Form SSA-1699 is used for Registration for Appointed Representative Services and Direct Payment. The primary purpose of this form is to allow representatives to register for the SSA's Appointed Representative Services and request direct payment of their authorized fees for representing claimants in Social Security matters.
Form SSA-1696-SUP2, the Representative's Withdrawal of Acceptance of Appointment, is used by representatives to officially withdraw their acceptance of an appointment by a claimant. The main purpose of this form is to allow representatives to decline or withdraw their representation of a claimant before the Social Security Administration.
Form SSA-1696-SUP1 serves as the Claimant's Revocation of the Appointment of a Representative. The primary purpose of this form is to allow claimants to revoke their appointment of a representative who was previously authorized to act on their behalf in Social Security matters.
Form SSA-1696, the Claimant's Appointment of Representative, is used by individuals seeking representation in their dealings with the SSA. Its main purpose is to allow claimants to officially appoint a representative to act on their behalf in SSA matters.
For example, if an individual is applying for disability benefits and wants an attorney or advocate to represent them in their case, they would use this form to appoint that representative. The purpose is to establish a legal relationship between the claimant and their chosen representative.
Form SSA-1694 is used for the Request for Business Entity Taxpayer Information. The primary purpose of this form is to collect taxpayer information from business entities that provide representation services to claimants before the SSA.
For example, if a business entity, such as a law firm or a disability advocacy group, wants to provide representation services to SSA claimants, they would use this form to provide their taxpayer information to the SSA. The purpose is to ensure that the SSA has the necessary tax information for tax reporting and compliance purposes.
Form SSA-1693, the Fee Agreement for Representation Before the Social Security Administration, is used to formalize the fee arrangement between representatives and claimants for representing them before the SSA. Its primary purpose is to establish the terms and conditions of the representative's compensation for their services.
Form SSA-1691 serves as the Eligible Non-Attorney Representative Application. The main purpose of this form is to allow non-attorney representatives to apply for eligibility to represent claimants before the Social Security Administration (SSA).
For example, a non-attorney representative who wishes to provide representation to individuals in Social Security matters, such as disability claims, would use this form to apply for eligibility. The form's purpose is to ensure that non-attorney representatives meet the SSA's requirements and are authorized to represent claimants.
Form SSA-1560, the Petition For Authorization To Charge And Collect A Fee For Services Before The Social Security Administration, is used by representatives, attorneys, and other individuals who provide services to claimants seeking Social Security benefits. Its main purpose is to request authorization to charge and collect a fee for these services.
Form SSA-150, the Modified Benefits Formula Questionnaire, serves as a tool to collect information from individuals who may be subject to the Windfall Elimination Provision (WEP) or the Government Pension Offset (GPO). The primary purpose is to gather data necessary for calculating benefits accurately in cases where individuals receive both Social Security and a government pension.
Form SSA-1458 is used for Certification By Religious Group. The main purpose of this form is to allow religious groups or organizations to certify that their members have religious objections to Social Security, Medicare, and/or employer withholding taxes. It is used to request an exemption from these taxes on behalf of their members.
