Omb 0960 0527-2025

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The document is a form from the Social Security Administration (SSA) titled 'Appointment of Representative' which allows a claimant to appoint a representative to act on their behalf regarding various Social Security claims. It outlines the responsibilities and powers of the appointed representative, the process for fee agreements, and the conditions under which fees can be charged. The form includes sections for the claimant's information, acceptance of appointment by the representative, and optional waivers regarding fees. Additionally, it provides guidance on what representatives may do and how they may charge for their services.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your full name and Social Security number at the top of the form. If applicable, include the wage earner's name and Social Security number.
In Part I, appoint your representative by providing their name and address. Check the relevant program boxes (e.g., Title II for RSDI, Title XVI for SSI) that pertain to your claim.
Sign and date the form in the designated area to confirm your appointment of the representative.
In Part II, have your appointed representative complete their acceptance of appointment by signing and providing their contact information.
If applicable, complete Parts III and IV regarding fee waivers or direct payment waivers as needed.
Review all entries for accuracy before saving or exporting the completed form from our platform.

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How do I become an appointed representative?

You can apply to be an appointed representative by contacting companies with full licenses and agreeing to go under the umbrella. Some companies will charge a monthly or annual licensing fee for this privilege and some will prefer to have a percentage or profit or revenue.

How do I add a representative to my Social Security?

If the applicant wishes to appoint you as his or her official representative, we will need a written statement appointing you to represent him or her in dealings with Social Security. You may use a Form SSA-1696 (Appointment of Representative) for this purpose.

How do I send power of attorney to Social Security?

You can submit the form online or by mail. If the representative you are appointing is not an attorney, both of you must sign the form. Your representative can also file the form electronically by visiting www.ssa.gov/representation. You will both need to sign the form before submitting it.

Can I call Social Security on behalf of someone else?

You can choose an attorney or other qualified individual(s) to represent you. However, you can't have someone who, by law, can't act as a representative or who we previously suspended or disqualified from representing others.

How do I add an authorized representative to Social Security?

Appointing a Representative You or your representative must file the completed form with us, in-person at your local field office, by mail, or by fax. Review and complete all required sections. If you are appointing multiple representatives, use separate forms for each representative.

Can a family member be a Social Security representative?

It may be a family member, a friend, a legal guardian or a lawyer. Sometimes, however, social service agencies, nursing homes or other organizations offer to serve as payees. If there's someone you would like to have as your payee, you can tell a Social Security representative and we will consider your request.

How do I change my representative payee?

To change your rep payee, you must fill out an application at your local SSA office. The person you select must submit a letter saying s/he is willing to serve as your rep payee.

How do I submit a SSA form 1696?

If you prefer to use the paper version, simply fill out the form online, print and mail it, fax it, or deliver it to us in-person. Send the completed form to your local Social Security office.

Omb 0960 0527-2025

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