Form Ssa 1699 PDF Details

In the realm of Social Security Administration interactions, the SSA 1699 form plays a crucial role for individuals seeking official recognition as appointed representatives, enabling them to receive direct payment for their services. This form is essential not only for new registrations but also for updates by those who have previously registered for direct payment before October 31, 2009, or have become appointed representatives afterwards and need to update their details. Additionally, the form serves a vital function for those instructed by the Social Security Administration to complete it, ensuring compliance with sections 6041 and 6045(f) of the Internal Revenue Code concerning the issuance of IRS Form 1099-MISC for direct payments amounting to $600 or more within a tax year. It's a straightforward yet indispensable tool for facilitating the legal and financial aspects of representing Social Security claimants, underscoring the importance of proper compliance and accurate submission to avoid any potential impediments in the representation process. The instructions highlight a clear process for submission, including a dedicated fax number and the expectation of a notice containing a Representative Identification (Rep ID) upon successful initial registration. Moreover, it underscores the conditions under which an individual may or may not need to complete the form, tailored guidance for attorneys, and specifies how and when to update registration information to maintain active and accurate representation credentials.

QuestionAnswer
Form NameForm Ssa 1699
Form Length8 pages
Fillable?No
Fillable fields0
Avg. time to fill out2 min
Other namesform 1699, social appointed representative, social appointed representative form, ssa appointed representative

Form Preview Example

Registration for

Appointed Representative Services and Direct Payment

Purpose of Form

Complete this form if you:

want to register for direct payment of fees,

registered for direct payment of fees prior to 10/31/2009 and need to update your information,

registered as an appointed representative on or after 10/31/2009 and need to update your information, or

received a notice from the Social Security Administration instructing you to complete this form.

NOTE: If you are not in the business of providing services to Social Security claimants and beneficiaries, but will be appointed as a representative for a relative, friend, or other acquaintance, YOU DO NOT NEED TO COMPLETE THIS

FORM.

This form also collects information necessary to conform to Internal Revenue Code sections 6041 and 6045(f), which require us to issue IRS Form 1099-MISC to individuals who represent claimants and receive direct payment of $600 or more during a tax year.

General Information and Instructions

Complete this form and fax it to the Office of Central Operations at 1-877-268-3827. Do not fax more than one

Form SSA-1699 at a time.

You will receive a notice containing your Representative Identification (Rep ID) once your initial registration is complete. Allow 2 to 3 weeks to receive your notice.

If you are currently suspended or disqualified from representing claimants in dealings with the Social Security Administration, you may not register until your suspension has ended or we have reinstated you.

You must update your registration by completing a new form if your personal, professional, or business affiliation information changes including information related to disbarments, suspensions, or sanctions.

We may return incomplete or inaccurate forms.

For more information, please call 1-800-772-6270 or visit our website at www.socialsecurity.gov/ar. If you are hearing impaired, call our TTY number at 1-800-325-0778. You may also visit your local Social Security office.

Explanation of Terms for Completing This Form

Representative – an attorney or individual other than an attorney who meets all of our requirements and is appointed to represent claimants in dealings with us.

Representative Identification (Rep ID) – a 10-character ID that we assign. You will use this Rep ID in lieu of your Social Security Number (SSN) if you need to update information on this form.

Form SSA-1699 (09-2013)

Privacy Act Statement

Collection and Use of Personal Information

Sections 206(a) and 1631(d) of the Social Security Act, as amended, authorize us to collect this information. The information. We will use the information you provide to facilitate direct payment of authorized fees and to meet the reporting requirements of the law.

The information you furnish on this form is voluntary. However, failure to provide the requested information will prevent you from serving as an appointed representative.

We generally use the information you supply for the purpose of facilitating payments. However, we may use it for the administration and integrity of Social Security programs. We may also disclose information to another person or to another agency in accordance with approved routine uses, which include but are not limited to the following:

1.To enable a third party or an agency to assist Social Security in establishing rights to Social Security benefits and/ or coverage;

2.To comply with Federal laws requiring the release of information from Social Security records (e.g., to the Government Accountability Office and Department of Veterans' Affairs);

3.To make determinations for eligibility in similar health and income maintenance programs at the Federal, State, and local level; and

4.To facilitate statistical research, audit or investigative activities necessary to ensure the integrity of Social Security programs.

We may also use the information you provide in computer matching programs. Matching programs compare our records with records kept by other Federal, State, or local government agencies. Information from these matching programs can be used to establish or verify a person's eligibility for Federally-funded or administered benefit programs and for repayment of payments or delinquent debts under these programs.

Additional information regarding this form, routine uses of information, and our programs and systems, is available on-line at www.socialsecurity.gov or at your local Social Security office.

Paperwork Reduction Act Statement

This information collection meets the requirements of 44 U.S.C. § 3507, as amended by section 2 of the Paperwork Reduction Act of 1995. You do not need to answer these questions unless we display a valid Office of Management and Budget control number. We estimate that it will take 20 minutes to read the instructions, gather the facts, and answer the questions. You may send comments on our time estimate, not the completed form, to SSA, 6401 Security Boulevard, Baltimore, MD, 21235-6401

Form SSA-1699 (09-2013)

How to Edit Form Ssa 1699 Online for Free

Completing forms with this PDF editor is more straightforward in comparison with anything. To enhance form appointed representative the document, there is nothing you will do - only follow the actions below:

Step 1: Click the button "Get Form Here".

Step 2: The instant you access the form appointed representative editing page, you will see each of the functions it is possible to take regarding your file in the upper menu.

Create the form appointed representative PDF by typing in the content necessary for every single area.

social security appointed get empty fields to fill in

You need to insert the details within the section Additional information regarding, Paperwork Reduction Act Statement, and This information collection meets.

Completing social security appointed get stage 2

Mention the significant details in If you registered as an Appointed, Your First Name, Your Middle Name, Your Last Name, Your Suffix if any, Your Date of Birth MMDDYYYY, Your Social Security Number, Your Home Mailing Address, Street Line Line, City, ZIPPostal Code, Country if outside the US, and State segment.

social security appointed get If you registered as an Appointed, Your First Name, Your Middle Name, Your Last Name, Your Suffix if any, Your Date of Birth MMDDYYYY, Your Social Security Number, Your Home Mailing Address, Street Line  Line, City, ZIPPostal Code, Country if outside the US, and State blanks to complete

Please be sure to include the rights and responsibilities of the sides within the Your Daytime Telephone Number, Your Home Fax Number Optional, CountryArea Code, Phone Number, Extension, CountryArea Code, Fax Number, Your Email Address Optional Used, and Form SSA Destroy Prior Editions box.

Finishing social security appointed get part 4

Terminate by reading the following areas and preparing them as required: Are you currently in good standing, Yes Go to Section III, No Go to Section IV, NOTE If you are not in the, Section III Your Bar and Court, Provide information for one state, Court or Bar, Year Admitted YYYY, and Court or Bar License Number If one.

stage 5 to finishing social security appointed get

Step 3: When you pick the Done button, your finished document is easily transferable to any kind of of your devices. Or, you can deliver it using email.

Step 4: Generate copies of the form - it will help you keep away from future challenges. And don't get worried - we don't distribute or look at your information.

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