The SSA-1696-U4 permits individuals to appoint a representative, who may receive records
in the performance of their appointed representative duties. The SSA-1696-U4 also
allows individuals to consent to the release of their records to their appointed representatives’
designated associates, who perform administrative duties (e.g. clerks, partners, and/or
parties under contractual arrangements (e.g., copying services) 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 us.
The appointed representative must request records or other information from the appropriate
Social Security office (field office or Hearing Office) that services the mailing
address ZIP code of their client (See GN 03305.020).