Access to Financial Institutions (AFI)

Solicitation No.

28321326Q00000110

Notice Type

Solicitation

Posted Date

May 28, 2026

Response Deadline

June 3, 2026

NAICS Code

541519AI guide

PSC / Class Code

DF01

Contract Code

2800

Issuing Office

SSA OFC OF ACQUISITION GRANTS

Sub-Agency

SOCIAL SECURITY ADMINISTRATION

Agency

SOCIAL SECURITY ADMINISTRATION

Primary Contact

Sean Gahagan

City

BALTIMORE

State

MD

ZIP Code

21235

AI Product/Service

service

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.

1. May 28, 2026Posted Date
2. June 3, 2026Proposals / Responses Due