Using jotform for sensitive information (ssn, income verification, etc)

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    Asked on December 01, 2020 at 10:31 AM


    My nonprofit org just recently purchased a silver subscription and we are using jotforms mainly for customer intake forms for workforce development training programs. What should I do if we want to collect ssn # and ask the customer to attach eligibility documents (such as ss card, income verification, citizenship, etc). Any special security features I should make sure to follow or is jotform already secure in this capacity?

    Thank you

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    Answered on December 01, 2020 at 11:49 AM

    Hello @Trey_Walsh,

    Thank you for contacting Jotform Support.

    Please note that due to JotFrom's Terms of Use, it is not allowed to collect certain sensitive information such as Driver's License, Social Security, or any other government-issued documents without following the proper security protocols.

    This means that if your forms are found to collect the sensitive data mentioned above and you do not include the proper tools in your form to collect them securely, your account will be suspended and possibly terminated.

    However, in order to correctly collect sensitive information in your forms, you will need to do the following:

    1) Insert a Terms & Conditions widget or Short Scrollable Terms widget to your form with YOUR Terms of Use

    2) Insert any E-Signature widget/field into your form so your respondents can acknowledge that they are providing sensitive information.

    If these steps are followed, then your forms will not be flagged for violating our terms.

    Please let us know if you have any further questions or concerns, we are always happy to help.