Home
Forms Library
Appointed representative services

Representative Registration 2025

appointed representative services Preview on Page 1

Show details

4.3 out of 5

57 votes

The document is Form SSA-1699, used by the Social Security Administration for registering representatives or updating prior registrations. It outlines the process for registration, including requirements for submitting personal information, obtaining a Representative Identification (Rep ID), and compliance with IRS reporting obligations. The form also includes sections for attestations regarding legal standing and adherence to SSA rules, as well as privacy and paperwork reduction statements.

Here's how it works

01. Edit your appointed representative services online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send ssa 1699 form via email, link, or fax. You can also download it, export it or print it out.

The easiest way to modify Representative Registration in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Adjusting documents with our feature-rich and user-friendly PDF editor is simple. Adhere to the instructions below to complete Representative Registration online easily and quickly:

Sign in to your account. Log in with your credentials or create a free account to test the product prior to choosing the subscription.
Upload a document. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Representative Registration. Effortlessly add and underline text, insert pictures, checkmarks, and icons, drop new fillable fields, and rearrange or remove pages from your document.
Get the Representative Registration completed. Download your modified document, export it to the cloud, print it from the editor, or share it with others through a Shareable link or as an email attachment.

Benefit from DocHub, one of the most easy-to-use editors to rapidly manage your paperwork online!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the difference between IAR and registered representative?

RIA vs. IAR. Often confused online, the registered investment advisor (RIA) is the firm, and the IAR is the individual who represents the firm with clients and the public. There is only one case where the two might be used interchangeably: when an RIA employs one person, an RIA.

What are the duties of a registered representative?

To become registered, securities professionals are required to pass qualification exams to demonstrate competence in their particular securities activities. A FINRA-registered representatives duties may include supervision, sales of securities or training of persons associated with the member firm.

What is the difference between an advisor and a representative?

Common names for investment advisers include asset managers, investment counselors, investment managers, portfolio managers and wealth managers. Investment adviser representatives are individuals who work for and give advice on behalf of registered investment advisers.

Is a registered representative an agent?

A registered representative, also called a general securities representative, a stockbroker, or an account executive, is an individual who is licensed to sell securities and has the legal power of an agent in the United States.

Is a registered representative a fiduciary?

Registered Investment Advisor Representatives are subject to the Fiduciary Standard, which requires them to operate in the clients best interest for the entire duration of the relationship. At no point are they permitted to put their own interests, or the interests of their employer, ahead of the clients.

What is the purpose of the register of representatives?

The purpose of the register of representatives The purpose of the register is to supply sufficient information to the registrar so as to enable the registrar to maintain and continuously update a central register of all representatives and key individuals, which register is published on the FSBs website .fsb.co.za.

What does a registered representative do?

What Is a Registered Representative (RR) A registered representative (RR) is a person who works for a client-facing financial firm such as a brokerage company and serves as a representative for clients who are trading investment products and securities.