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<a href="https://www.ssa.gov" class="usa-breadcrumb__link"><span>SSA Home</span></a>
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<li class="usa-breadcrumb__list-item usa-current" aria-current="page">
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Representing Claimants
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<div>
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<h1 id="top-of-page" class="h1-heading"><strong>Representing Claimants</strong></h1>
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<p class="app-rep-act-on-claim">
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Representatives have been appointed by a claimant to act on their behalf to access their Social Security record,
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filing status, and assist with the claim and appeal process.
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</p>
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<p>
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This is different from a Representative Payee. <a href="https://www.ssa.gov/payee/">Learn more about being a Representative Payee</a> if you are trying
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to assist someone with the benefits they are currently receiving.
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</p>
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<h2 id="latest-news">Latest News</h2>
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<div class="usa-card__header ">
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<h4 class="usa-card__heading">
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<a class="usa-card_latest_news_header" href="https://www.ssa.gov/representation/2024NewRule.htm">
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Changes to the Administrative Rules for
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Claimant Representation and Provisions for Direct Payment to Entities
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</a>
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</h4>
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</div>
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<div class="usa-card_latest_news_body">
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<p>
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We revised our regulations consistent with the decision of the United States Court of Appeals for the First Circuit in
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Marasco & Nesselbush, LLP v. Collins, 6 F.4th 150 (1st Cir.2021).
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</p>
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</div>
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<div class="usa-card__footer usa-card_lates_news_footer">
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<div class="usa-cards-footer-links">
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<div>
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<em>September 12, 2024</em>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="grid-col-12 tablet:grid-col-6">
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<div class="usa-card__container">
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<div class="usa-card__header ">
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<h4 class="usa-card__heading">
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<a class="usa-card_latest_news_header" href="https://www.ssa.gov/representation/news_archives.htm">
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Application period for the 2025 EDPNA examination begins February 1, 2025
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</a>
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</h4>
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</div>
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<div class="usa-card_latest_news_body">
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<p>
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We are holding the 2025 EDPNA examination from June 4 through June 7, 2025, utilizing online proctors.
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The examination will be held remotely only, in the examinee's home or other remote location.
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</p>
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</div>
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<div class="usa-card__footer usa-card_lates_news_footer">
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<div class="usa-cards-footer-links">
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<div>
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<em>January 1, 2025</em>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="latest-news-footnote">
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<p>
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<a href="news_archives.htm">More news</a>
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</p>
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</div>
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<hr style="width:100%; border-width: 2px">
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<div class="header-frame">
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<h2 id="register-rep">
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Register to be a representative
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</h2>
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</div>
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<p class="para-body-text">
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You must register to be an appointed representative with SSA before you can be selected to assist a claimant.
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<a href="https://secure.ssa.gov/apps10/poms.nsf/lnx/0203913001" class="highlight-text-span">
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Learn more about Registration, Affiliation, Direct Payment, and Annual Tax Statement
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</a>
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</p>
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<div class="grid-container">
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<div class="grid-row">
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<div class="usa-card__container">
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<div class="usa-card__header usa-card_register_header">
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<h4 class="usa-card__heading">
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Sign up or update registration information
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</h4>
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</div>
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<div class="ssa-card__body">
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<p>
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Complete form SSA-1699 to <br />
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<ul type="disc">
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<li>
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Sign up and register yourself as an appointed representative with SSA
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</li>
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<li>
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Update your information (e.g. change of address)
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</li>
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</ul>
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</p>
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</div>
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<div class="usa-card__footer ssa-card__footer">
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<div class="usa-cards-footer-links">
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<div class="a_hyperlink">
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<a href="https://www.ssa.gov/forms/ssa-1699.pdf">Start SSA-1699 (PDF)</a>
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</div>
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</div>
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<div class="usa-cards-footer-links">
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<div class="a_hyperlink">
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<a href="https://www.ssa.gov/employer/representatives/af1699WelcomePage.htm">Learn more about the SSA-1699</a>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="grid-col-12 tablet:grid-col-6">
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<div class="usa-card__container">
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<div class="usa-card__header usa-card_register_header">
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<h4 class="usa-card__heading">
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Register your firm or update your firm's Point of Contact
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</h4>
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</div>
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<div class="ssa-card__body">
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<p>
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All entities that request direct payment need to register or update their registration with necessary payment and
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Point of Contact (POC) information. Fax form to 1-833-597-1429
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</p>
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</div>
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<div class="usa-card__footer ssa-card__footer">
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<div class="usa-cards-footer-links">
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<div class="a_hyperlink">
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<a href="https://www.ssa.gov/forms/ssa-1694.pdf">SSA-1694 Request for Business Entity Taxpayer Information (pdf)</a>
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</div>
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</div>
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<div class="usa-cards-footer-links">
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<div class="a_hyperlink">
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<a href="https://www.ssa.gov/employer/representatives/af1694WelcomePage.htm">Learn more about the SSA-1694</a>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="grid-row">
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<div class="grid-col-12 tablet:grid-col-6">
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<div class="usa-card__container">
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<div class="usa-card__header usa-card_register_header">
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<h4 class="usa-card__heading">
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View your registration and business information
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</h4>
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</div>
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<div class="ssa-card__body">
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<p>
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Access the Appointed Representative (AR) Portal to view registration information. Available to
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registered representatives.
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</p>
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</div>
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<div class="usa-card__footer ssa-card__footer">
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<div class="usa-cards-footer-links">
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<div class="a_hyperlink">
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<a href="https://secure.ssa.gov/prweb/PRAuth/app/aarps/external">Log in to the AR Portal</a>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="grid-col-12 tablet:grid-col-6">
|
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<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_register_header">
|
|
<h4 class="usa-card__heading">
|
|
Become an eligible for direct pay non-attorney (EDPNA)
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
EDPNA qualification allows you to become eligible for direct pay as a non-attorney.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="nonattyrep.htm">Learn more about the EDPNA process</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<hr style="width:100%; border-width: 2px">
|
|
|
|
<div class="header-frame">
|
|
<h2 id="getting-started">
|
|
Getting started with a claim or appeal
|
|
</h2>
|
|
</div>
|
|
<p class="para-body-text">
|
|
Learn how to get appointed as a representative and file an initial claim or appeal.
|
|
</p>
|
|
<div class="grid-container">
|
|
<div class="grid-row">
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_start_claim_header">
|
|
<h4 class="usa-card__heading">
|
|
Appointment of representation SSA-1696
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
Form SSA-1696 will appoint you as a representative on a claim or update your appointment information.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer ">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://secure.ssa.gov/ssa1696/front-end/">Start electronic SSA-1696</a>
|
|
</div>
|
|
</div>
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ssa-1696.pdf">Paper SSA-1696 (PDF)</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_start_claim_header">
|
|
<h4 class="usa-card__heading">
|
|
Fee agreement SSA-1693
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
A fee agreement is used to formalize the fee arrangement between representatives and claimants.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer ">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/ssa1693-online-form">Start electronic SSA-1693</a>
|
|
</div>
|
|
</div>
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ssa-1693.pdf">Paper SSA-1693 (PDF)</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="grid-row">
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_start_claim_header">
|
|
<h4 class="usa-card__heading">
|
|
File a claim
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
File a new claim for disability, retirement or Supplemental Security Income.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer ">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/apply">Apply for benefits</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_start_claim_header">
|
|
<h4 class="usa-card__heading">
|
|
File an appeal
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
Requests for a disability or non-medical appeals must be received within 60 days of when your client
|
|
receives our decision.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer ">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/apply/appeal-decision-we-made">Appeal a decision we made</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<hr style="width:100%; border-width: 2px">
|
|
|
|
<div class="header-frame">
|
|
<h2 id="manage-claim">
|
|
Manage a claim or appeal
|
|
</h2>
|
|
</div>
|
|
<p class="para-body-text">
|
|
Get updates, schedule appointments, and complete other tasks to manage an existing claim.
|
|
</p>
|
|
<div class="grid-container">
|
|
<div class="grid-row">
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_manage_claim_header">
|
|
<h4 class="usa-card__heading">
|
|
Access electronic client folder
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
Uses Electronic Records Express Appointed Representative Services (ERE ARS) to view, download or
|
|
upload files to the electronic client folder.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/ar">Learn more about ERE ARS</a>
|
|
</div>
|
|
</div>
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://secure.ssa.gov/acu/LoginWeb/loginHandler.do?SUITE=AR">Log in to ERE ARS</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_manage_claim_header">
|
|
<h4 class="usa-card__heading">
|
|
View or download status reports
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
Use Electronic Records Express Appointed Representative Services (ERE ARS) to view and download
|
|
status reports for pending cases.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/ar/">Learn more about ERE ARS</a>
|
|
</div>
|
|
</div>
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://secure.ssa.gov/acu/LoginWeb/loginHandler.do?SUITE=AR">Log in to ERE ARS</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="grid-row">
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_manage_claim_header">
|
|
<h4 class="usa-card__heading">
|
|
View a list of clients
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
Access the Appointed Representative (AR) Portal to view a list of your clients.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://secure.ssa.gov/prweb/PRAuth/app/aarps/external">Log in to the AR Portal</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_manage_claim_header">
|
|
<h4 class="usa-card__heading">
|
|
Provide availability for hearings
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
Use the Enhanced Representative Availability Process (ERAP) to provide your availability for hearings.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/appeals/scheduling_process.html">How to email your availability</a>
|
|
</div>
|
|
</div>
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://secure.ssa.gov/RIL/SiView.action?URL=%2Fdcps%2Finternet-scheduling%2F">Log in to submit your availability</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="grid-row">
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_manage_claim_header">
|
|
<h4 class="usa-card__heading">
|
|
Request to withdraw an appeal
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
Submit form HA-85 to withdraw a hearing request or HA-86 to withdraw an Appeals Council.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ha-85.html">Start electronic HA-85</a>
|
|
</div>
|
|
</div>
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ha-85.pdf">Paper HA-85 (PDF)</a>
|
|
</div>
|
|
</div>
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://secure.ssa.gov/ssaforms/ssaha86">Start electronic HA-86</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_manage_claim_header">
|
|
<h4 class="usa-card__heading">
|
|
Submit waiver of right to personal appearance
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
If you do not wish to appear at a hearing and you want to request that the judge make a decision based solely on the
|
|
evidence in a case, waive your right to personal appearance in writing.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://secure.ssa.gov/ssaforms/ssaha4608">Start electronic HA-4608</a>
|
|
</div>
|
|
</div>
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ha-4608.pdf">Paper HA-4608(PDF)</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<hr style="width:100%; border-width: 2px">
|
|
|
|
<div class="header-frame">
|
|
<h2 id="manage-fee">
|
|
Manage fee payments
|
|
</h2>
|
|
</div>
|
|
<p class="para-body-text">
|
|
Review how to charge or collect fees from clients, and how to access or change 1099 tax forms.
|
|
<a href="https://www.ssa.gov/representation/overview.htm">Learn more about the fee authorization process</a>.
|
|
</p>
|
|
<div class="grid-container">
|
|
<div class="grid-row">
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_tax_info_header">
|
|
<h4 class="usa-card__heading">
|
|
Fee Status for T2 Disability or Retirement claims
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
Contact the payment center using the Representative Call Center (RCC) for issues or questions
|
|
regarding fees and tax forms.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer ">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
RCC 1 (877) 626-6363
|
|
</div>
|
|
</div>
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/news/advocates/2024/#2024-12-19">Advocates | SSA</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_tax_info_header">
|
|
<h4 class="usa-card__heading">
|
|
Fee Status for T16 SSI claims
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
Contact the jurisdictional field office for status of your T16 SSI fee.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer ">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://secure.ssa.gov/ICON/main.jsp#officeResults">Find a Field Office</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="grid-row">
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_tax_info_header">
|
|
<h4 class="usa-card__heading">
|
|
View past fee payments
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
Access the Appointed Representative (AR) Portal to view a list of your clients.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer ">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://secure.ssa.gov/prweb/PRAuth/app/aarps/external">Log in to AR Portal</a>
|
|
</div>
|
|
|
|
</div>
|
|
<div class="usa-cards-footer-links">
|
|
|
|
<div class="a_hyperlink">
|
|
<a href="documents/DirDepFactsheet.pdf">Direct Deposit of Fees Factsheet</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_tax_info_header">
|
|
<h4 class="usa-card__heading">
|
|
Withdrawal as representative and provide intention for your fee.
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
Use SSA-1696-SUP2 to withdraw an appointment and to indicate whether you are waiving a fee or will file a fee petition.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer ">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ssa-1696-sup2.pdf">Paper SSA-1696-SUP2 (pdf)</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="grid-row">
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_tax_info_header">
|
|
<h4 class="usa-card__heading">
|
|
Fee agreement SSA-1693
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
File a fee agreement between you and your client. Submit the agreement before a determination or decision.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer ">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/ssa1693-online-form">Start electronic SSA-1693</a>
|
|
</div>
|
|
</div>
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ssa-1693.pdf">Paper SSA-1693 (PDF)</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="grid-col-12 tablet:grid-col-6">
|
|
<div class="usa-card__container">
|
|
<div class="usa-card__header usa-card_tax_info_header">
|
|
<h4 class="usa-card__heading">
|
|
Fee petition SSA-1560
|
|
</h4>
|
|
</div>
|
|
<div class="ssa-card__body">
|
|
<p>
|
|
A fee petition is a written request from a representative asking to charge a fee for helping someone
|
|
with their Social Security benefits case.
|
|
</p>
|
|
</div>
|
|
<div class="usa-card__footer ssa-card__footer ">
|
|
<div class="usa-cards-footer-links">
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ssa-1560.pdf">Paper SSA-1560 (PDF)</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
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More resources
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<h5 class="h5-heading">Standards of conduct</h5>
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<p>
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All attorney and non-attorney representatives of claimants who practice before Social Security must comply
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with the Rules of Conduct
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and Standards of Responsibility for Representatives.
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</p>
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<a href="https://www.ssa.gov/representation/conduct_standards.htm">Read the rules of conduct</a>
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<h5 class="h5-heading">Dear Colleague letters</h5>
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<p>
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We share information, ask for help, and invite stakeholders to meetings and forums in our Dear Colleague letters.
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</p>
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<a href="https://www.ssa.gov/news/advocates/">View the dear Colleague letter archive</a>
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<h5 class="h5-heading">Program rules</h5>
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<p>
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Review the laws, regulations, Commissioner rulings, and employee operating instructions like POMS and HALLEX
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that form our program rules.
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</p>
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<a href="https://www.ssa.gov/regulations/index.htm">Read the Social Security program rules</a>
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<h5 class="h5-heading">Hearings-level information</h5>
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<p>
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|
Resources to represent claimants and beneficiaries at the hearings and Appeals Council levels.
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</p>
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<a href="https://www.ssa.gov/appeals/rep_info.html">Learn more about hearings and appeals</a>
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<h5 class="h5-heading">Tips and best practices for appointed representatives</h5>
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<p>
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This 5-paged PDF contains a collection of tips and best practices for Appointed Representatives
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</p>
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<a href="https://www.ssa.gov/representation/documents/Best%20Practices%20and%20Tips.pdf">Open PDF</a>
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<h5 class="h5-heading">Best practices at the hearing and Appeals Council Level</h5>
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<p>
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We are pleased to provide the revised Best Practices for Claimants' Representatives. We hope that all claimants's
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representatives will use these best practices as an aid when advocating or appearing before the
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Social Security Administration.
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</p>
|
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<a href="https://www.ssa.gov/appeals/best_practices.html">View Best Practices</a>
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<h5 class="h5-heading">Electronic Records Express</h5>
|
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<p>
|
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If you are unable to use ERE ARS (the electronics records portal for appointed representatives) then
|
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Electronis Records Express will allow you to upload to the file. ERE does not allow users to view
|
|
documents in the file, only upload.
|
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</p>
|
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<a href="https://secure.ssa.gov/acu/iresear/login">Access Electronic Records Express</a>
|
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<a href="https://www.ssa.gov/ere/index.html">Learn more about Electronic Records Express</a>
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<h5 class="h5-heading">Information for people helping others</h5>
|
|
<p>
|
|
At Social Security, we strive to provide easy and convenient information about our benefits and
|
|
our application process. We are also here when you help others with assistance and support.
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Whether you help a family member or friend or help someone through a group or
|
|
organization, we created this page to help you.
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</p>
|
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<a href="https://www.ssa.gov/thirdparty/">Learn about helping others</a>
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<h5 class="h5-heading">Field or Hearing Office Locator</h5>
|
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<p>
|
|
Contact a field office or hearings office to schedule an appointment, check status, or to speak with
|
|
an SSA technician.
|
|
</p>
|
|
<a href="https://secure.ssa.gov/ICON/main.jsp#officeResults">Find a Field Office</a>
|
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<a href="https://www.ssa.gov/appeals/ho_locator.html">Find a Hearings Office</a>
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<h5 class="h5-heading">Frequently Used Forms</h5>
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<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ha-85.pdf">HA-85 Request to Withdraw a Hearing Request (pdf)</a>
|
|
</div>
|
|
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ha-4608.pdf">HA-4608 Waiver of Your Right to Personal Appearance Before a Judge (pdf)</a>
|
|
</div>
|
|
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ssa-827.pdf">SSA-827 Authorization to Disclose Information to the Social Security Administration (pdf)</a>
|
|
</div>
|
|
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ssa-1560.pdf">SSA-1560 Petition to Obtain Approval of Fees (pdf)</a>
|
|
</div>
|
|
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ssa-1693.pdf">SSA-1693 Fe Agreement for Representation Before the Social Security Administration (pdf)</a>
|
|
</div>
|
|
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ssa-1694.pdf">SSA-1694 Request for Business Entity Taxpayer Information (pdf)</a>
|
|
</div>
|
|
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ssa-1696.pdf">SSA-1696 Claimant's Appointment of a Representative (pdf)</a>
|
|
</div>
|
|
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ssa-1696-sup1.pdf">SSA-1696-SUP1 Claimant's Revocation of the Appointment of a Representative (pdf)</a>
|
|
</div>
|
|
|
|
<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ssa-1696-sup2.pdf">SSA-1696-SUP2 Representative's Withdrawal of Acceptance of an Appointment (pdf)</a>
|
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</div>
|
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|
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<div class="a_hyperlink">
|
|
<a href="https://www.ssa.gov/forms/ssa-1699.pdf">SSA-1699 Registration for Appointed Representative Services and Direct Payment (pdf)</a>
|
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</div>
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<h5 class="h5-heading" style="margin-top: 24px; margin-bottom: 4px;">More Forms</h5>
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<div class="a_hyperlink">
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<a href="https://www.ssa.gov/forms/">SSA Form finder</a>
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