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When you change physicians or health care providers, you'll want to transfer copies of your medical records to your new provider so that they'll know your medical history and can give you better care. Or, you might just want a copy of a specific record forwarded to someone like a specialist.

Whatever your reason for transferring medical records, it's a fairly simple process—just fill out a Medical Records Transfer Form and send it to your doctor, clinic, medical group, or health care organization, along with directions as to where to send the copies. You'll need to include the following information:

  • Your name, and any other names under which your records may be filed
  • Contact information (address, email, phone number)
  • Your social security number
  • Your birthdate
  • Any specifics about which records to release
  • The expiration date of this authorization to transfer records

It's quick and easy to create a Medical Records Transfer Form online with Rocket Lawyer.  

Please note: This page offers general legal information, not but not legal advice tailored for your specific legal situation. Rocket Lawyer Incorporated isn't a law firm or a substitute for one. For further information on this topic, you can Ask a Legal Pro.


Written and Reviewed by Experts
Written and Reviewed by Experts
This article was created, edited and reviewed by trained editorial staff who specialize in translating complex legal topics into plain language.

At Rocket Lawyer, we believe legal information should be both reliable and easy to understand—so you don't need a law degree to feel informed. We follow a rigorous editorial policy to ensure every article is helpful, clear, and as accurate and up-to-date as possible.

About this page:

  • This article was written and reviewed by Rocket Lawyer editorial staff
  • This article was last reviewed or updated on Oct 20, 2023

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