[PDF] Guide for the Standard Form (SF) 86





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Guide for the Standard Form (SF) 86

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UNITED STATES OFFICE OF PERSONNEL MANAGEMENT

Completing your Investigation

Request in eQIP:

Guide for the Standard Form (SF) 86

.GOV

Table of Contents

1 Introduction ........................................................................

............................................................................... 4

1.1 What is the SF 86? ........................................................................

.............................................................. 4

1.2 Why am I required to have a background investigation? ........................................................................

.. 4

1.3 Is completing the form mandatory in order to get a position in the federal government? ...................... 4

1.4 How much time do I have to complete the form? ........................................................................

............. 5

2 Protecting Your Privacy ........................................................................

.............................................................. 6

3 Before You Begin: What do I need in order to complete the SF 86? ................................................................. 7

4 Getting Started ........................................................................

........................................................................... 8

4.1 Access the e-QIP Login Screen ........................................................................

........................................... 8

4.2 Log into e-QIP ........................................................................

..................................................................... 9

4.2.1 Initial Login Steps ........................................................................

.............................................................. 9

4.2.2 Golden Questions and Registration Code ........................................................................

................ 10

4.2.3 Create a Username and Password ........................................................................

................................ 11

4.2.4 Create a Set of Challenge Questions ........................................................................

............................. 11

4.2.5 Two-Factor Authentication Option ........................................................................

............................... 12

5 Entering Your Information ........................................................................

....................................................... 12

5.1 Reviewing the Form ........................................................................

......................................................... 12

5.2 Reviewing the Form Completion Instructions ........................................................................

................. 13

5.3 Tips for Completing the SF 86 ........................................................................

.......................................... 13

5.4 Avoiding Common Data Entry Errors ........................................................................

............................... 14

5.4.1 Section 4 - Social Security Number ........................................................................

................................ 14

5.4.2 Section 8 - U.S. Passport Information ........................................................................

............................ 15

5.4.3 Section 9 - Citizenship ........................................................................

.................................................... 15

5.4.4 Section 11 - Where You Have Lived ........................................................................

............................... 16

5.4.5 Section 12 - Where You Went to School ........................................................................

........................ 17

5.4.6 Section 13a - Employment Activities - Employment & Unemployment Record ................................... 17

5.4.7 Section 14 - Selective Service Record ........................................................................

............................. 18

5.4.8 Section 16 - People Who Know You Well ........................................................................

....................... 19

5.4.9 Section 17 - Marital Status ........................................................................

............................................. 20

5.4.10 Section 18 - Relatives ........................................................................

................................................... 21

5.4.11 Section 19 - Foreign Contacts ........................................................................

...................................... 22

5.4.12 Section 20a - Foreign Activities ........................................................................

.................................... 22

5.4.13 Section 20b - Foreign Business, Professional Activities, and Contacts ................................................ 23

5.4.14 Section 21 - Psychological and Emotional Health ........................................................................

........ 235.4.1ϱ Secti on 2 ........ 2ϱ

5.4.1ϲ Section 26 - Fina

n cial Record ........................................................................ ....................................... 2ϱ 6 Validating: Handling Error Me ssages and Warnings ........................................................................

................ 2ϲ 7 Reviewing the SF 86 ........................................................................

................................................................. 2ϴ 8 Completing the Certification and Signature Release Forms ........................................................................

.... 2ϵ 8.1 Signing Your Signature Pages ........................................................................

................................................. 2ϵ 8.2 Instruction for Signature Pages, Attachments, and Archival Copy ................................................................ 3ϭ 8.2.1

Print o r S ave an Archival Copy of Your SF 86 ........................................................................ ................ 3ϭ 9 FINAL STEP:

Release and Transmit the SF 86 Form ........................................................................

................. 3Ϯ 10What happens next? ........................................................................

............................................................͘͘͘͘͘3ϯ APPENDIX A: Signature Process for Pen

a nd Ink S ignatures 3 ϰ APPENDIX B: Upload Attachments or Signature Pages

3ϱ APPENDIX C: Fax Attachments or Signature Pages ........................................................................

......................... 3ϳ APPENDIX D: Expected Attachments ........................................................................

3

ϵ APPENDIX E: Two-Factor Authentication ........................................................................

1 Introduction

1.1 What is the SF 86?

1.2 Why am I required to have a background investigation?

1.3 Is completing the form mandatory in order to get a position in the federal

government?

1.4 How much time do I have to complete the form?

2 Protecting Your Privacy

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3 Before You Begin: What do I need in order to complete the SF 86?

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o o o

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4 Getting Started

4.1 Access the e-QIP Login Screen

Enter e-

QIP Application,

4.2 Log into e-QIP

4.2.1 Initial Login Steps

OK Reg ister for Username and

Password

Submit

Note:

Forgot Password

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Social Security Number

Submit

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4.2.2 Golden Questions

and

Registration

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Registration

Code

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-character Codewill need to be entered in all capi tal letters

Submit

4.2.3 Create a Username and Password

Username field

Confirm

Username

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F KD

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Password

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4.2.4 Create a Set of Challenge Questions

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Question

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me to see my Challenge

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Note:

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Remember!

4.2.5 Two-Factor Authentication Option

Enhanced Security Factor:

Thisis only

an option and not a requirement

FOLFNEnroll

Skip for now

5 Entering Your Information

5.1 Reviewing the Form

Enter Your Data

Note:

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VDPHWLPH\RXPD\KDYHPXOWLSOHH

4,3UHTXHVWQXPEHUVKHUH0DNHVXUH

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5.2 Reviewing the Form Completion Instructions

must must

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6HOHFWSave

5.3 Tips for Completing the SF 86

Yes/No

[Tab]

Do not use Forward Back

Reset this Screen Save

Save Save/Continue

Navigation

Add Optional Comment

Display

5.4 Avoiding Common Data Entry Errors

5.4.1 Section 4 - Social Security Number

Not Applicable

5.4.2

Section 8 - U.S. Passport Information

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DVVLVWDQFHLQFRPSOHWLQJWKLVVHFWLRQ5.4.3 Section 9 - Citizenship 6 $9(*XLGH&RPPRQO\XVHG,PPLJUDWLRQ'RFVSGI

5.4.4 Section 11 - Where You Have Lived

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5.4.5 Section 12 - Where You Went to School

5.4.6 Section 13a - Employment Activities - Employment & Unemployment Record

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5.4.7 Section 14 - Selective Service Record

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5.4.8 Section 16 - People Who Know You Well

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