# Access to Financial Institutions (AFI)

Canonical: https://abierto.us/opportunities/28321326q00000110

- Solicitation number: 28321326Q00000110
- Notice type: Solicitation
- Status: Closed. Deadline was June 3, 2026 at 10:00 AM EDT
- Department: Social Security Administration
- Contracting office: SSA Ofc of Acquisition Grants (283213)
- NAICS: 541519 Other Computer Related Services
- Product or service code: DF01 Support services for IT Management to include Enterprise Architecture (EA), Financial Management, and Strategic Planning. EA includes services supporting business, information, application and technical architecture to drive standardization, integration and efficiency among business technology solutions. Financial Management includes services involved in the planning, budgeting, spend management and chargeback of IT expenditures and the costing of IT products and services. IT Management and Strategic Planning include senior professional and administrative support services facilitating centralized IT strategy and planning.
- First posted: May 13, 2026
- Last posted: May 28, 2026
- SAM.gov: https://sam.gov/workspace/contract/opp/eab83cab8ab84e6497ca0f28c93a81d9/view

## Description

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.

## Publications

- May 13, 2026: Solicitation, due May 25, 2026 at 10:00 AM EDT. Notice af5ea72c64cb4eb3b8b5d8ca1b7e05a7. https://sam.gov/workspace/contract/opp/af5ea72c64cb4eb3b8b5d8ca1b7e05a7/view
- May 22, 2026: Solicitation, due June 1, 2026 at 10:00 AM EDT. Notice 11f8f04aa4554275a063e0b045403844. https://sam.gov/workspace/contract/opp/11f8f04aa4554275a063e0b045403844/view
- May 28, 2026: Solicitation, due June 3, 2026 at 10:00 AM EDT. Notice eab83cab8ab84e6497ca0f28c93a81d9. https://sam.gov/workspace/contract/opp/eab83cab8ab84e6497ca0f28c93a81d9/view

## Points of contact

- Sean Gahagan, sean.gahagan@ssa.gov

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Source: SAM.gov Contract Opportunities bulk extract. Confirm deadlines on SAM.gov before responding. Cite https://abierto.us/opportunities/28321326q00000110.