Release Of Records Request Form for the United States

Release Of Records Request Form Template for United States

A Release of Records Request Form is a legal document used in the United States to formally request access to specific records or information held by an organization or institution. The document complies with federal regulations including HIPAA, FERPA, and the Privacy Act of 1974, as well as applicable state laws. It serves as both a request mechanism and an authorization tool, ensuring proper documentation of consent for release of protected information.

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What is a Release Of Records Request Form?

The Release of Records Request Form is essential for accessing personal, medical, educational, or other protected records in the United States. This document is required by federal and state regulations to ensure proper authorization and maintain privacy protections. The form typically includes detailed information about the requestor, specific records being requested, time period covered, and authorization parameters. It's particularly important in healthcare settings where HIPAA compliance is mandatory, but also applies across various sectors including education, government, and financial services. The form serves as documentation of proper authorization and helps organizations maintain compliance with privacy laws while fulfilling record requests.

What sections should be included in a Release Of Records Request Form?

1. Requestor Information: Full identification and contact details of the person requesting records, including legal authority to request if different from subject

2. Subject Information: Full identification details of the person whose records are being requested (if different from requestor)

3. Records Holder Information: Details of the organization/entity currently holding the requested records

4. Records Details: Specific description of records being requested, including type and date range

5. Authorization Statement: Clear statement of permission to release records, including duration of authorization and right to revoke

6. Privacy Notice: Standard privacy notice explaining how information will be used and individual rights

7. Signature Block: Space for signature, date, and witness signatures if required

What sections are optional to include in a Release Of Records Request Form?

1. Purpose of Request: Section detailing why records are being requested (required for medical records, optional for others)

2. Fee Acknowledgment: Section acknowledging any fees associated with the records request and payment terms

3. Delivery Instructions: Specific requirements for how and where records should be delivered

4. Third Party Authorization: Authorization for specific third parties to receive the records

What schedules should be included in a Release Of Records Request Form?

1. Identity Verification Documents: Attached copies of required identification documents

2. Fee Schedule: Detailed breakdown of any applicable fees for different types of records or delivery methods

3. Authorization Documentation: Additional documentation proving right to access records (power of attorney, court orders, etc.)

4. Records Specification List: Detailed list of specific records being requested if too extensive for main form

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

United States

Publisher

Genie AI

Cost

Free to use
Relevant legal definitions
Industries

HIPAA Compliance: Health Insurance Portability and Accountability Act requirements for medical records, including Privacy Rule, Security Rule compliance, and patient rights regarding access to health information

FERPA Compliance: Family Educational Rights and Privacy Act requirements for educational records, including student privacy rights and parent/guardian access rights

Privacy Act of 1974: Federal regulations for agency records, including personal information protection and individual access rights

State Privacy Laws: State-specific privacy regulations that may include additional requirements, different retention periods, and specific consent requirements

GDPR Considerations: International data protection requirements if records might involve EU residents, including data transfer requirements

Industry-Specific Regulations: Specialized regulations such as Gramm-Leach-Bliley Act for financial records, labor laws for employment records, and Fair Credit Reporting Act for consumer reports

Requesting Party Identification: Clear identification requirements for the party requesting records

Records Description: Specific description of the records being requested including type and scope

Request Purpose: Clear statement of the purpose for requesting the records

Time Period Specification: Specific time period for which records are being requested

Authorization Expiration: Clear expiration date for the records request authorization

Revocation Rights: Statement of rights regarding revoking the records request authorization

Privacy Notices: Required privacy notices and disclaimers regarding the use and protection of requested records

Authentication Requirements: Specific requirements for authenticating the identity of the requesting party

Records Delivery Format: Specification of how the records will be delivered (electronic, paper, etc.)

Fee Structure: Clear outline of any associated fees for requesting and receiving records

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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