Authorization to Release Client Information

We are providing the following form for your use should you want to provide LifePlan Group the authority to discuss your financial situation with a person of your choosing, in your absence.

You are able to submit your authorization for us to share your information with another individual(s) electronically using Docusign, a secure online document portal. Docusign is widely used among many different industries, you may have used it previously. It is encrypted and follows the most rigorous security standards in the world. To read more about their security standards, please click here to go to their website directly.

Click here to submit your authorization