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  • Request For Appointed Representative's Direct Payment Information

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Form Approved OMB No. 0960-0732 Social Security Administration Request for Appointed Representative's Direct Payment Information PERSONAL INFORMATION Middle Name First Name Last Name Suffix Social.

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An appointed representative is an exempt person in relation to a regulated activity comprised in the carrying on of that business for which the person's principal has accepted responsibility (section 39,FSMA).

A claimant may appoint a qualified individual to represent him or her in doing business with Social Security. The appointment must be in writing and must be filed with SSA.

You can use the Appointment of Representative (AOR) form CMS-1696* or you can make your own statement (an equivalent written notice) as long as it contains all the required information. In addition, we may also accept other forms of legal documentation.

You may be wanting to become an insurance broker or are an existing brokerage looking for a change. Wherever you are in your career, deciding which route to take to become authorised is a big decision. On one hand, you can become directly authorised with the FCA, a process that can take 6 to 12 months.

An authorised firm which appoints representatives in this way is referred to as a 'principal'. In appointing an AR, the principal assumes responsibility for the regulated activities carried on by the AR that have been agreed with the AR in a written contract.

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 .ssa.gov/representation.

As an appointed representative, you can be approved in a few weeks. An appointed representative is less expensive to apply and run than being directly authorised. The costs are incurred against the principal agent who may charge you a licensing fee or percentage of profits.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232