Get Consent To Release Or Verify Client Information - Lpl Financial

Filling out the Consent To Release Or Verify Client Information form is a crucial step for providing LPL Financial with the authorization to share your personal information with third parties. This guide will help you navigate each section of the form effectively and ensure a smooth process.

Follow the steps to fill out the form accurately and efficiently.

1. To start, click the ‘Get Form’ button to retrieve the consent form and open it for editing.
2. Begin by entering your account holder information. Fill out the required fields including your account number(s) and account name(s). If you have multiple accounts, ensure each is listed accurately.
3. In the authorization section, indicate which specific information you allow LPL to disclose. You can select from account balances, distributions, market value, statements, tax reports, or year-to-date interest and dividends. Be sure to specify any special instructions if applicable.
4. Provide details about the third party to whom information will be disclosed. Fill in the firm's name, telephone number, address, fax number, and any attention details needed for the recipient.
5. Next, specify the expiration of your permission. You can either choose a specific expiration date or select 'No Expiration'. If selecting a specific date, ensure it follows the MM/DD/YYYY format.
6. Finally, you will need to sign the form. Include your signature, printed name, and the date signed. If there are multiple account holders, each will need to provide their signature and printed name along with the date.
7. Once you have completed all sections and verified the accuracy of your information, you can save any changes made to the form. You may also choose to download, print, or share the completed form as necessary.

Complete your documents online today to streamline your information-sharing process.