Get Social Security Number (ssn) Update Form - Finra

The Social Security Number (SSN) Update Form - Finra provides a streamlined process for authorized signatories of member firms to request an update on an individual's SSN in the Web CRD records. Ensuring the accuracy of this information is vital for compliance and efficient record-keeping.

Follow the steps to complete the SSN update form online.

1. Press the ‘Get Form’ button to access the Social Security Number (SSN) Update Form - Finra. This will allow you to view and edit the necessary fields of the form.
2. In the first section of the form, provide the full name of the firm making the request. This is essential for identification purposes.
3. Enter the firm’s Central Registration Depository (CRD) number in the designated field. This number helps FINRA verify the firm’s registration.
4. In the next section, fill in the full name of the registered person whose SSN is being updated. This ensures that the request is specific and accurate.
5. Enter the individual CRD number associated with the registered person. This information aids in uniquely identifying the individual within FINRA records.
6. For security reasons, only complete the specific section of the SSN that needs to be updated; do not provide the full SSN. You have the option to modify the area, group, or serial portion as required.
7. If the individual does not possess a Social Security Number, check the corresponding box indicated on the form.
8. Sign the form in the allocated space to authorize the request. You will also need to include the date of the signature.
9. Provide the name and title of the authorized signatory along with a contact phone number to ensure easier communication regarding the request.
10. Once all fields are complete, review the form to ensure accuracy before proceeding to submit. You can save changes, download, print, or share the form as needed.

Complete your Social Security Number update form online to ensure your records are accurate and up to date.