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CLIENT CONSENT INFORMATION Please Note: CASES staff may not serve as Substitute Decision Maker for a client who is incapable of making a decision nor take part in discussions concerning consent to
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What is client consent information?
Client consent information refers to the acknowledgment given by a client authorizing the disclosure of certain information.
Who is required to file client consent information?
Financial institutions, service providers, and other entities that handle sensitive client information are required to file client consent information.
How to fill out client consent information?
Client consent information can be filled out by obtaining a signed consent form from the client, detailing the information that will be disclosed and the purpose of the disclosure.
What is the purpose of client consent information?
The purpose of client consent information is to ensure that clients are aware of and authorize the disclosure of their sensitive information to third parties.
What information must be reported on client consent information?
Client consent information must include the client's name, contact information, the information to be disclosed, the purpose of the disclosure, and any relevant dates.
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