The SSA 1696 form, officially called the “Appointment of Representative” form, allows individuals receiving Social Security benefits to appoint someone to act on their behalf.
This is particularly helpful for seniors or individuals who are unable or unwilling to manage their own Social Security Administration (SSA) accounts due to age, illness, or disability.
Appointing a representative can ensure their Social Security matters are handled properly, including retirement, disability, and Supplemental Security Income (SSI) claims.
In this guide, we’ll walk you through the key steps to fill out the SSA 1696 form and appoint a representative.
What is SSA 1696 Form?
The SSA 1696 form allows you to authorize another person—whether a family member, attorney, or non-attorney representative—to handle your Social Security matters.
Once this form is filed, the appointed representative gains access to your Social Security records, can receive confidential information, and may make decisions on your behalf.
Using this form offers several benefits:
- Expert guidance: Representatives, particularly attorneys, can guide you through complex Social Security processes.
- Time-saving: You can avoid the burden of navigating the Social Security system on your own.
- Confidentiality: Your representative can receive sensitive information to better manage your case.
- Higher chances of success: Having professional representation can improve your odds of getting approved for benefits.
- Stress reduction: A representative can help alleviate the stress associated with managing Social Security claims.
Who Can Be Appointed as a Representative?
Several types of individuals or organizations can be appointed as a representative under SSA guidelines, including:
- Attorneys: Licensed attorneys who are in good standing with any state bar can represent you.
- Non-attorney representatives: These are individuals accredited by the SSA who have knowledge or experience in Social Security law.
- Family members or friends: Sometimes a trusted relative or friend can be appointed, provided they are authorized by the claimant.
- Advocacy groups: Organizations like the National Organization of Social Security Claimants’ Representatives (NOSSCR) may provide professional assistance.
If you’re unsure who to appoint, the SSA can provide a list of authorized representatives in your area.
How to Fill Out the SSA 1696 Form
There are multiple ways to complete and submit the SSA 1696 form—either in person, by mail, or online. Here’s a step-by-step guide for filling it out:
1. Download or Obtain the Form
You can download the SSA 1696 form directly from the SSA website or pick up a copy from your local SSA office. If you’re completing the form online, make sure to log into your SSA account first.
2. Complete the Applicant’s Information (Claimant)
In the first section of the form, you’ll need to provide basic details about the person who is appointing the representative (the claimant). Information includes:
- Full name of the applicant
- Social Security number
- Contact information (phone number, mailing address, etc.)
3. Fill Out the Representative’s Information
Next, you’ll enter the details of the person or organization you are appointing as your representative. You’ll need to include:
- Full name of the representative
- Their contact information
- Relationship to the applicant (e.g., attorney, family member, friend, etc.)
4. Representative’s Authorization
The appointed representative will need to sign the form to confirm they agree to act on your behalf. This signature is crucial for making the representation official.
5. Document Verification
Attach all required documentation for verification purposes. This will include:
- For the claimant: Proof of identity such as a government-issued ID or Social Security card.
- For the representative: Documentation confirming their identity and qualification (if necessary), especially for attorneys and accredited representatives.
6. Submit the Form
Once you’ve filled out the form and attached all necessary documents, you can submit it using one of the following methods:
- Online: Log into your SSA account, find the SSA 1696 form in the services section, fill it out digitally, and submit it. Make sure to upload all supporting documents.
- By mail: Print and mail the form along with the required documentation to your local SSA office.
- In person: Visit your local SSA office and hand-deliver the completed form.
Once submitted, the SSA will process the form and notify you of their decision through your registered mobile number or email.
Important Details to Remember
| Step | Action |
|---|---|
| Obtain the form | Download it online or pick it up from your local SSA office |
| Fill in applicant info | Include name, SSN, and contact details |
| Enter representative info | Provide representative’s name, relationship, and contact info |
| Document verification | Attach IDs and supporting documents for both parties |
| Submission method | Submit online, by mail, or in person |
Why Submit Form SSA 1696?
There are several advantages to using the SSA 1696 form to appoint a representative:
- Assistance with Complex Matters: A representative can help navigate the complexities of Social Security claims.
- Confidential Handling: Your information will be safely managed by someone authorized to do so.
- Reduced Stress: You’ll have the peace of mind knowing someone is managing your Social Security matters.
- Increased Chances of Success: Statistically, claimants with representatives often fare better in appeals and disability claims.
Whether you’re struggling to manage your SSA account or just want some help with the process, completing Form SSA 1696 can be a great solution.
FAQs
Who can act as my representative?
Attorneys, accredited non-attorneys, family, friends, or advocacy groups.
Can I submit SSA 1696 online?
Yes, the form can be submitted online via your SSA account.
Do I need to provide documents for my representative?
Yes, documentation for both you and your representative is required.
What does a representative do?
They manage your SSA account, handle confidential information, and represent your interests.
How long does it take for SSA to approve a representative?
It varies, but you’ll be notified through phone or email once approved.
