9/12/24 - We published a final rule in the Federal Register on August 21, 2024: Changes to the Administrative Rules for Claimant Representation and Provisions for Direct Payment to Entities. We revised our regulations consistent with the decision of the United States Court of Appeals for the First Circuit in Marasco & Nesselbush, LLP v. Collins, 6 F.4th 150 (1st Cir. 2021). Click here for more information relating to key features, important dates, and implementation details of the new rule.

Help Avoid Delays for Disability Claims: Incomplete forms and applications cause delays and require time-consuming follow ups

9/12/2024 - Incomplete forms and applications cause delays and require time-consuming follow ups. We have made significant enhancements to our Appointed Representative Services (ARS) tool which we hope will help reduce the time you spend contacting our offices. Please watch this brief video on how you can help.

ARS enhancements

8/29/2024 - We are pleased to announce enhancements to the Appointed Representatives Services (ARS) application. ARS gives appointed representatives access to information for cases pending at the initial, reconsideration, hearings, and appeals levels. Information available includes case level, receipt date, and claims status. Representatives may also download a list of their claimants.
Please watch this brief video to learn more or visit the AR Status Reports User Guide (instructions are on pages 14 and 15).

Pre-Approval for EDPNA Ethics Course Providers

10/10/2024 - Eligible organizations that provide ethics training now have the option of submitting up to three ethics course syllabi per year for pre-approval. Please see the Approval for Ethics Course Providers if you are an organization and would like pre-approval of your CE ethics courses.

New fax number for Form SSA-1694

11/8/2023 - Our fax number for the submission of Form SSA-1694 (Request for Business Entity Taxpayer Information) has changed! Please make a note that the new number is 1-833-597-1429.

Internal Revenue Service (IRS) regulations require us to report any fees we pay of $600 or more to a representative in a calendar year. To help representatives and their employers or affiliated entities reconcile their financial accounts for tax purposes, we issue IRS Forms 1099-MISC or -NEC to the representatives and entities as appropriate. However, we can do that only if the entity is registered. As this year is ending, we encourage all representatives who work for or are affiliated with an entity to register it so that we can issue them the appropriate Form IRS-1099.

Please DO NOT send any representational forms, communications, or other documents to this fax number as it may delay or prevent the processing of the registration and other documents.

Appeals Council Change of address

11/3/2023 - The address for the Appeals Council has changed. To avoid processing delays, please use the following address for submitting appeals or fee petitions (Form SSA-1560):

Social Security Administration
Office of Appellate Operations
Attn: Attorney Fee Branch
6401 Security Blvd Baltimore, MD 21235-6401

As a reminder, the preferred method to request an Appeals Council Review of an Administrative Law Judge decision or dismissal is by using the SSA secure online process available at AC iAppeal Online.

To view older posts, visit Archival Link.

How Representatives Can Help

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 generally 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.

If you are helping someone prepare an Internet Social Security Benefit Application:

You cannot electronically sign the application on behalf of the applicant. Only the person you are helping can electronically sign his or her Internet Social Security Benefit Application and attest to the accuracy of the information provided.
If you submit the online application on behalf of the applicant, the agency will attempt to contact him or her directly by telephone to verify the applicant’s intent to file, confirm the information provided, and to give him or her the opportunity to provide a verbal signature for the application and other relevant documents. We will also mail the applicant a copy of the Application Summary, which he or she can sign and return to us instead using the telephone signature process.
If the applicant wishes to appoint you as his or her official representative, we will need a written statement appointing you to represent him or her in dealings with Social Security. You may use a Form SSA-1696 (Appointment of Representative) for this purpose.
To expedite the processing of claims, SSA needs a complete claims package that includes the signed application, the Authorization to Release Information to SSA (SSA 827), and the Disability Report (SSA 3368 for adult claims or SSA 3820 for child claims). Incomplete forms and applications cause delays and require follow ups that increase processing times.
It is imperative that representatives and applicants are aware that SSA may need to contact them via phone or mail to request additional information.

If you are helping someone appeal a denied disability application, depending on the reason, you may be required to file the appeal online. If the application is denied for:

Medical reasons, and you are requesting and eligible for direct fee payment, the Appeal Request and Appeal Disability Report must be completed and submitted online.
Non-medical reasons, contact their local Social Security Office or call our toll-free number, 1-800-772-1213, to request an appeal. People who are deaf or hard of hearing can call our toll-free TTY number, 1-800-325-0778.

Forms Frequently Used by Representatives

Important Reminder

Representatives should use one channel only (online, mail, or fax to submit appointment-related forms and/or other evidentiary documents. Duplicate submissions may result in delays in processing the documents.

Registration for Appointed Representative Services and Direct Payment (Form SSA-1699)

Claimant’s Appointment of a Representative (Form SSA-1696)

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

Learn more about how we use the forms above, as they relate to registration for appointed representative services and direct payment of fees.

Petition to Obtain Approval of Fees (Form SSA-1560)

Authorization to Disclose Information to the Social Security Administration (Form SSA-827)

Information for Third Party Entities that Pay Representational Fees

Prior to charging or collecting a fee from a claimant or a third party for services provided in any proceeding before the Social Security Administration (SSA), a representative generally must obtain SSA's authorization.

The regulations at 20 C.F.R. §§ 404.1720 and 416.1520 provide that when a third-party entity pays the representative's fee and certain conditions are met, the SSA does not need to authorize the representative's fee. SSA does not need to authorize the fee under the following conditions:

The claimant and any auxiliary beneficiaries are free of direct or indirect financial liability to pay a fee or expenses, either in whole or in part, to a representative or to someone else; and
A third-party entity, or a government agency from its own funds, pays the fee and expenses incurred, if any, on behalf of the claimant and any auxiliary beneficiaries; and
The representative submits to SSA a form SSA-1696 (or a written statement) waiving the right to charge and collect a fee and expenses from the claimant and any auxiliary beneficiaries as specified in GN 03920.020B.3b.

Note: When a representative wants to request a fee from the claimant(s)/auxiliary beneficiary(ies) and a third-party, we must authorize all fees since the above criteria are not met (i.e., claimant or auxiliary beneficiaries are liable for a fee), hence the representative should disclose any payments from a third-party prior to authorization.

Representing Social Security Claimants

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