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Custodianship questions, records requests, board and agency verification: one

form reaches the right team.

Which form do you need?

  • Closing or retiring? Start with Ready to transfer custody? Request a quote.

  • A patient who needs records? Use the medical records request form.

  • Attorney, insurer, or agency? Use the request form on the Legal, Insurance, or Government Entities page.

  • Anything else? The form on this page.

Hours and response time

We respond to every message within one business day. Legal requests with a court date are prioritized on intake.

Protected health information. Please keep patient names, diagnoses, and treatment details out of web forms and email. We collect that information on the signed release form through a secure channel.

Hand Off the Records. Hold On to Your
Retirement. The compliant, lasting home for
medical records after a practice closes.

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