Effective Dates: 12/19/2024 - Present
Identification Number:
| EM-24064
|
| Intended Audience: | All RCs/ARCs/ADs/FOs/TSCs/PSCs/OCO/OCO-CSTs/OHO/OARO/DDS/OQR |
| Originating Office: | DCO OPSOS |
| Title: | Changes to the Electronic Submission of Forms SSA-820-BK and SSA-821-BK |
| Type: | EM - Emergency Messages |
| Program: | Title II (RSI); Title VIII (SVB); Title XVI (SSI); Disability |
| Link To Reference: | See Reference at the end of this EM. |
|
Retention Date: 6/19/2025
A. Purpose
This emergency nessage (EM) notifies technicians that we have transitioned to Upload Documents as the electronic method for submitting forms SSA-820-BK (Work Activity Report – Self-Employment) and SSA-821-BK (Work Activity Report – Employee)
B. Background
The SSA e820/821 that used Adobe Sign technology is no longer available on SSA.gov. eSignature/Upload Documents enhances the customer experience by allowing users to upload forms and evidence electronically to SSA. Technicians should now use Upload Documents within the Technician Experience Dashboard (TED) to send and receive the forms electronically. See EM-24015 for processing reminders and eSignature/Upload Documents Desk Guide for step-by-step instructions
C. Procedure
At the initial claim interview, the technician should complete the SSA-820-BK/SSA-821-BK with the claimant or during the interview. During post entitlement (PE) events, or if the claimant or beneficiary files online using iClaim, the technician should call, complete, and attest the form by phone. If the claimant or beneficiary is not available or cannot complete the form during the call, technicians may send forms SSA-820/SSA-821 using eSignature/Upload Documents, send a PDF version via eMailer, or mail the paper form(s).
Direct all program-related and technical questions to your Regional Office (RO) support staff using vHelp or Program Service Center (PSC) Operations Analysis (OA) staff. RO support staff or PSC OA staff may refer questions, concerns, or problems to their Central Office contacts.
References:
EM-24015 eSignature/Upload Documents – Processing Reminders, Addition of the SSA-827
EM-24051 eSignature/Upload Documents Email and Text Message Communications Procedures
DI 10510.025 Documenting Self-Employment Cases Using the SSA-820-BK (Work Activity Report-Self-Employment) and the SSA-823 (Report of SGA Determination- For SSA Use Only)
DI 10505.035 Documenting Employment Cases Using Forms SSA-821-BK (Work Activity Report - Employee) and SSA-823 (Report of SGA Determination - For SSA Use Only)
DI 81010.120 Using Form Attestation for Work Activity Reports
EM-24064 - Changes to the Electronic Submission of Forms SSA-820-BK and SSA-821-BK - 12/19/2024