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This document outlines the policies and procedures for accessing biographical and gift/pledge information in the Case Western Reserve University Advancement Services database, aimed at supporting
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How to fill out Case Western Reserve University Advancement Services System Records Information Release Policy Statement

01
Obtain a copy of the Case Western Reserve University Advancement Services System Records Information Release Policy Statement.
02
Read through the document carefully to understand its purpose and requirements.
03
Identify the specific information or records you wish to access or release.
04
Fill out any required personal information, such as your name, contact information, and relationship to the records.
05
Indicate your reason for requesting access to or releasing information, ensuring it complies with the policy guidelines.
06
Sign and date the form to confirm your request.
07
Submit the completed form to the designated office or contact specified in the policy statement.

Who needs Case Western Reserve University Advancement Services System Records Information Release Policy Statement?

01
Students who want access to their educational records.
02
Alumni seeking information about their donations or contributions.
03
Faculty and staff looking to review their employment records.
04
Individuals requesting records on behalf of others with authorized consent.
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The Case Western Reserve University Advancement Services System Records Information Release Policy Statement is a directive that outlines the protocols for the disclosure of information contained within the university's advancement services records, ensuring compliance with legal and ethical standards.
Individuals or departments within Case Western Reserve University that seek to access or release records from the Advancement Services System are required to file the policy statement.
To fill out the policy statement, individuals must complete the designated form, providing necessary details such as the purpose of the request, the specific information being requested, and any relevant dates, while also obtaining the appropriate signatures.
The purpose of the policy statement is to ensure that the release of information is managed appropriately, protecting the privacy of individuals and maintaining the integrity of the university's records while complying with applicable laws.
The policy statement must report information such as the requestor's identification, the nature of the records requested, the reason for the request, and any relevant timeline for the need of the information.
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