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“Guidelines for Drafting a Certification and Release of Records Document”

Service Description


A Certification and Release of Records is a formal document granting permission to release personal or confidential records to a specified party. This document is commonly used in educational, medical, legal, and employment contexts. It ensures that personal information is shared legally and with the consent of the individual to whom the records pertain.


The need for this document arises whenever there is a requirement to share personal records, such as academic transcripts, medical history, or employment records, with a third party. This could be for purposes such as job applications, college admissions, or medical treatments. The key is that the individual whose records are being released has given their explicit consent.

How to Draft

Drafting a Certification and Release of Records involves several key elements:

  1. Identification of the Individual: Clearly state the name and details of the person whose records are being released.
  2. Specific Records: Specify the exact records to be released, avoiding any ambiguity.
  3. Purpose of the Release: Clearly articulate the reason why these records are being shared.
  4. Recipient Details: Identify the party or parties who are authorized to receive the records.
  5. Consent Clause: Include a statement where the individual consents to the release of their records.
  6. Duration: State the time period for which this authorization is valid.
  7. Signature: Ensure the document is signed and dated by the individual whose records are being released.

The language should be clear, precise, and legally sound to ensure proper consent and understanding.


Once the Certification and Release of Records is completed and signed, it doesn’t need to be filed with any government agency but should be retained by the party releasing the records. A copy should also be kept by the individual for their personal records.


A Certification and Release of Records is a vital document in managing the sharing of personal information. It provides a legal framework that protects individual privacy while allowing necessary access to records. Understanding how to properly create and manage this document is crucial for any institution or individual handling personal records, ensuring compliance with privacy laws and regulations.