Student Forms
Release of Information
A Release of Information (ROI) is a form that lets you authorize the Financial Wellness Center to share infromation about your appointments with someone outside our office, like a parent, spouse, or contributor.
You do not need to sign an ROI to meet with us. Your sessions are provate. We only ask for one in specofic situations, and only with your permision.
When would I use one?
- You want a parent, spouse, or contributor included in conversations about your financial counseling.
- A Scholarship or thirs party requires proof that you attended a session.
- We need to coordinate with a confidential campus service, like the Counseling Center, on your behalf.
How it Works
Select the link to download the Release of Information Form.
Fill out all required sections of the form, including:
-
- Your full name
- University ID number
- Your contact information
- The name of the person, department, or organization authorized to receive information
- The specific information you authorize the Financial Wellness Center to disclose.
Please ensure all information is complete and accurate.
Review the completed form and provide your signature and the date.
Forms that are not signed and dated cannot be processed.
Email the completed and signed form to financialwellness@sa.utah.edu using your official University of Utah email account.
For privacy and identity verification purposes, Release of Information forms must be submitted from a University of Utah email address.
Once you sign and email the form, it stays on file with us and applies only to what you authorize, for the person or purpose you name. You can revoke it in writing at any time by sending an email to the Financial Wellness Center - financialwellness@sa.utah.edu .