Banks ask for clearer model forms and processes for SDM documents

Sep 25, 2026

Financial institutions on the call urged the working group to consider a model form or standardized elements so banks and hospitals can reliably interpret SDM agreements and avoid delays or the need for outside counsel.

The full story

Bank and financial representatives flagged practical issues around the form and presentation of SDM agreements and asked the group to consider whether a model or standard elements would speed institutional acceptance.

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