Access to Financial Institutions (AFI)
Closed Solicitation Posted
- Solicitation number
- 28321326Q00000110
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 541519 Other Computer Related Services
- Points of contact
- More information
Notice details come from SAM.gov. Updated .
About this opportunity
The Social Security Administration seeks contractor services to operate the Access to Financial Institutions (AFI) program, which automates electronic verification of financial account balances and detects undisclosed accounts in support of SSI claims processing, with proposals due June 3, 2026 and questions due May 18, 2026. No set-aside applies.
Place of performance encompasses SSA field offices in all 50 states, the District of Columbia, the Commonwealth of the Northern Mariana Islands, Guam, American Samoa, Puerto Rico, the Virgin Islands, and 10 regional Office of Quality Review field sites. The AFI program integrates with SSA's automated SSI Claims Systems to provide electronic Form SSA-4641 financial account request and response processing between SSA and the contractor's system. A secure website application handles Form SSA-4641 financial request and response processing for requests that cannot be processed through the automated MSSICS SSI Systems interface. The NAICS code is 541519, Other Computer Related Services; the PSC code is DF01, IT and Telecom—IT Management Support Services (Labor). The proposal deadline has been extended through three amendments, most recently to June 3, 2026 at 10:00 a.m. ET via amendment 0003.
Notice text
3 versions
Update #3 · Latest ·
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.
Update #2 ·
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.
Update #1 ·
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.
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