Consent to Release Information | Terms and Conditions4uplanmanagers2022-05-18T15:20:57+09:30
This form can only be completed by the participant or the authorised account nominee that has been outlined in the 4U Plan Managers service agreement.
This form should only be completed if the participant or the 4U Plan Managers account nominee would like to provide another person access to the participant’s funding information.
When providing someone with consent, please keep in mind they will have full access to the participant’s account and will be able to request the following types of information from 4U Plan Managers:
Details regarding purchases and from what service providers
Copies of processed invoices
Access to funding statements and other funding reports
If the participant is aged 18 or older, they will automatically have consent and authority for their account, even if they did not sign the service agreement and had a representative/nominee complete it on their behalf.
No one will be able to request any information from 4U Plan Managers regarding an account without a consent form completed by the participant or the 4U Plan Managers account nominee.
Should a participant’s circumstances change at any point, it is the participant’s and/or 4U Plan Managers account nominee’s responsibility to contact 4U Plan Managers by emailing firstname.lastname@example.org to add or remove consent as required.
If the participant is aged 18 or older and they should not have access to their 4U Plan Managers account, 4U Plan Managers requires a copy of legal documentation to demonstrate guardianship or relinquishing of decision making.
Should there be a dispute between the participant and the account nominee regarding choice and control of the account, 4U Plan Managers will follow the wishes of the participant unless the legal documentation highlighted above can be produced.
Last updated: 18 May 2022
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