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Overview of ERISA Plan Information Requests: 'Who Is Entitled To Request Plan Information?'
Health Plan Law
Nov. 28, 2006
Excerpt: From the standpoint of the plan administrator, requests by third parties, if objectionable, should be met with an explanation of what is needed. Providing an authorization form, or at least offering to do so, would show good faith. Moreover, once an indication of legal representation is provided, the plan administrator would be wise to cooperate in providing plan information.
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