Identification Number:
GN 03905 TN 14
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. 14, 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

Upon Receipt

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 03905.020 Registration, Appointment and Services for Representatives (RASR) Registration Notices

Section 3 REP106 -Notification of Failed Registration to Representative

We are adding this notice for successful registration of an entity. This is a template for a notice that must be created manually.

GN 03905.020 Registration, Appointment and Services for Representatives (RASR) Registration Notices

A. When to use

We use RASR system to register representatives. Once we complete the registration by entering the information of Forms SSA-1699 and SSA-1694, RASR automatically releases notices to appointed representatives and their claimants. This section contains RASR sample notices related to registration.

B. Exhibits

1. RSR101 - Registration confirmation

Thank you for submitting your information to register with us. Your registration is now complete.

We have assigned you two access identifications: a USER ID and a REP ID. You will need your REP ID to do business with us as an appointed representative. Your USER ID is for access to the Social Security Administration's online services. Please keep this information in a safe place.

USER ID: AABB0007

REPID: RCC1RSXLXL

If you have not created a password in our Business Services Online (BSO) portal, please visit www.socialsecurity.gov/ar to create one. On the informational page titled "Appointed Representative Services", select "Click this link to go to the login page" under "Current ARS Users" to create a password.

The password you choose during the registration process is valid for 90 days. You must change your password during the login process if your password is older than 90 days. Your password may contain any combination of eight letters and numbers. No special characters are allowed (e.g., # or &).

Do not share your User ID or leave it where others can access it. Go to www.socialsecurity.gov/ar to change your password if it is compromised.

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.socialsecurity.gov/representation for general information.

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

2. RSR102 - Registration update

Thank you for updating your user information.

We are writing to inform you that we have made the following changes to your record:

Section I: Your Personal Identification and Home Contact Information

Choices:

  • We changed your Contact Name. NOTE: We use your name exactly as it appears

on your Social Security card. If you want to use a different name, contact your local Social Security office to change the name currently in our records.

  • You must either receive a new card or receive confirmation that we processed

your name change prior to completing another SSA-1699 form to update your Contact Name.

  • You requested that we change your Home Mailing Address.

  • You requested that we change your Telephone Number, Fax Number, or Email

Address.

Section III: Your Bar and Court Information

You requested that we change your Court or Bar Name, Status, Year Admitted or License Number.

Section IV: Your Information as a Representative

Choices:

  • You requested that we change your Address for Receipt of Notices. If you are currently

eligible for Direct Payment of fees and receive your payment in the form of a paper check, your paper check will be mailed to this address.

  • You requested that we change your Business Telephone Number, Business Fax Number, or Business Email Address.

  • You are eligible for Direct Payment of fees. If you have not provided your preferred payment method, you will receive payment in the form of a paper check.

  • Your paper check will be mailed to your Address for Receipt of Notices.

  • You requested that we change your preferred payment method to check. Your paper

check will be mailed to your Address for Receipt of Notices.

  • You requested we change your financial account information.

  • You requested that we change your preferred payment method to Direct Deposit.

  • You requested that we change your Tax Address. This is the address where we

will send your Form "1099-MISC."

  • You are no longer eligible for Direct Payment.

Section V: Your Information When You Are Working for a Firm or Organization

Choices:

  • You requested that we add, change, or end a Firm(s) or Organization(s) that you will be affiliated with as a representative.

  • You requested that we change your Address for Receipt of Notices when you are working for a Firm or Organization.

  • You requested that we change your Business Telephone Number, Business Fax Number,

or Business Email Address when you are working for a Firm or Organization.

  • You requested that we change your preferred payment method to check when you are working for a Firm or Organization. Your paper check will be mailed to your Address for Receipt of Notices.

  • You requested we change your financial account information when you are working

for a Firm or Organization.

  • You requested that we change your preferred payment method to Direct Deposit when you are working for a Firm or Organization.

Section VI: Attestation and Questions for Representation

You requested that we add information to your record related to your representational status.

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.socialsecurity.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 may call the TTY number, 1-800-325-0778 between 7:00 a.m. and 5:30 p.m. Eastern time, Monday through Friday. We can answer most of your questions over the phone. 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.

3. REP106 -Notification of Failed Registration to Representative

This notice must be created manually.

We received your submission of Form SSA-1699, Representative Registration, but we are unable to process it because it is incomplete and/or contains incorrect information. In order for us to process Form SSA-1699, you must submit a complete, current version of Form SSA-1699. The current version of this form is available online in PDF format at https://www.ssa.gov/forms/ssa-1699.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 1-877-268-3827 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.socialsecurity.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 may call the TTY number, 1-800-325-0778 between 7:00 a.m. and 5:30 p.m. Eastern time, Monday through Friday. We can answer most of your questions over the phone. 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 14 - Forms, Exhibits and Notices for Representatives - 9/30/2024