Filing checklist
Before preparing SF 536, verify the identity of the form and gather the records the instructions call for.
- Confirm the GSA form number, revision date, and federal workflow before completing the form.
- Review procurement, personnel, property, travel, or management instructions from the issuing program.
- Confirm patient, member, provider, claim, policy, authorization, and date-of-service details against source records.
- Attach required consent, release, medical record, billing, prescription, or benefits documents.
- Review privacy-sensitive fields before sharing the completed form.