A representative who wants to access our electronic services must have at least one
case pending at the hearing or Appeals Council level, and must follow the process
below—even if he or she has already registered for direct payment. An eligible representative
who has not yet registered for direct payment may do so concurrently with registration
for electronic services.
IMPORTANT: We may suspend the in-person registration requirement in the event of an emergency.
We will post any revisions to the registration process on our public Appointed Representative
web site at https://www.ssa.gov/representation/.
To gain access to our electronic services, a representative must:
-
•
Contact his or her local hearing office and request an invitation to enroll. The hearing
office will send an invitation notice and specially marked Form SSA-1699 with an E-folder
enrollment code by postal mail. Click here for our Hearing Office Locator.
-
•
Complete, sign, and fax the Form SSA-1699 to OCO/ERB at 1-877-268-3827. Once we process
the Form SSA-1699, we will mail the representative a UserID (if the representative
is not already registered for direct payment) and RepID.
-
•
Contact the local hearing office upon receipt of a UserID and RepID to arrange a date,
time, and location to complete the in-person enrollment.
-
•
Attend the scheduled in-person enrollment and bring the invitation notice, a valid
government-issued photo ID, and a mobile phone with text message capability. During
enrollment, we will send a password via text message to the mobile phone number the
representative provides to us.
NOTE: A representative who loses a UserID or password, or is locked out of his or her account,
may contact OCO/ERB for assistance at 1-800-772-6270 (TTY: 1-800-325-0778).