Effective Dates: 9/30/2024 - Present

Identification Number:
GN 03905 TN 13
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. 13, 09/30/2024

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;RCOVTA,
ODD-DDS: DHU,
FO/TSC: CS, CS TII, CS TXVI, CSR, CTE, FR, OA, OS, RR, TA, TSC-CSR;

Originating Component

ODP

Effective Date

09/30/2024

Background

We published a final rule on August 21, 2024. The regulation establishes a process for representatives to assign direct payment of fees to entities and the mandatory use of the form SSA-1696. The changes implemented in this section are part of several changes to our subregulatory guidance in accordance with the First Circuit Court decision in Marasco & Nesselbush, LLP v. Tara Collins and Social Security Administration. These notices are necessary to inform entities and their POCs of our process.

Summary of Changes

GN 03905.016 Registration of an Entity Notices

This is a new section with two notices for entity registration.

Notice RSR101- Notification of Successful Registration to Entity will be released through RASR.

MAO102 – Notification of Failed Registration to Entity. This is a template for a notice that must be released manually.

GN 03905.016 Registration of an Entity Notices

 

A. When to use

Appointed representatives have the option to assign the right to direct payment of their authorized fees to entities. The entities must register to be eligible for direct payment. The notices in this section are for successful or unsuccessful registration.

B. Exhibits

 

1. RSR121 – Notification of Successful Registration to Entity 

This notice will be available through RASR.

Attention: [Entity’s POC Name]

We received and successfully processed registration Form SSA-1694, Entity Registration and Taxpayer Information, for [Entity Name]’s [Entity EIN]. As requested, the tax mailing address we will use for [Entity Name] is

[Entity Tax or Mailing Address]

[Entity Name] identified

[Entity's POC Name]

[Entity's POC Rep ID]

[Entity’s POC Phone Number]

as the point of contact for our communications with the entity. We will contact [Entity’s POC Name] with any inquiries.

It is important to keep all information, including the point of contact’s and the entity’s details, up to date. Use Form SSA-1694 to update [Entity name]'s information.

Suspect Social Security Fraud?

If you 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

Please visit our Representing Claimants website at www.ssa.gov/representation for general information.

If you have questions, please call us at 1-800-772-6270. If you are deaf or hard of hearing, you can call the TTY number, 1-800-325-0778 between 7:00 a.m. and 5:30 p.m. Eastern time, Monday through Friday. When you call, please have this letter with you to help us answer your questions. If you have questions about reporting income or Form 1099-MISC, please contact the Internal Revenue Service.

2. MAO102 – Notification of Failed Registration to Entity

This notice must be created manually.

Attention: [Entity POC or potential POC Name, if identifiable]

We received your submission of Form SSA-1694, Entity Registration and Taxpayer Information, but we are unable to process it because it is incomplete and/or contains incorrect information. In order for us to process Form SSA-1694, you must submit a complete, current version of Form SSA-1694. The current version of this form is available online in PDF format at https://www.ssa.gov/forms/ssa-1694.pdf. Please submit a new, current form and follow the instructions closely to make sure you accurately complete all sections you are required to complete. Provide all information requested in these sections, including signatures, unless the form specifically labels the item as optional.

Please send us the corrected form by fax at 1-833-597-1429 or by mail to the above address.

Suspect Social Security Fraud?

If you 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

Please visit our Representing Claimants website at www.ssa.gov/representation for general information.

If you have questions, please call us at 1-800-772-6270. If you are deaf or hard of hearing, you can call the TTY number, 1-800-325-0778 between 7:00 a.m. and 5:30 p.m. Eastern time, Monday through Friday. When you call, please have this letter with you to help us answer your questions.

If you have questions about reporting income or Form 1099-MISC, please contact the Internal Revenue Service.

 


GN 03905 TN 13 - Forms, Exhibits and Notices for Representatives - 9/30/2024