Requesting Information

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    flivai
    Asked on September 12, 2019 at 06:11 PM

    Can I request the Date of Birth and Social Security Number when a client signs up for services?

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    Richie_P
    Answered on September 12, 2019 at 07:30 PM

    We do allow the date of birth however for Social Security number there is a condition that needs to be followed.

    Please be aware that online form builders, including Jotform are being used for identity theft in the past.
     We go to great lengths to prevent this. That is why SSNs are considered as a Phishing activity as stated in our Terms

     Therefore, when you do request SSN, our automated phishing detector will flag the form(s)  and suspend the account or this will be manually performed by our Staff, if your account is on paid status, you should get a notification about it.
    However, there are exceptions, here are some examples of businesses that require a Social Security number for legitimate purposes:

    Insurance companies
    Credit card companies, lenders, and any other company receiving a credit application from you
    The three main credit reporting agencies: TransUnion, Equifax, and Experian
    Any company that sells products or services that require notification to the IRS, including:
    Investment advisors
    Banks
    Real estate purchases
    Financial transactions over $10,000, such as automobile purchases; and other financial transactions


     If your purpose is not to collect SSN from the general public, but from your own customers; and if your business is among the list above and you comply with recommendations below, then we can make the exception:

    1)-Add-an-E-Signature-to-Your-Form

    2)Adding-a-License-Agreement-to-a-Form

    3)if possible, change the email address on your profile to one that shows your business domain rather than the public email address you currently show

    Hope this information helps.