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 Prepare for Identity Verification IconREQUEST RECORDS 
          DoD Personnel

Step-by-step process for DoD personnel to complete and route access and consent forms:

1. Complete Access and Consent Forms

· Download Forms: Download the access and consent forms (DD Forms 3213 and 3214) from the “DD Form 3213 and DD Form 3214” tabs under Key Resources.

· Fill Out Forms: Complete the forms with the requested information. Ensure all fields are accurately filled out and double-check for any errors or omissions.

· Sign Forms: Sign the forms electronically using a valid and up to date CAC certificate. DO NOT print and sign. Ink signatures are not allowed and will invalidate the request. 

 

2. Prepare Files for Upload

· Scan Documents: Scan and create a digital copy of court orders, authorization letters, or power of attorney. Please review the INSTRUCTIONS page in DD Form 3213 for additional information on this requirement.

· Combine Files: If there are multiple documents in support of this request, combine them into a single PDF file for easier handling.

 

3. Access DoD SAFE

· Navigate to DoD SAFE: Go to the DoD SAFE website (safe.apps.mil).

· Log In: Use your Common Access Card (CAC) to log in.

 

4. Upload Files

· Create a Drop-Off: Click on the “Drop-Off” option to upload the DD Form(s) and supporting documentation from steps 1 and 2.

· Enter Recipient Information: Enter the following address [PENDING]

· Attach Files: Click on “Add Files” to upload the completed access and consent forms and supporting documentation, where applicable.

· Add Description: Provide a brief description of the files being uploaded, including any relevant details or instructions. DO NOT include PII or classified information in the description.

 

5. Encrypt Files

· Encrypt Files: Ensure files are encrypted before uploading. DoD SAFE supports encryption, and you can use tools like S/MIME or PGP for this purpose by checking the “Encrypt every file (REQUIRED FOR CUI, PII, AND PHI) box”.

 

6. Send Notification

· Send Drop-Off: Once the files are uploaded, click “Send Drop-off” to complete the process.

· Notification Email: The recipient address [PENDING] will receive an automated email with instructions on how to download the files.

 

7. Confirm Receipt

· Follow Up: The recipient will confirm receipt and provide processing timeline.

· Retain Confirmation: Keep a copy of the confirmation email or any correspondence as proof of submission.

 

8. Monitor and Follow Up

· Track Progress: Monitor the status of your request and follow up with the recipient office if necessary to ensure the request is processed in a timely manner.