Skip to content
Social Security Online
SSA-1699 Request for Appointed Representative's
Direct Payment Information
SSA logo: link to Social Security Online home  

Welcome

To comply with the Internal Revenue Code (§§ 6041(a) and 6045(f)) and the Debt Collection Improvement Act of 1996, as codified at 31 U.S.C. §§ 3325 and 7701, we are requiring appointed representatives to provide taxpayer identification information as a prerequisite for receiving direct fee payment. As a service, we are providing representatives with the means to receive payments via direct deposit deposit in Title II claims at the present time. A process to allow representatives to receive direct deposit of fees in Title XVI claims, including the Title XVI portion of concurrent claims, is not available at this time.

Beginning in January 2009, we will mail a Form 1099-MISC to each representative who received, by direct payment from the Social Security Administration, aggregate fees of $600 or more in the previous calendar year.

For faster and more accurate registration, a representative should complete the SSA-1699 form and submit it electronically. Please be aware that some training seminars have an error in their documentation; a representative does not have to register his or her firm as part of the individual registration. Any message about the firm not being registered yet is entirely informational for the representative who is in the process of completing his or her individual registration.

If you are a representative who is associated with a law firm, partnership, corporation, or multi-member LLC/LLP (LLC – Limited Liability Company, LLP – Limited Liability Partnership) that has attorneys and/or non-attorney representatives as partners or employees, that entity also may provide us with its taxpayer identification information using the Form SSA-1694, Request for Business Entity Taxpayer Information.

Note: SSA does not make direct fee payment to business entities.

Who Should Complete This Form?


You should complete this if you are:

Information You Will Need


Be prepared to provide us with the following information:
  • Your Social Security Number,
  • Your tax mailing address,
  • Name and location of a court to which you have been admitted to practice law and are currently in good standing (if applicable),
  • Bank routing number and account number for direct deposit payments (if applicable), and
  • The Employer Identification Number (EIN) for the business(es) with which you are affiliated.

Minimum System Requirements


To complete this report online, you will need:
  • A Windows-based personal computer (Presently, this report does not support the Macintosh platform or WebTV.)
  • Adobe Acrobat Reader (To download a free copy, go to http://www.adobe.com/downloads.)
If necessary, you can send or deliver a completed paper Form SSA-1699, Request for Appointed Representative’s Direct Payment Information, to your local Social Security office.

Privacy Statement


The Social Security Administration is allowed to collect the facts on this application under § 6045(f) of the Internal Revenue Code and §§ 206 and 1631(d)(2) of the Social Security Act, as amended by the Social Security Protection Act of 2004 (Pub. L. No. 108-203). We need this information to efficiently process this Internet request. Giving us these facts is voluntary. However, without them, we may not be able to process your application online. Social Security may provide information collected on this application to the Internal Revenue Service.

Paperwork Reduction Act Statement


This information collection meets the requirements of 44 U.S.C. § 3507, as amended by § 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 about 20 minutes to read the instructions, gather the facts, and answer the questions. You may send comments on our time estimate above to: SSA, 6401 Security Blvd, Baltimore, MD 21235-6401. Send only comments relating to our time estimate to this address, not the completed form.

Attorneys and Direct Payment Project Non-Attorney
Appointed Representatives
First Time Users and Returning Users:
Login to Register/Manage My SSA-1699 Direct Payment Information
Prefer to send us the paper form? SSA-1699 Requires Adobe Acrobat Reader

Related Links

Information About this Internet Application:
Instructions for Alternative Views and Navigation

Tax Information:
Frequently Asked Questions
Internal Revenue Service

Legal and Official Information:
Claimant's Right to Representation
Representing Claimants
Internet Security Policy
Social Security's Accessibility Policy
   
   
 Link to FirstGov.gov: U.S. Government portal Privacy Policy | Website Policies & Other Important Information | Site Map
Last reviewed or modified Monday Jan 14, 2008
Need Larger Text?