Records Authorization—Financial
I, [name], authorize [name of bank or other financial institution] to release all financial records and information to [name] and the law firm of [name of law firm]. This authorization specifically includes the following:
1.The credit file, loan file, and copies or originals of all promissory notes, guaranty agreements, or other obligations and all financial statements, profit and loss statements, balance sheet statements, and operating statements submitted or executed by [name of party] or any of the following entities: [names of partnerships, corporations, or other entities in which the party has an interest].
2.All signature cards, deposit-box rental agreements, deposit-box entry records, records of assets in safekeeping, bank statements, deposit records, withdrawal records of all checking accounts, savings accounts, certificates of deposit, or interest-bearing accounts maintained in the name of [name of party] or on which that person had the right to draw for the period [date] to the date of production thereof, including but not limited to the following:
a.Account number [number] in the name of [name of account].
b.[Continue with identification of other accounts.]
3.All contractual agreements between [name of bank or other financial institution] and [name], including but not limited to lines of credit, contracts for drafting authority, and security agreements for the period [date] to the date of production thereof.
4.All the above records maintained for the benefit of [name of party] in the Trust Department.
I authorize reliance on a photocopy of this authorization.
[Name]
Social Security number [number]
State of Texas)
County of)
This instrument was acknowledged before me on __________________________ by [name of person acknowledging].
Notary Public, State of Texas