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SSA forms filled in for you, and records ready when SSA asks

SSA-11 and SSA-4164 forms are generated from the client record, and every application, decision and action is kept permanently.

Book a demoHow it works

Less retyping, a record that holds up

Form answers come from the information your team already entered at intake, and everything stays with the client.

Forms

SSA-11 and SSA-4164, filled in

Answers come from the client record, so staff review a finished form instead of retyping it.

Records

Permanent SSA records

Applications, supporting evidence and resubmissions are stored with the client for good.

Decisions

Track every decision

Record SSA’s decision on each application and see where every one stands.

Audit trail

Every action attributed

Nothing is erased, so you can show who did what, and when.

From intake to a filed form

  1. Complete intakeEnter the client’s details once.
  2. Generate the formThe SSA-11 or SSA-4164 is filled in for review.
  3. Send and recordSend it to SSA and record the decision.
  4. Keep the recordEverything stays with the client, permanently.

Other ways teams use True North 450

Payee OperationsIntake, budgets and disbursements in one placeReconciliationEvery account matched, every monthSwitching to True North 450Move your program over without missing a payment

See it with your own workflows

Book a 30-minute walkthrough built around your caseload.

Book a demo