Social Security number and other confidential information

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    Asked on August 12, 2015 at 09:47 PM

    I will be purchasing the Premium plan in the next day or so, but I want to be sure we will be able to collect confidential information.  I will be using several of your templates - or modifications of them, such as the Intake Form for Mental Health Providers.  We are a licensed clinical psychology practice in Illinois and need to be able to collect information, such as SS#, health care insurance policy information, etc.  We will use the Secure Form option, place access to forms behind a login/registration wall, and use the electronic signature feature.  We will need to use the Create PDF Form or alternative so that we can print out the actual completed form clients submit. 

    Please advise if this will be acceptable, if I am missing anything to comply with your requirements for inclusion of confidential data, and to protect the privacy of our clients, and/or if there are other JotForm security components you I should use.  I will be happy to provide you with any information about our practice (

    Please note that I am converting my website to a Joomla CMS, so I do not yet have available an uploaded form.  Again, though, it will be patterned after your existing templates. 

    I am looking forward to utilizing JotForm for all of my websites. Thank you very much.


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    Answered on August 13, 2015 at 12:17 AM

    Please be aware that online form builders, including JotForm have been 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

    According to your explanation the purposes for you to request SSN are legal, so please follow these recommendations in order to help us to whitelist your form if this is marked as suspicious:



    1. Embed the form using  SSL method


    2. Add a sort agreement and/or an e-signature field to the form, so your customers will agree to provide their SSN along with personal info.


    Here are some widgets you can add to the form (signature fields):


    You can also add this Terms of use widget (for the agreement)


  • Profile Image
    Answered on August 13, 2015 at 04:13 PM

    Hello Jeanette,

    Thank you very much for your reply and guidance.