Updates to a registered entity’s information must be made by the entity’s designated
POC, who must complete, sign, and submit a Form SSA-1694. The POC must file a new
SSA-1694 to update the name and other information (e.g., address, phone numbers, banking
information) as needed.
Failure to keep all information updated or providing us with incorrect or incomplete
information may result in missed payments, errors on Forms IRS 1099-MISC or 1099-NEC,
and possible placement on the Ineligible for Direct Payment Entities list.
For more information regarding the role and responsibilities of the POC, see GN 03920.021.
a. Entity designates a new POC
If an entity wishes to designate a different POC, the Form SSA-1694 must be submitted
and signed by the new POC, and that person must have registered prior to signing and
submitting the Form SSA-1694.
NOTE: We cannot process an SSA-1694 that does not contain the POC’s Rep ID. An individual
must be registered prior to being designated as an entity’s POC.
When an entity changes its EIN, the entity, through its POC, must file a new Form
SSA-1694 and all affiliated representatives must also file a new Form SSA-1699, see
GN 03913.012.
NOTE: We do not update entity registration information based on phone calls, e-mails, or
other correspondence. Entities must submit new 1694s signed by the POC to update registration
information.
EXAMPLE: Benefit Maxima, LLC, an entity, is purchased by a larger company, We R Benefits, which
results in two companies. Benefit Maxima, LLC retains the original EIN and We R Benefits
acquires a new EIN. Representatives affiliated with Benefit Maxima who also wish to
affiliate with We R Benefits must file a new Form SSA-1699 to reflect the affiliation
information of We R Benefits. Any representatives with active appointments who wish
to change their affiliation in those appointments must also file a new Form SSA-1696
(or section 5 of the Form SSA-1696) to reflect the new affiliation. If those representatives
also wish to assign direct payment of their fees to that entity, they may do so on
the same Form SSA-1696.