![]() The technician will be able to view a customer’s previously registered mySSA email address, where applicable. If the customer is interested in using Upload Documents to submit the requested evidence or form, the technician will obtain the customer's consent to receive a one-time email from SSA, containing an access link and instructions for Upload Documents. Before initiating the request, the technician will first contact the customer regarding the request, offering the use of Upload Documents. When a technician determines that SSA needs a certain form and/or evidence that is on the list of items currently accepted for Upload Documents, the technician can initiate the request using TED. TED is a new technician-driven SSA interface that will help modernize and streamline our interactions with customers. Technicians will use TED to document and complete the process. If any evidence or forms on the lists in Sections F and G are required, the SSA technician will inform the individual verbally about the required information and will offer the opportunity to provide it electronically via Upload Documents. NOTE : This service delivery option does not replace the existing permanent or temporary processes, mentioned in Section C, for submitting documents through WorkTrack, but rather is an additional option.ĭuring interactions with customers (e.g., taking an initial claim, performing a redetermination, or updating their personal information) technicians will determine whether they require additional forms or evidence to complete an action. Section G lists the evidence they can request. Upload Documents will also allow technicians to request certain pieces of evidence. We will discuss the eSignature process for Upload Documents in a future EM. Customers will be able to sign and submit these forms using Upload Documents’ electronic signature (“eSignature”) functionality. During release 2, we will update Upload Documents to include additional forms, including some forms requiring a signature. ![]() Initially, technicians will be able to use Upload Documents to request a small number of forms that do not require a signature (Section F). Upload Documents can be used to serve Title II, Title XVI, and Title XVIII beneficiaries, as well as individuals who do not currently receive benefits from SSA. ![]() The initial rollout will be limited to the Boston Region offices using TED. We will release Upload Documents on July 8, 2023. Introduction of Upload Documents Business Process We currently accept the following modes of submission for documentation:Īdditionally, individuals can electronically complete and submit the following ten forms using Adobe Sign (CMS-40B, SSA-455, SSA-1696, SSA-820, SSA-821, HA-85, HA-86, SSA-552, HA-4608, and SSA-1693).ĭ. Upload Documents gives the agency an opportunity to modernize its interactions with customers, offer a more robust electronic service delivery channel, and automate some manual paper processes, reducing the need for customer visits to field offices. To comply with EO 14058, SSA created a new application titled Upload Documents, which will allow customers to upload and submit certain forms, documentation, and evidence to SSA online from their personal, desktop, and mobile devices. This short-term display of “eSubmit” is due to the proximity of the name change and the initial release.Įxecutive Order (EO) 14058 Transforming Federal Customer Experience and Service Delivery to Rebuild Trust in Governmen t requires SSA to develop a mobile-accessible, online process so that any individual applying for or receiving services from SSA can upload forms, documentation, evidence, or correspondence associated with their transaction without the need for service-specific tools or traveling to a field office. ![]() ![]() Effective with release 2, this will be removed, and the functionality will simply be known as “Upload Documents” both internally and externally. NOTE : For release 1 only, July through September 2023, the public facing portal will still display the former branding of “eSubmit”. Additionally, Upload Documents is only technician initiated at this time. NOTE : Currently, individuals can use Upload Documents only to submit evidence or forms electronically on their own behalf. Technicians will initiate the request through the Technician Experience Dashboard (TED). This emergency message (EM) notifies technicians of a new online service option called Upload Documents that customers can use to electronically submit certain technician-requested evidence and forms. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |