Client Preference Form
Please complete a client preference form and submit it to your Account Manager if you would like us to perform any special services.
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Record Order Form
Orders are accepted online, by email, via fax or any other convenient method – use this template if you are unsure of the information you need to supply.
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Medical Authorization
A medical authorization is required for all non-subpoena requests for medical records – it will often significantly decrease retrieval time for subpoena requests as well.
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Additional Forms

VA Medical Authorization
Personnel and Payroll Authorization
Earnings – IRS
Earnings – Social Security
Military Records
Social Security Disability