This Solicitation opportunity from Social Security Administration was posted on May 28, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.
Access to Financial Institutions (AFI)
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The AFI program enables the Social Security Administration to electronically obtain financial account information from financial institutions to verify account balances and identify undisclosed accounts, replacing a manual paper-based process. It integrates with SSA’s automated SSI Claims Systems to streamline the submission and response of financial data through the SSA-4641 form, with a secure web application handling requests that cannot be processed automatically. The program is fully operational across all 50 states, U.S. territories, and 10 regional Office of Quality Review field sites, ensuring nationwide coverage for financial verification in SSI eligibility determinations. The solicitation, numbered 28321326Q00000110, is issued by the Social Security Administration’s Office of Acquisition and Grants in Baltimore, Maryland, with a final proposal submission deadline of June 3, 2026, at 10:00 a.m. ET, extended from earlier dates through a series of amendments. Questions regarding the solicitation must be submitted by May 18, 2026, at 10:00 a.m. ET, and updated subcontracting goals have been incorporated into the solicitation. The NAICS code 541519 applies, and the primary point of contact is Sean Gahagan, reachable via email at sean.gahagan@ssa.gov.
General Info
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NAICS
Place of Performance
MDSet-Aside
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Timeline
Submission Closed
Organization & Contact Information
Full Description
The AFI program uses the services of a Contractor to obtain financial account information from financial institutions (FI). The AFI program automates the formerly paper-based Form SSA-4641 verification process with an electronic process to verify financial account balances as well as detect undisclosed accounts. The process is integrated with SSA’s automated SSI Claims Systems, providing electronic SSA-4641 financial account request and response processing between SSA and the Contractor’s system. In addition, a secure website application provides SSA-4641 financial request and response processing for requests that cannot be processed via the MSSICS SSI Systems automated process. The AFI program is currently operating in SSA FOs in all 50 states, the District of Columbia, the Commonwealth of the Northern Mariana Islands, Guam, American Samoa, Puerto Rico, the Virgin Islands, and in 10 regional Office of Quality Review (OQR) field sites.
The purpose of amendment 0001 is to extend the deadline for submission of questions to 05/18/2026 at 10:00am, update SSA's subcontracting goals (changes highlighted), and extend the due date for submission of proposals to 05/25/2026 at 10:00am ET.
The purpose of amendment 0002 is to extend the due date for submission of proposals to 06/01/2026 at 10:00am ET.
The purpose of amendment 0003 is to extend the due date for submission of proposals to 06/03/2026 at 10:00am ET.
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