Important SSA-89 information

Issues encountered by some customers to avoid:

• Using old forms they already had on file or downloaded from outside of Aspen iRecord® which are outdated and no longer acceptable to the SSA.
• Not including one of the pages of the form when uploading the file to Aspen iRecord®.
• Modifying the pre-filled agent name/address field and as a result making errors with what needs to be included in that field.
• Not including the contact's phone number.
• Not physically wet signing or dating the form.  Electronic signatures are NOT acceptable, even those done through a signature verification application.
• Not including the contact's SSN and/or date of birth.
• Modifying the pre-filled purpose field and as a result making errors with what needs to be included in that field.

• Print the form as downloaded from Aspen iRecord®.
• Complete all sections of the form that have not been pre-populated.
• Get wet signature from contact (Electronic signatures are NOT acceptable, even those done through a signature verification application.)
• Upload the form into Aspen iRecord®.