Release of Information Form

Authorization to Release Information Form

Use this form to request documents for Third-Parties.
Please complete this form to authorize the release of your financial information. For your convenience, a copy of your tax return is available in your client portal, which you can download and provide to your lender.

Click here to sign into your client portal.

If you request for Sager CPAs & Advisors personnel to gather and deliver documents electronically to your lender through a secure portal, an upfront processing charge of $100 will be assessed. Once this form is signed and received by the firm, you will receive an invoice in your client portal to pay before your request can be processed.
Please select one:
Full Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Financial Institution
Authorized Person

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Requested Documents
*Documents requested are made available in your client portal for your convenience.
Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

Authorization to Release Information Form