Social Security has just published Tips and Best Practices for Appointed Representatives (link opens a PDF). It is a wide-ranging guide for Representatives navigating Social Security’s rapidly evolving rules regarding representation, registration, and payment.
The PDF includes information about:
- Representative registration
- Use of online services
- Direct payments
- Assignments of direct payments to entities
- Tips to facilitate processing of appointments
- Signature requirements and initial claim packages
- Fees
Please also review Social Security’s Best Practices for Claimants’ Representatives.