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Representing Claimants
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Representing Social Security Claimants

Information About Representation

Overview of Representatives' Fees
Fee Petitions
Fee Agreements
Model Fee Agreement
Fees For Representation in Proceedings Before A Court
Representative Conduct
Federal Regulations on Representation
SSA's Demonstration Project for Direct Payment to Eligible Non-Attorneys
Registration Requirements for Representatives to Receive Direct Payment of Approved Fees and Forms 1099-MISC


News Update

bulletSSA announces increased specified maximum dollar limit under the fee agreement process.

bullet SSA plans to issue Forms 1099-MISC in 2010 to report representative fees directly paid from a claimat's past-due benefits during 2009.

A claimant may appoint a qualified individual to represent him or her in doing business with Social Security. The appointment must be in writing and must be filed with SSA. If the claimant appoints a representative, the representative cannot charge or collect a fee for those services without first getting written approval from the Social Security Administration, even if the claim is denied. To get this approval, the representative must use one of Social Security's fee authorization processes.

Overview of attorney fee processes Go here for an overview of Social Security's Fee authorization processes

Appointment of Representative (Form SSA-1696-U4)
Identifying Information for Possible Direct Payment of Authorized Fees (Form SSA-1695)
Petition to Obtain Approval of Fees (Form SSA-1560-U4)

Registration of Individuals and Staff for Appointed Representative Services (Form SSA-1699)
Online and Paper Versions

Request for Business Entity Taxpayer Information (Form SSA-1694)
Online and Paper Versions

Important Information for TRICARE (Military Health Benefits) Beneficiaries Entitled to Medicare Based on Social Security Disability (Publication No. 05-10020)


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  Frequently Asked
Questions
  Fee Inquiries
* Claimant's Right to
Representation
* TRICARE Fact Sheet
  Fee Payment
Statistics



stack of books Resources

Program Operations Manual System (POMS)
Hearings, Appeals and Litigation Law (HALLEX) Manual
Social Security Law, Regulations and Rules
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Last reviewed or modified Friday Nov 06, 2009
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