Current SSA-1699

Form Approved
OMB No. 0960-0732

Social Security Administration

Request for Appointed Representative's Direct Payment Information
PERSONAL INFORMATION
Middle Name

First Name

Last Name

Suffix

Social Security Number
Tax Mailing Address
P.O. Box, Street, Apt., or Suite No.

State

City

ZIP Code or Postal Zone

Country

PROFESSIONAL INFORMATION
Are you are registering to receive payments as an attorney or registering as a non-attorney eligible for
direct payment? Please check one:
Attorney

Eligible for Direct Payment Non-Attorney

If you indicated that you are an attorney, please provide the location and name of one court to which you
have been admitted to practice law and are currently in good standing. If you are admitted to more than
one court, please provide information for only one court.
Full Name of the Court (e.g., Supreme Court of Virginia, U.S. District Court for the Southern District of New
York, U.S. Court of Appeals for the 9th Circuit)

Principal Location of Court (e.g., State, Territory, or District of Columbia)

Form SSA-1699 (09-2006)

Page 1

BUSINESS AFFILIATION
Please provide us with information about ALL of your existing business affiliations in your work as an
appointed representative. A separate SSA-1699 should be completed for more than two affiliations.
A. First Business Affiliation
Sole Proprietor or Single-Member LLC/LLP

Partner or Salaried Employee

If partner or salaried employee, please provide the Employer Identification Number (EIN) and name of
the business entity.
Name of the Business Entity

EIN of the Business Entity

Notice and Payment Address (Address for SSA notices and, when direct deposit does not apply, fee
payment.)

Yes
No
Is this address the same as the tax mailing address listed above?
If you answered "Yes", you do not need to complete the address information below.
P.O. Box, Street, Apt., or Suite No.

City

State

ZIP Code or Postal Zone
Country

Phone Number (including area code)

Fax Number (optional)

Please indicate your payment preference for this affiliation:

Check

Direct Deposit

Direct Deposit Information (You must be the owner or co-owner of this account in order to receive direct
deposit.)

Are you the owner or co-owner of this account?

Yes

Name of Financial Institution

Type of Account

Checking

Nine Digit Routing Number

Form SSA-1699 (09-2006)

Savings

Account Number

Page 2

No

B. Second Business Affiliation
Sole Proprietor or Single-Member LLC/LLP

Partner or Salaried Employee

If partner or salaried employee, please provide the Employer Identification Number (EIN) and name of
the business entity.
Name of the Business Entity

EIN of the Business Entity

Notice and Payment Address (Address for SSA notices and, when direct deposit does not apply, fee
payment.)

Yes
No
Is this address the same as the tax mailing address listed above?
If you answered "Yes", you do not need to complete the address information below.
P.O. Box, Street, Apt., or Suite No.
State

City

ZIP Code or Postal Zone
Country

Phone Number (including area code)

Fax Number (optional)

Please indicate your payment preference for this affiliation:

Check

Direct Deposit

Direct Deposit Information (You must be the owner or co-owner of this account in order to receive direct
deposit.)

Are you the owner or co-owner of this account?
Name of Financial Institution

Type of Account

Checking

Nine Digit Routing Number

Form SSA-1699 (09-2006)

Savings

Account Number

Page 3

Yes

No

PERJURY STATEMENT
I declare under penalty of perjury that I have examined all of the information on this application
and it is true to the best of my knowledge. I am aware that if I knowingly and willingly make any
false representation about any material fact provided herein or knowingly and willingly make any
false representation to obtain information from Social Security records, and/or attempt to deceive
the Social Security Administration as to my true identity, I could be criminally punished by a fine
or imprisonment or both, and may be suspended or disqualified from practicing as a
representative before the Social Security Administration.
Printed Name

Signature

Date

/
FOR AGENCY USE ONLY:

Form SSA-1699 (09-2006)

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/

IMPORTANT INFORMATION

Purpose of Form
Pursuant to sections 6041 and 6045(f) of the Internal Revenue Code, the Social Security Administration (SSA) is
required to file an information return (i.e., Form 1099-MISC) with the Internal Revenue Service (IRS) when it
makes direct payments of $600 or more during a tax year to an attorney or other person who represented claimants
before SSA. The required information on this form will be used to process these direct payments, including the
possible use of direct deposit to a financial institution, and to meet any requirement for issuance of a Form 1099MISC.

Instructions for Completing the Form
Personal Information Section
Please enter your Social Security Number (SSN) in the box provided. The name you enter should be that name
shown on your Social Security card. If you have changed your last name (e.g., due to marriage), please contact
your local SSA office to make this change to your Social Security record and to apply for a new Social Security
card. The mailing address you enter should be the address you use on Federal tax documents. SSA will mail any
required Form 1099-MISC to this address.
Professional Information Section
Please check the appropriate box to indicate whether you are an attorney or an eligible for direct payment nonattorney (i.e., you have been notified that you have met all of the prerequisites, including achieving a passing score
on a required examination, and are eligible to receive direct payment of fees from SSA related to the representation
of claimants). If you indicate that you are an attorney, please provide the principal location and name of one court
to which you have been admitted to practice law and are currently in good standing.
Business Affiliation Section
In order to meet the information return (i.e., Form 1099-MISC) reporting requirements of the IRS, SSA needs to
know all of your business affiliations related to direct payments you receive as an appointed representative. This
form provides for up to two affiliations. If you have more than two affiliations, you will need to submit a separate
Form-1699.
Please check the appropriate box to indicate whether you are a sole proprietor or single-member limited liability
company/partnership (LLC/LLP) or are a partner or employee of a law firm or other business entity. If you are a
partner or employee of a law firm or other business entity, please provide the Employer Identification Number
(EIN) and name of the law firm or other business entity ( the name of the business entity should be that used on its
Federal tax documents).
Please provide the address where you would like to receive direct fee payments (when not electing direct deposit)
and applicable notices. If this address is the same as your tax mailing address indicated above, please check the
appropriate box.
Please indicate your preferred method of payment (i.e., check or direct deposit to your financial institution
account). In order to request direct deposit, you must be the owner or co-owner of the account. The nine-digit
routing number for your financial institution and your account number can be found at the bottom of your check.

Form SSA-1699 (09-2006)

Page 5

Privacy Act Notice
We are required by section 206(a) and 1631(d) of the Social Security Act to ask you to give us the information on
this form. The information is needed to facilitate direct payment of authorized fees and to meet the reporting
requirements of the law. Although responses to the questions are voluntary, failure to provide answers to the
questions on this form will result in nonpayment for your service.
The information obtained on this form is almost never used for any purpose other than that stated above. However,
sometimes the law requires us to disclose the facts on this form without your consent. For example, we must
release this information to another person or government agency if federal law requires that we do so or to
contractors, as necessary, to assist SSA in the efficient administration of its programs.
Explanations about the reasons why information you provide us may be used or given out are available in Social
Security offices. If you want to learn more about this, contact any 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. SEND THE COMPLETED FORM TO YOUR
LOCAL SOCIAL SECURITY OFFICE. The office is listed under U.S. Government agencies in your
telephone directory or you may call Social Security at 1-800-772-1213. You may send comments on our
time estimate above to SSA, 6401 Security Boulevard, Baltimore, MD, 21235-6401. Send only comments
relating to our time estimate to this address, not the completed form.

Form SSA-1699 (09-2006)

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