The representative's fee is the combined total of the Title II portion of the fee
(i.e., wage earner's and auxiliary's(ies'), if any), and the Title XVI portion of
the fee. Title II offset is always applied, unless no Title XVI is payable in the
offset period per GN 02610.018. Thus, if the Title II claim is effectuated first (i.e., Title II continuing monthly
benefits are paid first), all retroactive Title II benefits are still withheld until
Title XVI has been paid and the Title II offset amount is determined.
In most concurrent fee agreement cases, FOs can make inputs to the SSR that will trigger
the automated computation of the Title XVI fee and issuance of a fee notice to the
claimant and representative. Also, after February 27, 2005, when there are past-due
benefits available for direct payment and the representative is eligible for direct
payment, in many fee agreement cases the SSR will compute the fee assessment and trigger
direct payment to the representative.