e4641 Automation for Asset Verification

What is e4641+ (e4641 Plus)?

e4641+ is our application developed to automate the process of responding to the Social Security Administration’s requests to financial institutions for asset verification.  It automates the process of handling Form 4641 which is becoming increasingly popular as the baby boomer generation is reaching retirement age.

Benefits of automating Form 4641

  • Save time and resources.
  • Reduce human error, provide accurate data.
  • Increased client privacy.
  • Faster request and response turnaround.