The SSA-1696-U4 permits individuals to authorize the release of records to an appointed
representative and designated associates, who perform administrative duties (e.g.
clerks, partners, and or parties under contractual arrangements (e.g., copying services)
for or with the appointed representative, by selecting the appropriate box on the
SSA-1696-U4. If we receive a notice of appointment (SSA-1696-U4 or equivalent writing)
authorizing us to release records to a designated associate, a separate SSA-3288 (or
other consent form meeting our requirements) is not required as long as the appointed
representative is representing the individual in a matter currently pending with SSA.
The appointed representative must request records or other information from the Social
Security FO that services the mailing address ZIP code of his or her client (See GN 03305.020).
NOTE: While we will disclose information to appointed representatives outside of the United
States (U.S.), we will not disclose information to these representative's designated
associates located outside of the U.S., unless the claimant provides prior written
consent naming the designated associate for whom disclosure is permitted.