Welcome
To comply with the Internal Revenue Code (§§ 6041(a) and 6045(f)) and the
Debt Collection Improvement Act of 1996, as codified at 31 U.S.C. §§ 3325 and 7701,
we are requiring appointed representatives to provide taxpayer identification information as
a prerequisite for
receiving direct fee payment. Starting September 30, 2024, anyone who has not previously registered with us and who wants to be appointed as a representative must register with us using the Form SSA-1699 before we will recognize a new appointment request. This requirement applies even if the individual will not seek direct payment. In addition, anyone who wants to serve as a Point of Contact (POC) for an entity must complete registration using the SSA-1699.
Pursuant to our rules, starting December 9, 2024, we will directly pay entities the fees we authorize to their affiliated representatives when a representative assigns direct payment of their fee to that entity. To receive direct payment the entity must register with us by submitting Form SSA-1694, Entity Registration and Taxpayer Information. On this form the entity must designate a POC to conduct business with us on the entity’s behalf.
Note:
We do not make direct fee payments to business entities that are not registered. An entity must be registered before a representative can assign direct payment of their authorized to an affiliated entity.
For more information on entity registration, see Social Security Online - SSA-1694 Entity Registration and Taxpayer Information.
If you are a representative who is associated with a law firm, partnership, corporation, or multi-member LLC/LLP (LLC — Limited Liability Company, LLP — Limited Liability Partnership) that has attorneys and/or non-attorney representatives as partners or employees, that entity also may provide us with its employer identification number (EIN) and banking information using the Form SSA-1694, Entity Registration and Taxpayer Information. In addition to allowing representatives to assign direct payment of fees to an affiliated entity, the affiliation process will allow us to issue a copy of Form IRS 1099-MISC or 1099-NEC. This will help representatives and entities in their accounting and tax reporting duties. More information about these forms can be found at https://www.irs.gov/instructions/i1099mec. A representative’s affiliation with an entity may affect the way we report the fees we pay to them. Representatives can work both as sole proprietors and affiliate with one or more entities over the course of a calendar year. However, representatives can work only in one capacity on a specific case.
When Should You Complete This Form?
Complete this form to register as a representative or to update a prior registration. You must register before we can process:
- Your appointment as a representative submitted on a Form SSA-1696; or
- Your designation as an entity Point of Contact (POC) on a Form SSA-1694.
Who Should Complete This Form?
You should complete this if you are:
- An individual seeking to be appointed as a claimant’s representative
- An individual seeking to serve as POC for an entity, or
- A registered representative with a case pending at the Hearing or Appeals level wishing to register for eFolder access.
Information You Will Need
Be prepared to provide us with the following information:
- Your personal information (Name, Date of Birth, Social Security Number Home Mailing Address, and Rep ID [if you are already registered and this is an update or a new affiliation]),
- Name and location of a court to which you have been admitted to practice law and are currently in good standing (if applicable),
- Your information as a Representative (your preferred payment method, home address for notices, and your tax mailing address.)
- Bank routing number and account number for direct deposit payments (if applicable), and
- The Employer Identification Number (EIN) for the entities you want to register as affiliates.
Note:
The banking information provided in Section V of the SSA-1699 will be used for direct payment to you as an individual representative when you designate an affiliate entity in a case, but you do not assign direct payment to the entity, or an assignment cannot be processed. If you assign direct payment of your fee to an eligible entity and the payment can be processed, we will use the banking information the entity provided on the SSA-1694 when processing the payment.
Minimum System Requirements
To complete this report online, you will need:
- Adobe Acrobat Reader (To download a free copy, go to http://www.adobe.com/downloads.)
How to complete and submit a new Form SSA-1699 or an update (e.g., new address, phone number, etc.)
- Read the form instructions to complete all necessary sections.
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To register affiliates in Section V, provide each entity’s Employer Identification Number (EIN).
- If you affiliate with more than on entity, complete a separate Section V for each one, when submitting multiple affiliations in a single submission. (Even if an update is required for only one of your employers, submit a completed Section V for each employer every time you submit a new SSA-1699 for an update.)
- If you have multiple affiliates and you are submitting a new affiliation after initial registration, you should submit the entire Form SSA-1699, even when updating information on only part of the form, to ensure proper processing of registration information.
- Review the form for accuracy and completeness to avoid delays in the processing of your submission.
- Print and sign.
- Fax the completed Form SSA-1699, Registration , to the Office of Central Operations at 1-877-268-3827. Do not fax forms for more than one representative at a time. If multiple representatives in the same firm wish to submit their completed Form SSA-1699, they must each fax their forms separately.
You will receive a notice when your registration is complete. If you have questions or problems with your registration or updating your registration, call 1-800-772-6270.
For more information about key features of the 2024 New Rule, see 2024 New Rule | Representing SSA Claimants | SSA. To review the revised 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), see Changes to the Administrative Rules for Claimant Representation and Provisions for Direct Payment to Entities.
Privacy Statement
Sections 206(a) and 1631(d) of the Social Security Act, as amended, allow us to collect this information, which we will use to direct payment of authorized feed and to meet the reporting requirements of the law. Providing this information is voluntary, but not providing all or part of the information may prevent you from serving as an entity POC. As law permits, we may use and share the information you submit, including with employers of claimants representatives, contractors, other Federal agencies, and others, as outlined in the routine uses within System of Records Notice (SORN) 60-0003 and 60-0325, available at www.ssa.gov/privacy.com. The information you submit may also be used in computer matching programs to establish or verify eligibility for Federal benefit programs and to recoup debts under these programs.
Paperwork Reduction Act Statement
This information collection meets the requirements of 44 U.S.C. § 3507, as amended by § 2 of the Paperwork Reduction Act of 1995. You do not need to answer these questions unless we display a valid Office of Management and Budget control number. We estimate that it will take about 20 minutes to read the instructions, gather the facts, and answer the questions. You may send comments on our time estimate above to: SSA, 6401 Security Blvd, Baltimore, MD 21235-6401. Send only comments relating to our time estimate to this address, not the completed form.