclose Financial Records


Overview
- This authorization will enable you to obtain your spouse's financial records directly from a financial institution or other appropriate source.
- It is very important to obtain accurate financial information directly from your spouse's bank, financial or investment institution or other appropriate entity, utilizing this completed authorization form.  
- Most people find that they are not nearly as assured of receiving accurate information regarding their spouse's financial position unless they receive such information directly from the financial and other institutions or other locations of  your spouse's financial and related assets.

When You Need It
- When you need to obtain financial information directly from a financial institution or other appropriate source to ensure accurate information about a spouse's assets.
- This authorization form should be given to your attorney.


Getting Started

You will need:
- The name and address of the financial institution from which you are requesting the records.
- Your spouse's name, social security number, and date of birth.
- Your attorney's name and address.

When to Review and Revise 
- To correct information contained in the authorization.
- To request information from other financial institutions.