- Ask for the correct spelling of the caller's name.
- Ask for a number where you can return the call.
- Ask why the information is needed.
- Ask who has authorized the request and let the caller know that you will verify the authorization.
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- Ask for some identification.
- Ask who has authorized this request so you may verify the authorization.
- If you are not authorized to provide that information, offer to locate the correct person.
- Seek assistance if you are unsure.
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