How to collect SSN on a form?

  • Jess Hill
    Asked on June 18, 2024 at 2:55 PM

    Hi,

    Im wondering if you provide a form that potential clients/customers can enter their Social Security Number with the proper government compliance and security for collecting this kind of information. I work for a lender for medical equipment and such this is needed to approve potential clients.


    Thanks!

  • Sidharth JotForm Support
    Replied on June 18, 2024 at 3:38 PM

    Hi Jess,

    Thanks for reaching out to Jotform Support. The collection of Social Security Numbers is allowed in Jotform, but you should apply the best security measures to your form:

    1. Add the Terms & Conditions widget to your form. Your users will read the terms and conditions and accept them.
    2. Add an E-Signature element to your form.
    3. You can also enable Form Encryption in your form which would encrypt the data.

    Let us add a Terms & Conditions widget to the form.

    1. In Form Builder, click on the Add Form Element menu on the left side of the page.
    2. Click on the Widgets tab.
    3. Search for the Terms & Conditions widget, and click on it to add.
    4. Click on the Wand icon.
    5. In the General tab, add the link to your terms and conditions page in Terms Link.
    6. Finally, click on the Update Widget button. How to collect SSN on a form? Image 1 Screenshot 40

    Now, let us add a Signature element to the form.

    1. In Form Builder, click on the Add Form Element menu on the left side of the page.
    2. Click on the Signature element and drag it to add to the form. How to collect SSN on a form? Image 2 Screenshot 51

    Now, let us see how to enable form encryption.

    1. In Form Builder, click on the Settings tab from the orange navigation bar.
    2. Click the Form Settings on the left menu, and toggle the Encrypt Form Data button to the On position.
    3. Verify your account by entering your Jotform account password.
    4. Enter an Access code that will be used to decrypt the form data when viewing submissions.
    5. Finally, click on the Enable Encryption button. How to collect SSN on a form? Image 3 Screenshot 62

    You might also want to check out this guide about How to Enable Form Encryption.

    Reach out again if you have any other questions.

 
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