TN 1 (07-10)
GN 03913.015 Updating Individual Registration Information for Appointed Representative Services and Direct Payment of Fees
A. Updating individual registration information for appointed representative services and direct payment
Representatives use the paper Form SSA-1699 (Registration for Appointed Representative Services and Direct Payment) to let us know about changes in their registration information. This includes updates to address, affiliation, or payment (check or direct deposit) information for direct payment of representative fees.
NOTE 1: When a representative stops working for a firm and no longer wants to have his or her clients linked with the firm’s EIN, the representative must submit a letter explaining that he or she is no longer affiliated with the specific firm and submit an SSA-1699 without the firm’s EIN information.
NOTE 2: When a representative is adding or deleting an affiliation, he or she must also file a new Form SSA-1695 for each pending claim if the representative wants to change his or her payment address, other payment information, or provide a new EIN (affiliation) to reflect on Form 1099-MISC. (The representative must submit an updated SSA-1699; however, completing an SSA-1699 does not change the way we make payments on an existing claim, only on future claims.) To view this form, go to SSA-1695. Members of the public may access our forms and find additional information on our Representing Social Security Claimants website: http://www.ssa.gov/representation/.
B. Policy on revising appointed representative registration information
Representatives must use the SSA-1699 to update their own registration information whenever there is a change. They must also complete the attestation sections of the SSA-1699 and sign the form each time they change their registration information.
NOTE: Field Office (FO) and Teleservice Center employees do not update registration information based on phone calls, interviews, or other correspondence.
C. Procedure for appointed representative updating registration information
The procedures for updating registration information depend on a representative’s original date of registration. A representative may not be able to recall whether he or she registered after the material date of October 30, 2009, but the existence of a Rep ID is key. A fill-in on Form SSA-1699 prompts for a Rep ID for those who completed the registration process, or an update, after October 31, 2009.
1. Representatives who registered for appointed representative services and direct payment of fees after October 30, 2009
Representatives who registered for appointed representative services and direct payment of fees after October 30, 2009, must complete certain parts of a paper Form SSA-1699 when they need to revise their registration information, even though they may have previously registered online. The SSA-1699 update must include the representative’s name, Rep ID, and any information that has changed. Representatives must also complete the attestation sections and sign the form.
2. Representatives who registered for direct payment using the registration process in place prior to October 31, 2009
Representatives who registered for direct payment using the registration process in place prior to October 31, 2009, must complete a new paper SSA-1699 in its entirety to:
Revise their address, affiliation, or payment (check or direct deposit) information for direct payment of fees from their clients’ past-due benefits, or
Obtain a User ID to initiate access to certain electronic services per GN 03913.020, and
Obtain a Rep ID to use in lieu of his or her Social Security number when updating registration information in the future.
The Office of Earnings Operations (OEO) in the Office of Central Operations (OCO) receives Form SSA-1699, including updates, by fax from representatives and FOs. The dedicated OEO fax number for the SSA-1699 is 1-877-268-3827. FOs and representatives should fax the forms, one form at a time, to this dedicated fax number. The field office shreds the SSA-1699, after successfully faxing the form to OEO.
NOTE: OEO does not input any forms related to appointed representatives other than Form SSA-1699, nor does OEO handle correspondence from representatives.