Social Security

Once you appoint a representative, he or she can act on your behalf before Social Security by:

• Getting information from your Social Security file;
• Helping you get medical records or information to support your claim;
• Coming with you, or for you, to any interview, conference or hearing you have with us;
• Requesting a reconsideration, hearing or Appeals Council review; and
• Helping you and your witnesses prepare for a hearing and questioning any witnesses.

Your representative also will receive a copy of the decision(s) we make on your claim(s).

You can choose an attorney or other qualified individual to represent you. You also can have more than one representative. However, you cannot have someone who has been suspended or disqualified from representing others before the Social Security Administration or who may not, by law, act as a representative.

Some organizations can help you find an representative or give you free legal services if you qualify. Some representatives do not charge unless you receive benefits. Your Social Security office has a list of organizations that can help you find a representative.

You can appoint one or more people in a firm, corporation or other organization as your representatives, but you may not appoint the firm, corporation or organization itself.

After you choose a representative,you must tell us in writing as soon as possible. To do this, get Form SSA-1696-U4, Appointment of Representative, from our website or from any Social Security office.

You must give the name of the individual you are appointing and sign your name. If the individual is not an attorney, he or she also must sign the form.

To charge you a fee for services, your representative first must file either a fee agreement or a fee petition with us.

Your representative cannot charge you more than the fee amount we authorize. If you or your representative disagree with the fee we authorize, either of you can ask us to look at it again.

A representative who charges or collects a fee without our authorization, or charges or collects too much, may be suspended or disqualified from representing anyone before the Social Security Administration and also may face criminal prosecution.

Filing a fee agreement

If you and your representative have a written fee agreement, your representative may ask us to approve it any time before we decide your claim. Usually, we will approve the agreement and tell you in writing how much your representative may charge as long as:

• You both signed the agreement;
• Your claim was approved and resulted in past-due benefits; and
• The fee you agreed on is no more than 25 percent of past-due benefits or $6,000, whichever is less.

If we do not approve the fee agreement, we will notify you and your representative in writing .

Filing a fee petition

Your representative may give us a fee ­petition after completing the work on your claim(s). This written request should describe in detail the amount of time spent on each service your representative provided. Your representative must give you a copy of the fee petition and each attachment. If you disagree with the fee requested or the information shown, contact us within 20 days. We will consider the reasonable value of the representative’s services and tell you, in writing, the amount of the fee we authorize.

How much you pay

The amount of the fee we decide your ­representative may charge is the most you owe for his or her services even if you agreed to pay your representative more. However, your ­representative can charge you for out-of-pocket expenses, such as medical reports, without our approval.

If an attorney or non-attorney whom Social Security has found eligible for direct payment represents you, we usually withhold 25 percent (but never more) of your past-due benefits to pay toward the fee. We pay all or part of the representative’s fee from this money and send you any money left over.

Sometimes you must pay your representative directly:

• You must pay the rest you owe if the amount of the approved fee is more than the amount of money we withheld and paid your representative for you.
   
• You must pay the entire fee amount if:
• Your representative is not eligible for direct payment;
• We did not withhold 25 percent from your past-due Social Security or Supplemental Security Income benefits, or both; or
• Your representative made a timely request for a fee and we sent you the money that we should have withheld.

You must pay for out-of-pocket expenses your representative incurs or expect(s) to incur (for example, the cost of getting your doctor’s or hospital records).

Even when someone else will pay the fee for you (for example, an insurance company), we must approve the fee unless:

• You and any auxiliary beneficiaries are free of direct or indirect liability to pay the fee or expenses, either in whole or in part, to a representative or to someone else; and

• It is a nonprofit organization or federal, state, county or city agency that will pay the fee and any expenses from government funds; and
   
• Your representative gives us a written statement that you will not have to pay any fee or expenses.

The court can allow a reasonable fee for your attorney. We do not need to authorize that fee. The fee will not exceed 25 percent of all past-due benefits that result from the court's decision. Your attorney cannot charge any additional fee for services before the court.

Our website is a valuable resource for information about all of Social Security’s programs. There are a number of things you can do online.

In addition to using our website, you can call us toll-free at 1-800-772-1213. We treat all calls confidentially. We can answer specific questions from 7 a.m. to 7 p.m., Monday through Friday. Generally, you’ll have a shorter wait time if you call during the week after Tuesday. We can provide information by automated phone service 24 hours a day. (You can use our automated response system to tell us a new address or request a replacement Medicare card.) If you are deaf or hard of hearing, you may call our TTY number, 1-800-325-0778.

We also want to make sure you receive accurate and courteous service. That is why we have a second Social Security representative monitor some telephone calls.