Release of information

Many of your advisors will need written authority to work with you and your other advisors. The release of information is designed to provide them with that authorization so that your advisors can share information, ideas and recommendations gained from the use of the American Dream PlannerTM.

Authorization to release information

Authorization to release information

This is a MS/Word® document that can be edited to type information or can be printed and the information entered by hand.

Other forms are available to the professional advisor at Advisor Materials