Effective Dates: 5/16/2023 - Present

Identification Number:
GN 03905 TN 11
Intended Audience:See Transmittal Sheet
Originating Office:ORDP ODP
Title:Forms, Exhibits and Notices for Representatives
Type:POMS Full Transmittals
Program:All Programs
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM

Part GN – General

Chapter 039 – Representation and Representative's Fee

Subchapter 05 – Forms, Exhibits and Notices for Representatives

Transmittal No. 11, 05/16/2023

Audience

PSC: BA, CA, CS, DE, DEC, DS, ICDS, IES, ILPDS, ISRA, PETE, RECONR, SCPS, TSA, TST;
OCO-OEIO: BIES, CAQCR, CR, PETL, RECONR, RECOVR;
OCO-ODO: BTE, CR, CST, CTE, CTE TE, DS, PETE, PETL, RECOVR, RECOVTA;
ODD-DDS: DHU;
FO/TSC: CS, CS TII, CS TXVI, CSR, CTE, FR, OA, OS, RR, TA, TSC-CSR;

Originating Component

ODP

Effective Date

Upon Receipt

Background

In January 2023, we received AC approval for changes to GN 03910.040 and published the section. As part of the revision, we changed the process so that technicians will no longer return invalid appointment forms. We also need to change similar language in this POMS section. The notice language in DPS has been changed to match the change of the process.

Summary of Changes

GN 03905.055 Invalid Appointment Forms

A. When to Use

Changed language to reflect the change of the process.

B. Exhibits

1. Changed notice language to reflect the approved and revised language in DPS. We added the UTI identifier.

2. Changed notice language to reflect the approved and revised language in DPS.

 

GN 03905.055 Invalid Appointment Forms

A. When to use

Sometimes representatives submit notices of appointment (e.g. form SSA-1696 or "equivalent writing") before a claimant submits an application for benefits. In other cases, the notice of appointment is missing information needed to process the appointment. When we receive these early or incomplete notices of appointment, we will not return them. Instead, we will notify the sender of the error using the following language available in the Document Processing System (DPS). Technician can find the full notices by title on DPS.

B. Exhibits

1. No Pending Claim

REP028

We could not process the appointed representative forms you submitted for [INSERT: Claimant’s Name] because [INSERT: Claimant’s Name] does not have a matter pending before us, or did not have a matter pending before us at the time we received your forms.

If your client intends to file a claim for benefits, an appeal or other matter, or you submitted an iClaim on their behalf, please re-submit your documents once this matter is filed.

Please resubmit your appointment forms after your client files a matter, such as a claim for benefits with us. If you submitted an iClaim on your client’s behalf, please resubmit your appointment forms after the iClaim has been properly signed.

Suspect Social Security Fraud?

Please visit http://oig.ssa.gov/r or call the Inspector General's Fraud Hotline at

1-800-269-0271 (TTY 1-866-501-2101).

If You Have Questions

We invite you to visit our website at www.socialsecurity.gov to find general information about Social Security. If you have any specific questions, you may call us toll-free

at 1-800-772-1213, or call your local Social Security office at 866-331-2307. We can answer most questions over the phone. If you are deaf or hard of hearing, you may call our TTY number, 1-800-325-0778. You can also write or visit any Social Security office. The office that serves your area is located at:

SOCIAL SECURITY

STREET

CITY, STATE ZIP

If you do call or visit an office, please have this letter with you. It will help us answer your questions. Also, if you plan to visit an office, you may call ahead to make an appointment.

This will help us serve you more quickly when you arrive at the office.

2. Appointment Form Invalid

REP036:

We could not process the appointed representative forms you submitted for [claimant's name] because the information submitted is incomplete. Please provide the following information:

REP037 – optional: The claimant’s personal identifying information (e.g., Social Security number (SSN), name, address, phone number)

REP038 - optional: The claimant’s signature

REP039 - optional: The non–attorney representative’s signature

REP040 - optional: The representative’s identifying information (e.g., name)

Suspect Social Security Fraud?

Please visit http://oig.ssa.gov/r or call the Inspector General's Fraud Hotline at

1-800-269-0271 (TTY 1-866-501-2101).

If You Have Questions

We invite you to visit our website at www.socialsecurity.gov to find general information about Social Security. If you have any specific questions, you may call us toll-free at 1-800-772-1213, or call your local Social Security office at 866-331-2307. We can answer most questions over the phone. If you are deaf or hard of hearing, you may call our TTY number, 1-800-325-0778. You can also write or visit any Social Security office. The office that serves your area is located at:

SOCIAL SECURITY

STREET

CITY, STATE ZIP

If you do call or visit an office, please have this letter with you. It will help us answer your questions. Also, if you plan to visit an office, you may call ahead to make an appointment.

This will help us serve you more quickly when you arrive at the office.

GN 03905 TN 11 - Forms, Exhibits and Notices for Representatives - 5/16/2023