Client Requests and Information Security
Exceptional client service has been our calling card since inception, an important element of which is rapidly responding to requests for information from our clients. In today's world this often means providing information electronically. In an effort to keep your personal information confidential, we encrypt all sensitive information sent in an email format. We will give you a link in the body of the email, but if you have trouble opening the document please call our office (765-965-4562).
As required under federal law, we cannot disclose your personal information to a third party without your written consent. To meet these regulations we have included a form letter on this page that our clients can modify by inserting their name, the third party recipient and the information being requested. The form would need to be signed and returned to Gillam & Zetzl with the contact information for the third party before we can fulfill the request. Alternatively, we can send the information to you, our client, in the encrypted format described above and you may forward to the third party which eliminates the need for the signed release form. If you have any questions regarding this policy, please don't hesitate to contact our office. Our goal is to meet your needs while still safeguarding your personal information.