Completing the SSA-1699: Representative Registration

Representative Registration

All Appointed Representatives assisting SSI/SSDI claimants using the SSA-1696: Appointment of Representative must register as an individual Representative using the SSA-1699: Representative Registration form.

• You must only register once using the SSA-1699 unless your information changes. 
• If you are already registered and your information has not changed, you do not need to register again.
• You will still need to submit a new SSA-1696 with every new claimant you represent.

Instructions for Completing the Form

Follow the instructions below to complete your form. Then, fax the completed form to SSA’s Office of Central Operations at 1-877-268-3827 for processing. It cannot be mailed.

Section I: Your Personal Identification and Home Contact Information

• You will need to provide your personal Social Security Number, Date of Birth, home address, and phone number in Section I. SSA uses this to verify your identity as it exists in their system. 
• You will be able to provide your business or organization’s address in Section IV.
• The claimants you assist will not receive a copy of this form. It is between you and SSA to receive an Appointed Representative ID. 

Section II: Your Representational Standing

• You will indicate whether you are an attorney or non-attorney. If you are not an attorney, select “No” and proceed to Section IV. 
• Attorneys will complete Section III.

Section III: Your Bar and Court Information   

• If you are an attorney, complete this section with information about the state, U.S. Territory, or U.S. Federal Court where you currently have good standing and the right to practice law. 

Section IV: Your Information as a Representative

• You can complete this section with your agency or organization’s address, phone number, and work email address. 
• For question #4, you will select “No,” regarding the direct payment of fees. SOAR providers do not accept payment directly from claimants. Proceed to Section VI. 

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

• Even though you might work for an organization, SOAR providers will skip this section. This section is only relevant to those collecting a fee or direct payment. 

Section VI: Attestations and Questions for Representation

• You must attest to your responsibilities and rules of conduct as a representative. 
• If you answer “yes,” to any of the scenarios in question 2, you must explain in question 3. 

Section VII: General Attestations

• You must attest to privacy, honesty, and other general guidelines. 

Perjury Statement

• You will sign and date the form with ink rather than an e-Signature.

Processing and Follow-Up

• Fax the complete form to SSA at 1-877-268-3827. (The form must be faxed. If you don't have a fax machine, businesses that provide shipping services or your local library may be able to assist. There are also free and paid online fax services).
• If SSA has any questions about the form, they will contact the representative and ask them to complete and resubmit the form. SSA will make up to three attempts to contact the representative by telephone at different times of day on three separate days.
• If the form is submitted completely and correctly, SSA will send out the Appointed Representative ID number via mail in approximately 2-3 weeks.
• You will receive a separate letter with your User ID for accessing the Appeals and Appointed Representative Processing (AARPS) portal for SSA-appointed representatives. 
• If you do not receive your letter after 2 weeks, call SSA's Appointed Representative Services at 1-800-772-6270.
• Once you have your Appointed Representative ID, you will include it on top of each SSA-1696 that you submit for each claimant. 
• You will only need to submit another SSA-1699 if your information changes.

See a Sample SSA-1699 Annotated for SOAR Providers