Form Ssa 1696 U4

Form SSA 1696-U4, Appointment of Representative form, is used to appoint someone to represent the person who is applying to receive social security benefits. If the representative is a lawyer, the lawyer may not begin charging the applicant until they receive approval from the Social Security Administration. Both the applicant and the suggested representative must sign this document before it is submitted.

What is a SSA 1696?

This form will be used by the Social Security Administration for the purpose of dealing with various Social Security benefits. A Form SSA 1696-U4 is known as an Appointment of Representative form. This person will represent the individual who is applying for benefits through Social Security. The representative can be a lawyer or a non-attorney. Representatives cannot charge the applicant until the Social Security Administration authorizes the fee.
This form serves as a written statement to allow someone to be your representative in your Social Security case. The claimant will need to include their personal information, including social security number, in order to be identified. They will need to indicate the role their representative will be taking. The person who is becoming a representative will then need to make a statement saying they are accepting the role. Both parties must sign the form before submitting it.

How to complete an SSA 1696 (Step by Step)

To complete a SSA-1696-U4, you will need to provide the following information:

  • Name of claimant
  • Social security number
  • Wage earner
  • Social security number
  • Part 1 - Claimant’s Appointment of Representation
    • Name of individual
    • Representative for claim under: Title II (RSDI), Title XVI (SSI), Title XVIII (Medicare), Title VII (SVB)
    • Authorization of SSA to release information about pending claims
    • Principal representative
      • Signature
      • Address
      • Telephone number
      • Fax number
      • Date
  • Part 2 - Representative’s Acceptance of Appointment
    • Name
    • Whether representative is an attorney and eligible to receive direct payment under SSA law
    • Whether representative has ever been disbarred or suspended from a court or bar where I representative was admitted to practice
    • Whether  representative has been disqualified from participating in or appearing before a Federal program or agency 
    • Signature
    • Address
    • Telephone number
    • Fax number
    • Date 
  • Part 3 - Fee Arrangement
    • Whether representative is charging a fee and requesting direct payment
    • Whether representative is charging a fee and waiving direct payment
    • Whether representative is waiving fees and expenses from the claimant and any auxiliary beneficiaries
    • Whether representative is waiving fees from any source
  • Signature

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Sample Form Ssa 1696 U4

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