A HIPAA authorization is a vital estate planning document that allows designated individuals to obtain protected health information when needed. In Livermore and throughout Alameda County, many families include a HIPAA authorization alongside a living trust, advance health care directive, and power of attorney to ensure caregivers and loved ones can quickly access medical records. Preparing a clear authorization reduces delays in medical decision-making, supports continuity of care, and helps avoid conflicts among family members. This page explains how a properly drafted authorization works, who can be named, and how it fits with related documents like a HIPAA form, pour-over will, and guardianship nominations.
When planning for incapacity or end-of-life care, a HIPAA authorization complements other estate planning tools such as a revocable living trust, financial power of attorney, and advance health care directive. In practice, the authorization allows your designated representative to communicate with health care providers, obtain medical records, and make informed decisions consistent with your wishes. Including this document with your trust and will package avoids unnecessary roadblocks when accessing information that medical providers may otherwise withhold. This overview is designed to help Livermore residents understand why this authorization matters, how it should be executed, and how it coordinates with your broader estate planning documents.
A HIPAA authorization provides legal permission for specific people to access your protected health information when you cannot or prefer them to manage communications with healthcare professionals. This access streamlines medical care coordination, helps family members advocate effectively, and supports timely decision-making in urgent situations. For residents of Alameda County, having the authorization included with an estate planning portfolio reduces administrative friction and prevents privacy-related delays. It also gives you control over who sees sensitive records and for how long. Properly tailored language aligns the authorization with your other documents so that your health care representative and financial agent can act without unnecessary obstacles.
The Law Offices of Robert P. Bergman provides estate planning services to families across San Jose, Livermore, and surrounding California communities. Our approach emphasizes practical planning, clear communication, and thorough documentation so clients feel prepared for medical and financial contingencies. We draft HIPAA authorizations that integrate smoothly with revocable living trusts, advance health care directives, and powers of attorney. By focusing on durable, readable language and careful execution, the firm helps reduce confusion when records are needed. Prospective clients can call the office at 408-528-2827 to discuss how a HIPAA authorization fits into their overall estate plan and to arrange a consultation.
A HIPAA authorization is distinct from a health care proxy or advance directive in that it specifically grants permission to access medical records and protected health information. The authorization can be limited by scope, timeframe, or specific providers, allowing you to control who receives information and how it is used. In estate planning, the authorization usually accompanies documents like a living trust or power of attorney so that agents named there can effectively manage health-related matters. For families in Livermore, this means smoother interactions with hospitals, clinics, and insurers when records are necessary to make care decisions or manage billing issues.
HIPAA rules protect patient privacy but still allow individuals to designate trusted representatives to receive health information when authorized. The document must be signed and typically includes details describing the information to be disclosed, the people who may receive it, and the duration of authority. When properly drafted, it removes obstacles that might otherwise prevent a spouse, adult child, or appointed agent from obtaining necessary medical details in critical moments. Including this document as part of a complete estate plan provides clarity for healthcare providers and peace of mind for families planning for incapacity or ongoing medical care.
A HIPAA authorization is a signed document that allows designated individuals to receive or discuss an individual’s protected health information with medical providers. It can be tailored to permit access to specific records, such as hospital charts, test results, or mental health notes, and can include time limits or broad permissions depending on your needs. The authorization must generally include identifying information for the patient and authorized parties as well as a clear description of the information to be released. When combined with your health care directive and power of attorney, it helps ensure that those making health decisions have the necessary information to act in accordance with your wishes.
Effective HIPAA authorizations include precise names of authorized individuals, specific categories of medical information permitted for disclosure, and an explicit expiration date or triggering event. Execution typically requires a patient signature and date, and in some cases a witness or notarization for added clarity. From a practical standpoint, once signed, copies should be provided to primary care physicians, hospitals, and any long-term care facility that may need to release information. Keeping a record with other estate planning documents—such as a revocable living trust or pour-over will—ensures your health care agents can quickly produce the authorization when needed.
Understanding the terminology used in HIPAA authorizations helps you make informed choices when naming agents and defining permissions. Terms commonly encountered include protected health information, covered entity, designated representative, revocation, and scope of disclosure. Knowing what each term means clarifies the reach of your authorization and how it interacts with other documents like advance health care directives and powers of attorney. Reviewing these definitions before signing helps avoid ambiguity and ensures your named representatives have the legal authority they need to access records and effectively support your health care decisions.
Protected Health Information, or PHI, includes individual medical records and identifiable health information maintained by healthcare providers, insurers, and related entities. PHI can cover diagnoses, treatment histories, laboratory results, medication lists, and billing information when tied to an identifiable person. A HIPAA authorization identifies which PHI may be released to the persons named on the form. By specifying the types of records and timeframe covered, you can control which aspects of your medical history are accessible, helping balance privacy concerns with the need for family members or agents to obtain essential information during care transitions or emergencies.
A designated representative is the person or persons you name to receive or discuss your PHI under a HIPAA authorization. This can include family members, close friends, attorneys, or health care agents named in related estate planning documents. Choosing a designated representative involves considering trust, availability, and ability to communicate with medical staff. The authorization should clearly list names, relationships, and contact information so providers can reliably verify authorization. In some cases, you might name alternates to ensure access if the primary representative is unavailable, maintaining continuity of information flow during critical moments.
The scope of disclosure defines what types of medical information a HIPAA authorization permits to be released. It can be narrowly tailored—such as records from a single hospital admission—or broad, covering all past and future medical records. Defining the scope carefully helps manage privacy while ensuring authorized persons have the information necessary for decision-making. Consider whether sensitive categories like mental health, substance use, or genetic testing should be included or expressly excluded. Clear scope language avoids disputes with providers and ensures your intent is honored when records are requested.
A HIPAA authorization should state its duration and how it can be revoked. Typically, you can revoke authorization at any time by submitting a written revocation to your healthcare provider, though revocation does not affect disclosures made before the provider received notice. The form can include an expiration date or specify a triggering event, such as the termination of an agent’s authority under a power of attorney. Including clear revocation procedures helps family members and providers understand when access ends and preserves your control over future disclosures.
When planning HIPAA authorizations, individuals often weigh a limited approach against a comprehensive authorization. A limited authorization narrows access by provider, date range, or type of records, which can offer greater privacy but may create obstacles if additional records are unexpectedly needed. A comprehensive authorization grants broader access, simplifying communication for agents but requiring careful selection of trusted representatives. The right choice depends on your privacy preferences, family dynamics, and medical needs. Discussing options with knowledgeable counsel helps align the authorization with your overall estate planning goals, including how it coordinates with a trust, pour-over will, or guardianship nominations.
A limited HIPAA authorization is often suitable when you want to protect particularly sensitive medical information or restrict access to specific episodes of care. For instance, if you prefer only your primary care physician to share records with a family member for a single hospitalization, a narrowly drawn authorization can accomplish that without granting long-term access. This approach is also useful when family relationships are complex or when only limited cooperation is expected. Carefully worded limitations preserve privacy while still allowing necessary information to be shared for a defined purpose.
Limited authorizations are beneficial for short-term needs such as managing a specific medical claim, obtaining records for a second opinion, or handling a one-time procedure. These targeted permissions reduce the exposure of unrelated health information and can be tailored to expire after the transaction concludes. When planning for occasional access rather than ongoing medical decision support, a narrow authorization helps maintain oversight and control. Including clear expiration and scope terms prevents misunderstandings and lets you grant permission without broadly expanding access to your medical history.
A comprehensive authorization is typically preferable when ongoing access to medical information is necessary for long-term care management or chronic conditions. Caregivers, family members, or agents may need complete health records to coordinate treatments, manage medications, and communicate effectively with multiple providers. Broader access prevents repetitive requests and speeds decision-making during transitions between hospitals, specialists, and long-term care facilities. Pairing a broad authorization with an advance health care directive and financial power of attorney ensures that your medical and financial affairs are managed consistently and without unnecessary delay.
A wide-ranging HIPAA authorization streamlines interactions across different healthcare systems by reducing the need for repeated verifications and multiple forms. When a trusted agent can present a single, clear authorization accepted by providers, it accelerates access to records and supports coordinated care. This is especially helpful for families who live across counties or states but need a central point of contact. A comprehensive approach reduces administrative friction and allows healthcare professionals to focus on treatment rather than paperwork, while still respecting your choices about who receives your information.
A comprehensive HIPAA authorization enhances readiness in unforeseen medical situations by ensuring designated representatives can obtain full medical records promptly. This readiness helps avoid delays in treatment decisions, supports accurate care coordination, and reduces stress for families navigating hospital stays or complex treatment regimens. Combining the authorization with other estate planning documents like a revocable living trust, advance directive, and financial power of attorney creates a cohesive packet that providers and institutions can reference easily. The result is more seamless management of both health and administrative tasks when time and clarity matter most.
Another benefit of a broader authorization is continuity of care. When an agent has ongoing access to a complete medical history, they can relay consistent information between specialists, avoid repeated testing, and monitor treatment effectiveness. This continuous access can also assist with insurance claims and appeals by providing the documentation insurers often request. For clients in Livermore and Alameda County, a thoughtfully drafted, comprehensive authorization reduces the risk of fragmented care, supports efficient administrative handling, and gives family members a clearer path to act on behalf of the patient when necessary.
When a designated representative has broad authorization, medical providers can release records more quickly, which minimizes administrative delays that can interfere with treatment decisions. In emergency situations or during care transitions, timely access to health histories, allergies, medication lists, and prior test results can make a meaningful difference in outcomes. By reducing the need for repeated requests and additional consent forms, comprehensive access helps caregivers and agents act decisively and in your best interest. It is important, however, to select trusted individuals and include clear terms in the authorization to preserve control over your personal information.
A comprehensive authorization supports better coordination among primary care physicians, specialists, hospitals, and long-term care facilities by enabling a single agent to collect and share relevant records. This coordination reduces repetition in testing, clarifies treatment histories, and helps reconcile medication regimens across multiple providers. Having one authorized contact simplifies communication and often leads to clearer care plans. For families managing complex or chronic health needs, this cohesion can improve overall treatment continuity and reduce the emotional burden of repeatedly explaining medical histories to different clinicians.
Store copies of your HIPAA authorization with other core estate planning documents such as your revocable living trust, pour-over will, financial power of attorney, and advance health care directive. Having a consolidated packet makes it easier for agents and family members to present the authorization to healthcare providers when needed. Consider providing a dated copy to your primary care physician, any specialists you see regularly, and to the agent named on the form. A clear, accessible record reduces confusion and ensures that authorized representatives can quickly verify their permission to receive medical information.
Select representatives who are not only trustworthy but also able to communicate clearly with medical staff and handle sensitive information responsibly. Consider naming alternates in case the primary designee is unavailable. Provide contact details and explain your preferences to the people you name so they understand their role. Discussing expectations in advance can prevent misunderstandings during stressful times. Additionally, review and update your authorization whenever major life changes occur, such as relocation, changes in family structure, or evolving medical needs.
Including a HIPAA authorization in your estate planning offers practical advantages for people at all stages of life. It prepares you for medical emergencies, supports continuity of care in the event of incapacity, and ensures your designated representatives can obtain information needed to make informed decisions. For families in Alameda County, the authorization also reduces delays when transferring records between local hospitals, clinics, and specialists. Having a clear, signed authorization avoids privacy-related refusals and helps agents coordinate treatment, billing, and insurance matters on your behalf without unnecessary obstacles.
Beyond emergencies, a HIPAA authorization is useful for planned care coordination such as consultations with specialists, second opinions, and long-term treatment plans. It complements other estate planning instruments like living trusts, financial powers of attorney, and advance health care directives so that your medical and financial affairs are managed in a consistent way. Taking proactive steps to draft and distribute the authorization can save time and emotional strain for loved ones tasked with navigating healthcare systems. Regularly reviewing the form ensures it remains aligned with your current wishes and relationships.
Common circumstances that make a HIPAA authorization essential include hospital admissions, extended rehabilitation stays, complex chronic care management, insurance disputes that require records, and evaluations by multiple specialists. It is also important when individuals become temporarily or permanently incapacitated and cannot provide verbal consent. In these scenarios, the authorization enables your appointed representative to obtain records, coordinate treatment, and communicate with providers. Anticipating these potential needs and executing a clear authorization ahead of time eases transitions and supports informed decision-making when prompt access to information is required.
An unexpected hospitalization is a common scenario where a HIPAA authorization proves invaluable. When a patient is unable to communicate, authorized representatives need access to current medication lists, allergy information, and recent diagnostic results to support immediate medical care. Without a signed authorization, providers may be restricted from sharing details, causing delays. Preparing the authorization in advance avoids such hurdles, enabling family members to collaborate with hospital staff and ensure that treatments align with the patient’s medical history and documented preferences.
For those facing long-term care or chronic illness, a HIPAA authorization helps designated caregivers stay informed about changes in treatment plans, test results, and specialist recommendations. Continuous access to medical records supports medication management, helps prevent conflicting treatments, and assists with coordinating multiple providers. Providing a comprehensive authorization at the outset saves time and frustration for both caregivers and medical teams, ensuring that the individual’s care is coherent and responsive to evolving needs over months or years.
HIPAA authorizations can be essential when pursuing insurance claims, appeals, or handling administrative tasks that require substantiating medical conditions. Authorized agents can request and obtain necessary records to support claims, provide documentation to insurers, and follow up on billing questions. This access can expedite appeals and reduce the burden on patients who may be recovering or otherwise unable to manage paperwork. Clear authorization language makes it easier for insurers and providers to process requests efficiently and helps ensure timely resolution of administrative matters.
The Law Offices of Robert P. Bergman assists Livermore residents with drafting HIPAA authorizations that work in tandem with living trusts, advance health care directives, financial powers of attorney, and other estate planning documents. Our goal is to provide clear, enforceable authorizations that healthcare providers will accept and that reflect client preferences. We guide clients through naming representatives, defining scope and duration, and distributing copies to relevant providers. If you want to ensure your chosen representatives can access necessary medical information when called upon, we can prepare the documents and explain steps for safe storage and sharing.
Clients work with the Law Offices of Robert P. Bergman because the firm delivers practical estate planning solutions tailored to California law and local healthcare practices. We focus on drafting clear HIPAA authorizations that integrate with revocable living trusts, pour-over wills, and advance directives so your representatives can act efficiently. The firm emphasizes accessible language and proper execution, reducing the chance of confusion or provider rejection. Our office helps clients understand their options and prepares documents that are ready to use when medical circumstances require prompt access to records.
In addition to drafting authorizations, the firm advises on distribution and storage so that agents and providers have reliable copies when needed. We provide guidance on naming alternates, setting appropriate durations, and coordinating the authorization with other planning documents. The goal is to make the process straightforward for clients and provide practical instructions for when to present the form. This comprehensive assistance helps families avoid common pitfalls and ensures the authorization functions as intended across different care settings and providers in Alameda County and beyond.
Clients also benefit from clear communication about revocation procedures and updates when life circumstances change. We explain how to revoke or amend an authorization and help implement changes consistently so providers recognize the updated instructions. Whether you are assembling a new estate planning packet or updating existing documents like a trust, guardianship nominations, or HIPAA authorization, we provide thorough support to make sure your directives are practical, documented, and readily available to those who need them.
At our firm, preparing a HIPAA authorization begins with a focused intake to understand your family situation, healthcare contacts, and privacy preferences. We review existing estate planning documents such as revocable living trusts, advance directives, pour-over wills, and financial powers of attorney to ensure consistency. Then we draft an authorization tailored to your needs, clarify the scope and duration, and advise on distribution. After execution, we recommend where to store copies and which providers should receive them. Our process emphasizes clarity and practicality so that the authorization will be usable when the need arises.
During the initial consultation, we discuss your health care preferences, who you wish to designate for access to health records, and how the authorization should coordinate with other estate planning documents. We review any existing trust, advance directive, or power of attorney to confirm consistency and identify potential gaps. This conversation helps determine whether a narrow or broad authorization best serves your needs and whether alternates should be named. The result is a tailored plan for drafting a HIPAA authorization that aligns with your objectives and the practical realities of provider requirements.
We gather contact information for primary care physicians, specialists, and facilities that may need to release records, as well as the names and contact details of the individuals you intend to authorize. Collecting this information upfront speeds the process of preparing the authorization and helps ensure providers will accept the form. We also identify whether any prior authorizations or designations exist that could conflict with your current wishes, so that the new document can be drafted to supersede or complement earlier expressions of intent in a coherent manner.
We explore how broad or narrow the authorization should be, including whether it should cover all medical records, specific providers, or particular timeframes. We also discuss expiration dates, revocation procedures, and whether the authorization should remain in effect upon incapacity. These choices are important to balance privacy concerns with practical needs for information access. Clear decisions at this stage lead to a document that functions effectively across hospitals, clinics, and long-term care settings without causing unnecessary barriers for your authorized representatives.
In the drafting phase, we prepare a HIPAA authorization that uses precise language to describe the authorized parties, types of PHI to be released, and any limitations or expiration provisions. We ensure the form complies with applicable HIPAA requirements and aligns with your other estate planning documents. After drafting, we review the form with you to confirm the scope, revise any language for clarity, and address questions about execution and distribution. This review helps make sure the authorization will be accepted and used effectively by the people you have named.
We tailor the authorization language to reflect your specific needs, such as excluding certain categories of records or including a defined list of providers. If desired, we add instructions regarding revocation procedures and specify whether copies delivered to providers should be considered valid proxies. The goal is to produce a document that minimizes ambiguity and fits seamlessly with directives in your advance health care directive and power of attorney, thereby supporting coherent decision-making and efficient access to records when those named to act on your behalf are called upon.
After drafting, we go through the authorization with you to ensure it reflects your intent and that you are comfortable with the named representatives and scope. We make any necessary edits and provide guidance about practical considerations, such as providing copies to providers and keeping the original with other estate planning documents. This collaborative review helps avoid future confusion and ensures the form will be effective in real-world medical settings. Once finalized, we prepare the document for signing according to recommended practices.
The execution phase involves signing the HIPAA authorization and, when appropriate, having it witnessed or notarized to strengthen acceptance by institutions. After execution, we advise which providers and family members should receive copies and how to store the original document safely with your trust or will. We also recommend periodic reviews and updates to reflect changes in relationships, providers, or wishes. Regular review ensures the authorization remains current and continues to serve its intended function as a reliable tool for accessing medical information when needed.
We coordinate signing to ensure the authorization meets practical requirements for acceptance by healthcare providers. After execution, distribute copies to your primary care physician, key specialists, and any facility likely to provide treatment, as well as to the persons named on the authorization. Keeping a record with your revocable living trust, pour-over will, or advance health care directive ensures agents can produce the authorization quickly. Clear labeling and distribution reduce the chance of providers refusing access due to lack of documentation.
We encourage clients to review and update HIPAA authorizations whenever there are significant changes in health status, family relationships, or provider networks. If you need to revoke or amend the authorization, follow the procedures outlined in the document and inform providers and designated representatives promptly. Periodic reviews help maintain alignment with your broader estate planning objectives and ensure your chosen representatives remain the right people to access sensitive medical information on your behalf.
A HIPAA authorization is a signed legal document that permits specified individuals to access your protected health information from healthcare providers and institutions. It is distinct from general consent to treat because it focuses on disclosure of medical records and communications. The authorization typically names the persons allowed to receive information, defines the scope of records covered, and includes an expiration or revocation method. Including this form in your estate planning ensures that trusted representatives can obtain the medical details necessary to support healthcare decisions when you cannot provide them yourself. You may need a HIPAA authorization to facilitate coordination of care, manage insurance claims, or allow family members to obtain test results and treatment summaries. Without a signed authorization, privacy rules may prevent providers from sharing important information even with close relatives. Preparing the form in advance reduces delays and confusion in urgent situations and helps align your medical-authority documents, such as an advance health care directive and financial power of attorney, so that representatives can act with the information they need.
When choosing an authorized representative, consider people who are trustworthy, communicative, and available when medical information is needed. Typical choices include spouses, adult children, close friends, or a trusted attorney or agent named in related estate planning documents. You can also name alternates in case the primary designee is unavailable. The person you choose should be willing to handle potentially sensitive information and coordinate with medical providers in stressful circumstances. It is helpful to discuss your decision with the person you plan to name so they understand their responsibilities and how you prefer information to be used. Make sure the authorization includes clear identifying details and contact information so providers can verify the representative’s authority quickly. Regularly review your choices to ensure they remain appropriate given changes in health, location, or family relationships.
A HIPAA authorization differs from an advance health care directive in its primary function: the authorization grants permission to access medical records and information, while an advance health care directive articulates your health care wishes and may appoint someone to make treatment decisions. Both documents are complementary. The advance directive states your treatment preferences and designates a decision-maker, while the HIPAA authorization enables that decision-maker to obtain the necessary medical records to make informed choices on your behalf. Including both documents in your estate plan ensures that the person making decisions has legal authority to act and the practical access to medical history and records. Together, they create a clearer framework for care by aligning your stated preferences with the flow of information providers need to respect and implement those preferences.
Yes, you can limit the types of records or information your representative may access by specifying categories such as hospital records, lab results, or records from particular providers. You might also exclude sensitive categories like mental health notes or substance use treatment if you prefer. Narrowing the scope protects privacy while still allowing access to information necessary for specific purposes, such as coordinating a particular treatment or handling an insurance claim. When drafting limitations, use clear descriptive language and include relevant dates or provider names to prevent ambiguity. Keep in mind that overly strict limitations can create obstacles if additional records are later needed, so balance privacy concerns with practical needs. Consulting about the appropriate scope for your situation helps ensure the authorization is both protective and useful.
You can revoke or change a HIPAA authorization at any time by providing a written revocation to the healthcare providers holding your records and, if applicable, to the persons named on the form. The revocation should reference the original authorization and clearly state your intent to withdraw permission. Note that revocation does not apply retroactively to disclosures already made while the authorization was in effect. To update the authorization, prepare a new signed document reflecting the revised choices and distribute copies to relevant providers and named representatives. Informing providers and family members promptly about revocations or updates helps prevent inadvertent reliance on outdated authorizations and ensures your current wishes are followed.
Healthcare providers generally accept properly executed HIPAA authorizations that clearly identify the patient, the named representatives, the scope of records, and an expiration or revocation procedure. Acceptance can sometimes vary by institution, so it is helpful to present the authorization in the provider’s preferred format or provide a copy in advance. Including clear, standard language and following recommended execution practices increases the likelihood that providers will recognize the document. If a provider questions the form, having properly documented identification, contact information for the named representative, and confirmation that the form was signed by the patient can resolve concerns. When disputes arise, legal counsel can assist with clarifying and asserting the validity of the authorization to ensure needed records are released.
Including a HIPAA authorization with your living trust and other estate planning documents often makes practical sense because it keeps related instructions and records together. When agents need to act, having all relevant documents in one place simplifies their task and helps ensure consistency among the trust, advance directive, and power of attorney. Storing the authorization with your estate planning packet increases the likelihood that agents and providers can locate and rely on it quickly when necessary. However, you should also provide copies directly to key providers and the persons named on the authorization so they have immediate access. Maintaining both a centralized original with your planning documents and distributed copies to relevant parties offers the best combination of accessibility and recordkeeping for real-world medical situations.
A HIPAA authorization can include an expiration date, a triggering event, or remain in effect until revoked. Choosing a duration depends on your goals: short-term authorizations work well for discrete transactions or temporary care, while longer or open-ended authorizations are often chosen for ongoing care coordination or chronic health management. Clearly stating the duration or the conditions under which the authorization expires helps avoid confusion and ensures your intent is understood by providers and representatives. Regularly reviewing the authorization and updating it when circumstances change—such as a move, change in providers, or shifts in family dynamics—keeps the document aligned with current needs. If you prefer flexibility, include straightforward revocation procedures so you can change your authorization promptly if necessary.
Minors generally have different rules regarding medical consent and record access, and who may authorize disclosure can depend on parental rights and state law. In many cases, a parent or legal guardian can sign a HIPAA authorization on behalf of a minor, but certain types of sensitive care might have separate confidentiality protections. When planning for a minor, consider how future transitions to adult care will be handled and whether special provisions are needed for guardianship nominations or successor decision-makers. If you are naming someone other than a parent to access a minor’s records, consider documenting that arrangement clearly and including relevant court-appointed guardianship documents when applicable. Reviewing the specific legal landscape for minors in California helps ensure the authorization functions as intended and that authorized persons can obtain the necessary information without undue obstacles.
Family disagreements about who should access records are unfortunately common. To reduce conflict, make your preferences clear in writing through a HIPAA authorization and related estate planning documents. Naming alternates and providing explanatory instructions can help ease tensions by clarifying your priorities. Encourage open discussion with family members to explain your choices so expectations are understood before a medical crisis occurs. If disputes do arise despite planning, providers may look to documented legal instruments such as the authorization, advance health care directive, and powers of attorney for guidance. When necessary, legal counsel can assist in resolving conflicts and ensuring that the person authorized by your written documents is recognized and permitted to access records and act in your stead.
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