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Social Security Administration Streamlines Signature Requirements for Many Forms

By Mark Wells Sep 9, 2024 | 11:30 AM

Last Thursday, the Social Security Administration (SSA) announced significant changes aimed at reducing the burden on customers by transitioning from physical signatures to digital signatures for over 30 forms. Additionally, the SSA has eliminated signature requirements entirely for 13 forms, simplifying the application process and minimizing the chances of claims being delayed or denied.

 

With this update, SSA will now accept electronic signatures for more than 30 forms, which account for 90% of the forms frequently used by customers at local field offices. These forms collectively represent approximately 14 million submissions each year.

 

Moreover, the agency has removed the signature requirement for 13 of its most commonly used forms, totaling around 1 million submissions annually. This includes the Medical Source Opinion of Patient’s Capability to Manage Benefits (Form SSA-787) with an annual volume of 768,000, the Letter to Employer Requesting Wage Information (Form SSA-L4201) at 133,000 submissions, and the Request for Reconsideration/Disability Cessation Right to Appear (Form SSA-789), which has 49,000 submissions each year. Many of these forms can now also be uploaded online, further alleviating customer burdens.

 

To build on this progress, the SSA is exploring the possibility of removing signature requirements from additional forms, which could ease procedures for another 1 million transactions.

 

These initiatives are part of a broader effort to modernize and streamline operations. The SSA is enhancing paperless communication options for millions of my Social Security users, allowing them to view their online Social Security Statement, track the status of claims, and calculate potential retirement benefits. Notices across 60 categories, including the Cost-of-Living Adjustment, SSA-1099, Benefit Rate Increases, and Appointment Confirmations, are now available for easy online access.

 

New my Social Security account holders can opt for online-only communications with a single click, while existing users are encouraged to transition for a more efficient experience.

 

 

For more information on online services visit Online Services | SSA.  To create a my Social Security account, please visit www.ssa.gov/myaccount.

 

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