Client Authorization to Contact Third Parties
Before you call a bank, a prior advisor or an employer, you need the client to say yes. This authorization asks who you may contact, what you may discuss, and for a signature. It does not collect account numbers or routing numbers. Edit the wording, try it, then send a personal link.
Last reviewed October 22, 2026 by FormSign team.
Edit it, try it, then create an account to save and share.
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Questions in this template
You
- Your name (required)
- Email (required)
- Phone (required)
- Matter this covers (required)
Permission
- Who may we contact? (required)Names of people or organizations. Do not include account numbers or routing numbers.
- What may we discuss? (required)Request records · Confirm that an account exists · Discuss status or deadlines · Other
- Anything we should not discuss?
- This permission ends on (required)
Signature
- I authorize you to contact the people named above about this matter. (required)
- Signature (required)
- Date (required)
What is a third-party contact authorization?
A third-party contact authorization is the client's written permission for you to speak with someone else about their matter. It names the people or organizations, the topic, and how long the permission lasts.
When to use it
- When you need records from a prior accountant, bookkeeper or lawyer.
- When a bank, payroll provider or employer will not talk to you without permission.
- When a client wants you to coordinate with another advisor.
- When you want the permission stored with the rest of the engagement.
What to include
Who is giving permission
The client's name, email and phone.
Who you may contact
Names of people or organizations. Not account numbers.
What you may discuss
A short description and a few topics they can tick.
How long it lasts
An end date, so the permission is not open-ended.
A signature and date
The client's signature on the form.
Why FormSign
Send one link per client. Each signed authorization lands as a row on your board, and the starter letter fills a placeholder for every question label. Add your own engagement letter to the same workflow if you also need that signed.
This template is a starting point, not legal advice. What you may share with a third party depends on your engagement and on privacy rules that apply to you.
Questions
Is this a power of attorney?
No. It only records permission to contact the people the client names, about the topics they choose. It does not appoint you to act for them.
Should the client put account numbers on this form?
No. Ask for the name of the organization only. Account numbers, routing numbers and tax IDs do not belong here.
Can I limit what we are allowed to discuss?
Yes. Edit the topic choices, or add a line for topics that are off limits.
Can the client sign online?
Yes. The form includes a signature question, and FormSign can also send a letter built from these answers for e-signature.
Do I need an account to try it?
No. Open it, change the wording and test it. You'll create an account when you want to save it and send it.
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