The representative, either an attorney or a qualified
non-attorney (Hearings, Appeals, and Litigation Law (HALLEX) manual
HA 01110.002 B), whom
the claimant appointed in writing to act on their behalf in pursuing a
claim or asserted right before the Social Security Administration (SSA)
may file a fee petition unless:
•
The representative previously was authorized to receive a
fee for services on that claim, matter, or issue based on an approved fee
agreement, and that authorization remains in effect, or
•
The representative submitted a contingency fee contract
(i.e., agreed to charge and collect a fee only if SSA favorably decides
the claim) and SSA's decision is unfavorable.
Although SSA will not return the fee petition in these situations,
fee authorizers must not authorize any fee in response to the fee
petition. Otherwise, any representative may request a fee for the
services the representative actually provided in pursing the claimant's
benefit rights in proceedings before SSA. If a representative delegates
certain tasks, such as developing the claimant's medical record, to
another person whom the representative supervises and directs, the
representative files a single fee petition which includes the services
of the unappointed assistant. However, services of another person who
actually served as the claimant's representative at a hearing (whether
appointed or not) may not be included in the fee petition. That
person must become an appointed representative (see HALLEX HA 01110.010) and file their
own fee petition, requesting a fee for any services they performed
in representing the claimant. See HALLEX HA 01120.012 C.3.b.
If the claimant appointed more than one representative, each
representative who wants to request a fee for their services must file
a fee petition to request a fee for the services they performed.
In limited circumstances, we will accept a fee petition from an
individual other than the representative. If a representative dies before
filing the fee petition and did not validly assign direct payment of
the fee to an entity, the executor or other legal representative of the
estate may file the fee petition. In the event a deceased representative
validly assigned direct payment of their fee to an entity before their
death, the entity's point of contact (POC) may file a fee petition
to request a fee authorization for the services performed by the
representative. When there is a valid assignment, only the POC may
file the petition. The individual filing the fee petition must submit
proof of the representative's death (e.g., a copy or screenshot of an
obituary or copy of a death certificate) with the fee petition. For
more information see the Program Operations Manual System (POMS) GN 03930.020A. See
POMS GN 03920.021
for further information about the assignment of direct payment of an
authorized fees to an entity, including the roles and responsibilities
of POCs.
Except in the limited circumstances
described above, SSA cannot accept a fee petition filed by another person
even if the representative has signed a power of attorney specifically
authorizing another person to file a fee petition with SSA on the
representative's behalf.