authorization form templates

A letter of authorization is a written document that provides another person the power to control or to influence decisions and processes in the event the letter-writer or the person who is primarily in authority is indisposed. Letters of authorization are usually a requirement given by companies or organizations who are stringent in their process of releasing information or finances to third parties.

Letters of authorization are a security measure used by organizations to avoid the occurrence of identity theft. Having a letter of authorization handy when you ask someone to transact business on your behalf can help in speeding things up. You can download a sample letter of authorization from our wide array of authorization letters. Our authorization letters come in Doc and PDF formats and are easily accessible to help you save on time and money.

Credit Cards Authorization Form Template

Credit Card Payment Authorization Form

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  • PDF

Size: 60 KB

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Recurring Credit/Debit Card Authorization Form

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  • PDF

Size: 61 KB

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Credit Card Charge Authorization Form

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  • PDF

Size: 47 KB

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Overtime Authorization Forms

Overtime Pre-Authorization Form

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  • PDF

Size: 409 KB

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Overtime Authorization Form Agreement

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  • PDF

Size: 79 KB

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Request for Overtime Authorization Form

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  • PDF

Size: 76 KB

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Return Authorization Forms

Retail Return Authorization Form Template

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  • PDF

Size: 258 KB

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Vendor Return Authorization Form

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  • PDF

Size: 464 KB

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Customer Return Authorization Form

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  • PDF

Size: 203 KB

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Prior Authorization Form

Medicare Prior Authorization Form

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Size: 25 KB

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Prescription Drug Prior Authorization Form

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  • PDF

Size: 72 KB

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Health Plan Prior Authorization Form

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  • PDF

Size: 85 KB

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Employment Authorization Form

Employment Authorization Release Form

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  • PDF

Size: 49 KB

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Employment Background Check Authorization Form

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  • PDF

Size: 80 KB

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Employment Authorization Reference Form

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  • PDF

Size: 260 KB

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Pre-Employment Authorization Form

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  • PDF

Size: 9 KB

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Travel Authorization Form Template

Request for Travel Authorization

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  • PDF

Size: 51 KB

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Pre-Travel Authorization Form

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  • PDF

Size: 144 KB

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Employee Travel Authorization Form

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  • PDF

Size: 126 KB

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When to Use a Letter of Authorization

Providing consent or authority to another individual requires physical proof. Verbal authorizations just won’t do, especially since certain information is sometimes required to prove the identity of the individual who is indisposed. A letter of authorization serves as tangible proof that consent was indeed given.

Letters of authorization can be provided in different forms and types depending on whom and where to send it to. Below are a few example situations that typically require a letter of authorization:

  • When medical records or government records need to be released.
  • When you can no longer access your funds in the bank and need someone to handle the issues with a financial institution.
  • When making follow-ups on insurance claims or entitlements that are not readily available online.
  • When a parent provides consent or authorization to a guardian to make emergency medical decisions on behalf of a child, in the event when the parents are not around.

Advantages of Using a Letter of Authorization

Letters of authorization were primarily established in order to provide safety and security measures to companies and organization that handle sensitive, confidential, or financial data. In a world where people tend to lie and cheat on each other, it is not unusual for companies to be extra stringent with their rules and policies that affect privacy. Below is a list of reasons why letters of authorization are essential in business and in our personal lives:

They Are Detailed and Convey Clearer Instructions

A letter of authorization helps to avoid misinterpretation and misunderstandings between parties during a transaction. Letters of authorization do not only act as physical proof of consent being given by the letter-writer, but they also provide clear and exact details related to the process or procedure that you need to conduct to avoid miscommunication.

Aids in Securing Sensitive and Confidential Information

With the rapid increase of crimes relating to fraud, businesses or organizations that are involved in the handling of finances, personal information, and classified information are now practicing a more rigorous method of verifying information and screening transactions in order to protect the integrity of their organization as well as maintaining the privacy and confidentiality of their clients.

Letters of authorization are measures used by institutions or organizations in order to protect information that is highly sensitive or confidential.

Enables Authors to Provide a Time Frame

You might only need the person to act on your behalf for a day or a week. Indicating this information on your letter of authorization such as the the start and end dates can be a good safety measure for you. This way, the appointed person will not use or abuse the authority given to him even after the authorization has expired.

Letters of authorization allow letter-writers to set an expiration date for the authority that has been given. By providing an expiration date, the recipients of the letter will be duly notified that the authority is only good for a limited period of time, after which, the letter-holder will no longer have the right, the authority, or the consent to obtain information or to conduct business on behalf of the author.

Lessens the Chances of Identity Theft

Identity theft is when someone uses another person’s identification details such as another person’s name, contact details, government IDs, or credit card information without their consent in order to commit fraudulent transactions or other associated crimes.

Identity theft is a criminal offense that has rapidly increased. In the 2017 Identity Fraud report, approximately $16 billion dollars was thieved from roughly around 15 million consumers in 2016 compared to the $15.3 billion that was stolen from 13.1 million consumers in the year 2015. The loss was equivalent to up to $107 billion dollars in the last six years.

Direct Deposit Authorization Form

Payroll Direct Deposit Authorization Form

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Size: 12 KB

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Employee Direct Deposit Authorization Form

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Size: 87 KB

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Student Direct Deposit Authorization From

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Size: 42 KB

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Medical Authorization Form

Medical Treatment Authorization Form

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  • PDF

Size: 24 KB

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Authorization Form for Minor Medical Treatment

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  • PDF

Size: 6 KB

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Medical Release Authorization Form

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  • PDF

Size: 11 KB

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Work Authorization Form

Contractor Work Authorization Form

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  • PDF

Size: 144 KB

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Additional Work Authorization Form

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  • PDF

Size: 4 KB

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Field Work Authorization Form

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  • PDF

Size: 6 KB

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Generic Authorization Form

Prescription Drug Prior Authorization Form

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  • PDF

Size: 49 KB

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Generic Direct Deposit Authorization Form

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  • PDF

Size: 78 KB

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Pharmacy Prior Authorization Form

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  • PDF

Size: 219 KB

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Return Authorization Form

Income Tax Return Authorization Form

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  • PDF

Size: 73 KB

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Return Materials Authorization Form

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  • PDF

Size: 73 KB

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Return Goods Authorization Form

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  • PDF

Size: 35 KB

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With technology constantly developing, the number of people who have become information predators has rapidly increased. Every day tons of people are victimized by these perpetrators, which then leads to substantial financial losses. Because of this, a lot of companies and organizations have become stricter with their security policies by adding measures of protection to make sure that they and their clients do not get duped by identity thieves or fall victim to any form of fraudulent activity. One way to make sure that a person is conducting business in an authentic and legal way is by showing proof that the consent given to them is legit. A letter of authorization does just that.

How to Write a Letter of Authorization

Writing a letter of authorization is not especially the most difficult task in the world. However, letters of authorization are considered to be business letters and must therefore be written in a formalized format. You can make an Authorization Letter that will best fit its use or reason, or you can download our sample Authorization Letters or Authorization Letter layouts through our website. However, if you do opt to throw together a letter of authorization on your own, below are basic tips that you might want to take note of:

1. Have a Letter Header – A letter of authorization is a business letter and should be written as such. Your name should be indicated on the first line, followed your street information, and your city, state, and zip code on the third.

2. Write the Date Today – Provide the date that the letter was made and the period that it is viable for. Indicate the date that you wrote the letter and then the start date and when the authorization is due to expire. Doing this helps to guarantee that the individual you are offering access to does not use the consent given to him for illegal or fraudulent purposes. This also notifies other parties involved that the consent given is temporary and that you still remain as the principal person in authority.

3. State the Name and Address of the Recipient – Because a letter of authority is a formal letter, it should be written in formal format. On the off chance that you know the name and the address of the individual to whom you ought to deliver the letter to, include those details in your letter. Keep in mind that the recipient is the individual to whom you have addressed the letter to – not the individual whom you have given authority to.

4. Provide Clear Instructions on the Extent of the Authority Given – Provide a direct and detailed insight on the kind of authority that is given to the individual. Is the individual allowed to make final decisions on your behalf? Is the individual also authorized to conduct and manage business for your benefit? Is it accurate to say that you are approving the individual to acquire reports for your sake? Be specific about the terms of authorization that you have given with a specific end goal in order to set clear and appropriate settings among all parties involved in the transaction.

Ideally, letters of authorization are unambiguous. However, they can be created or formatted in different ways, each one depending on their uses or purpose. Letters of authorization have to be created depending on the type type of transaction that it is meant for. Below are some types of letters of authorization that are commonly used. You can also download these templates for credit card authorization letters, business authorization letters, overtime authorization forms, prior authorization forms, and other sample authorization templates. Our template forms are easily accessible and downloadable to save you time and money.

Credit Card Authorization

A Credit Card Authorization is the process in which a card holder conducts a payment for purchasing a product or a service with the use of a debit card or a credit card. A credit card authorization is then conducted so that the seller or the merchant can verify if the card holder has sufficient credit available and is eligible to make or to complete the purchase.

The request is then transmitted to the acquiring bank by the store or the dealer. As soon as the bank is informed, they will then approve or decline the purchase request. This highly depends on the cardholder’s card limit or the funds available. On the off-chance that the exchange is endorsed, the sum is then deducted from the card holder’s record and a receipt is then issued as a proof of the exchange.

Pre-Authorization Form

Pre-Authorization Request Form

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Size: 55 KB

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Pre-Authorization Claim Form

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Size: 553 KB

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Health Care Pre-Authorization Form

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Size: 42 KB

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Payment Authorization Form

One Time Credit Card Payment Authorization Form

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  • PDF

Size: 39 KB

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Credit Card Recurring Payment Authorization Form

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Size: 45 KB

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Automatic Payment Authorization Form

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  • PDF

Size: 60 KB

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Travel Budget Authorization Form

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  • XLS

Size: 48 KB

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Authorization Form in MS Word

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  • MS Word

Size: 3.5 KB

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Work Authorization Forms

A Work Authorization Form is also known as a “work permit.” These types of authorization forms or permits are usually provided by the local Immigration Services and gives the permission or the authority for temporary employment when a person is not a citizen of the country.

Release of Records Forms

A Release of Records Authorization Letter is a kind of report given by a policyholder to an outsider, especially in cases wherein the policyholder does not have the ability to procure the records for himself; for example, being restricted in a therapeutic office, is disabled, is indisposed, is geographically challenged, and so on. Most agencies or organizations that are involved in the discharging of classified and sensitive information will normally require a Letter of Authorization that has been stamped and notarized to prove its authenticity.

Work Authorization Forms

A Contractor Work Authorization letter is a letter given to contractors in order for them to conduct work-related processes at the site of a project in order for them to perform or complete a contractual project such as the installation of appliances or gadgets, renovations, or home and building improvements. Authorization or a Contractor Work Permit allows contractors to use materials such as electricity and to enter the premises in order for them to accomplish their work.

Medical Authorization Forms

A Child Medical Authorization is a type of consent given when a parent or parents of a child are unable to personally give consent to a child’s medical treatment.

When a child is travelling abroad with people other than her parents, or is somewhere else in the care of a babysitter, grandparents, or relatives, it is always a smart and wise move to leave with them a Child Medical Consent to avoid delays in the decision-making of your child’s treatment.

A Child Medical Consent typically contains the following information:

  • The names and the addresses of the parents or the legal guardians who are providing authorization
  • The names and the date of birth of the child
  • The health information of the child
  • The identity of the temporary guardian
  • A description of the kind of treatment where authorization is given
  • Signatures of both parents or the legal guardians in the presence of 2 witnesses and a notary public

Be sure that you are always in control of any type of transaction that is conducted on your behalf. Improper use of authorization could lead to credibility and financial damages that may be irreversible. Always be wary of the people whom you provide authorization to and make sure that they are people whom you can trust and whose judgement you have faith in. You can download our authorization forms by clicking on the download links.

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