Adding SS Number: I want to add personal information when customer completes a form.

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    treidreams
    Asked on January 18, 2019 at 11:39 AM

    I am an accountant as well as Insurance broker.

    I want to add personal information when customer completes a form.

    To either complete a tax return or Insurance quote


    There will be separate forms for tax and Insurance

    Thanks

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    BDAVID
    Answered on January 18, 2019 at 12:48 PM

    Please note our terms of use when it comes to collecting sensitive information: https://www.jotform.com/help/8-Terms-of-Use 

    "Phishing. You agree that Jotform, Inc. may terminate your Jotform Service immediately if a form's purpose is found to be deceptively obtaining, for example: sensitive credit card information, social security numbers, user login credentials, or other sensitive personal information. All these activities are considered as Phishing and any account along with the violating forms will be suspended immediately.


    Collecting Sensitive Information. You may not use the Jotform Service to collect certain types of sensitive information, including but not limited to, credit card information and any type of login credentials. You may collect some sensitive information such as social security numbers or driver’s license numbers, but you are required to use best security practices of Jotform, Inc. including SSL and Encrypted Forms features. You are solely responsible for compliance with any data protection and privacy laws and rules applicable to the sensitive information."

    If you will collect SSN, you must use encrypted forms and add a signature field. Make sure to read this guide before using encrypted forms: https://www.jotform.com/help/344-Encrypted-Forms-and-How-to-Use-Them