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  • Request For Appointed Representative's Direct Payment Information

Get Request For Appointed Representative's Direct Payment Information

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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How to fill out the Request For Appointed Representative's Direct Payment Information online

Completing the Request For Appointed Representative's Direct Payment Information form online can be straightforward with the right guidance. This document is essential for individuals seeking direct payment from the Social Security Administration for their representation services.

Follow the steps to complete the form accurately.

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. Enter your personal information. This includes your middle name, first name, last name, suffix, Social Security number, mailing address, and country. Make sure the name is as shown on your Social Security card.
  3. In the professional information section, indicate if you are an attorney or a non-attorney eligible for direct payment. If applicable, provide the name and location of a court where you are admitted to practice.
  4. For the business affiliation section, provide information about all your business affiliations. Select whether you are a sole proprietor/single-member LLC or a partner/salaried employee. If you indicated partnership or employment, include the Employer Identification Number (EIN) and business name.
  5. Provide the notice and payment address if different from the tax mailing address. Indicate if the addresses are the same to avoid unnecessary duplication.
  6. Select your payment preference for the affiliation, choosing either check or direct deposit. If opting for direct deposit, confirm you are the owner or co-owner of the account and enter the required banking details.
  7. Review the perjury statement, then sign and date the form to verify the accuracy of the information provided. Ensure you provide your printed name as well.
  8. Once you have filled out all sections of the form, you can save your changes, download, print, or share the form as needed.

Complete your Request For Appointed Representative's Direct Payment Information form online today!

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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
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
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 WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
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