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DETROIT AREA AGENCY ON AGING Information & Assistance Prescreening Checklist 2023 2024 Referral AgencyDateContactTelephone (Client Name) D.O.B.AddressTelephone ( NumberStreetCity)ZIP3rd Party ContactAgencyRelationship
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How to fill out 3rd party contact

01
Gather the necessary information of the third party such as name, contact number, and email address.
02
Identify the relationship of the third party to the primary contact.
03
Fill in the designated fields in the contact form with the gathered information.
04
Review the entered information for accuracy.
05
Submit the form once all information is verified.

Who needs 3rd party contact?

01
Individuals or organizations that require assistance or representation in transactions or communications.
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Businesses seeking to establish partnerships or collaborations.
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Clients who may need alternative contacts for support or service issues.
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3rd party contact refers to interactions or communications with individuals or entities that are not directly involved in a transaction, often used for gathering information or validating details.
Individuals or organizations that are involved in reporting financial transactions or compliance matters are typically required to file 3rd party contact.
To fill out 3rd party contact, you need to provide relevant details including the date of contact, the identity of the third party, the nature of the communication, and any important outcomes or follow-up actions.
The purpose of 3rd party contact is to ensure transparency, verify information, and maintain accurate records related to transactions or interactions.
Information that must be reported includes the parties involved, the date of the contact, the method of communication, and key points discussed or agreed upon.
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