DMBM511624 | Customer contact and data security: contact with third parties: how to handle correspondence from third parties: introduction

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When dealing with correspondence from a third party, intermediary, agents, appointees or a personal representative you need to be careful not to unwittingly respond unless you have valid authority from the customer. For more information see:

• DMBM511625 about confirming there is valid authority for tax credit cases

• DMBM511626 about confirming there is valid authority for all HoD cases except tax credits.

Valid authority

If you have valid authority to correspond on the customer’s behalf with the third party, intermediary, agent, appointee or personal representative you should deal with it as if you are dealing with the customer and respond in the normal way.