Best Practices for Completing an SF-86 Form for a National Security Position

If you're a veteran of the SF-86 ecosytem, then the mere thought of your organization's security department asking you to complete one will have you making similar faces to the picture above. Ouch! No matter the level of familiarity, from newbie to OG-status, you have to be prepared to provide extensive information and answer detailed questions. The SF-86 form, formally known as the Questionnaire for National Security Positions, is an extensive and critical document required for individuals seeking national security clearances in the U.S. government. Due to the sensitive nature of these positions, the information requested covers a wide range of personal, financial, and professional aspects. Completing it correctly is essential for both your career and ensuring national security.

Here are some best practices for filling out your SF-86 form efficiently and accurately:

1. Understand the Importance of Accuracy

Gather All Necessary Documents Before Starting!

Ensuring accuracy when completing the SF-86 form is paramount. Any discrepancies or inaccuracies can raise red flags during the adjudications process. Take your time to fill out the form meticulously, double-checking all information provided. Before starting, gather essential documents, such as:

• Social Security number

• Employment records (dates, positions, supervisors)

• Addresses for the past 10 years

• Education history

• Foreign travel records

• Financial statements

• Contact information for personal references

• Any legal documentation (arrests, divorces, etc.)

This will save time and ensure that you have accurate information at hand.

2. Maintain Confidentiality

The information requested in the SF-86 form is sensitive and confidential. It is crucial to handle this information with the utmost care. Avoid discussing the details with unauthorized individuals and ensure that the form is securely stored when not in use.

3. Be Transparent and Honest

While it may be tempting to omit embarrassing or seemingly insignificant details, honesty is critical. The SF-86 form is designed to assess potential vulnerabilities, such as susceptibility to blackmail or security risks. If you have a criminal record, foreign contacts, or financial issues, disclose them truthfully.

Remember, the clearance process doesn’t expect perfection—it expects transparency. The investigators may view honest disclosure of mistakes more favorably than attempts to hide them.

4. Double-Check for Accuracy

The SF-86 is a lengthy document, and it's easy to make unintentional mistakes. Before submitting the form, review every section carefully. Double-check:

• Spelling of names and addresses

• Accuracy of dates and numbers

• Completeness of each section

  
  

Consider having a trusted friend or colleague review your form. A second set of eyes can help catch details you might have missed.

5. Understand Your Financial Obligations

Financial health is an important aspect of your clearance. The SF-86 will ask for details on delinquent debts, bankruptcies, and any issues related to taxes. Be prepared to provide explanations and supporting documentation for any potential red flags.

If you have past or current financial difficulties, be proactive about addressing them. In some cases, providing proof of payment plans or a record of consistent payments can mitigate concerns.

6. Disclose Foreign Contacts, Travel, and Influences

The SF-86 places significant emphasis on foreign contacts, associations, and travel history. Be prepared to disclose:

• Any foreign nationals with whom you have close ties

• Trips outside the U.S. (including vacations)

• Foreign business or property interests

While this section may seem intrusive, its purpose is to assess whether your foreign connections pose a potential security risk.

7. Be Prepared for Follow-Up Questions

Once your SF-86 is submitted, a background investigator may contact you for an in-person interview or clarification on certain points. Review your answers and be prepared to provide additional documentation if requested.

8. Keep a Copy of Your SF-86!

After you submit your SF-86, save a copy for your records. You may need it for future reference, especially during follow-up interviews or subsequent clearance renewals. It's also common for the security department to request for you to complete a new SF-86 form if you're hired to fulfill a national security postiion at a new company. The security department will rely solely on you to provide that information and will not contact your previous company for it.

9. Use a Secure and Private Environment

Given the sensitivity of the information, complete the SF-86 in a secure and private environment. Avoid using public or shared computers. Additionally, do not share your responses with anyone except trusted individuals who may be helping you verify information.

10. Seek Legal or Professional Advice if Needed

If you have complicated legal, financial, or foreign relationships, consider consulting an attorney or security clearance expert before submitting the SF-86. They can help you navigate complex issues and avoid potential pitfalls.

Conclusion

Completing an SF-86 for a national security position can be daunting, but taking the time to provide thorough, accurate, and honest information will serve you well in the clearance process. Remember, the goal is not to disqualify you for past mistakes but to ensure that you are a trustworthy candidate for a sensitive role. Following these best practices can help streamline the process and increase your chances of success!

The SF-86 is just one of many components that the cognizant security authority utilizes to make an adjudicative decision on an individual's suitability for a security clearance. Due to the time, resources, and requirements it takes to properly submit someone for a security clearance, we want to ensure that you get it right the first time around. Contact us so we can discuss options that best supports your organization's goals!