Form SSA-1694 Entity Registration and Taxpayer Information

Final Rule for Administrative Rules for Claimant Representation and Provisions for Direct Payment to Entities (Marasco Decision), RIN 0960-AI22

SSA-1694 (Revised Version)

SSA-1694 (0960-0731) - 404.1735; 416.1535 - An entity is eligible for direct payment under certain circumstances

OMB: 0960-0832

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Form SSA-1694 (XX-XXXX)
Discontinue Prior Editions
Social Security Administration

Page 1 of 3
OMB No. 0960-0731

Instructions for Completing Form SSA-1694
Keep a copy of this form for your records

In this form, “you” and “your” means the entity and/or the individual serving as the “Point of Contact” or POC. “We”, “us”, “agency”
and “SSA” means the Social Security Administration.
We are required to file an informational return (i.e., Form IRS 1099-MISC or 1099-NEC) with the Internal Revenue Service (IRS)
when we make payments of $600 or more to a representative or to a business entity in a calendar year. To meet this
requirement, we must obtain certain information about the entity (e.g., name, address, and tax information) that we will use to
issue Form IRS 1099. We will also use this form to collect other information necessary to directly pay authorized fees to an entity
when a representative assigns direct payment of fees to that entity.
Section 1. Point of Contact (POC) Contact Information
The POC is an individual who registers as a representative in the manner we prescribe and is selected by the entity to speak and
act on the entity’s behalf and who assumes the affirmative duties and obligations we prescribe. Enter the name of the designated
individual who will be responsible, on behalf of the entity, for resolving fee issues related to direct payments to the entity. This
individual must be registered as a representative with us; must agree to assist us in the resolution of any fee issues or errors with
respect to direct payments to an entity; must not be sanctioned from representing claimants before SSA; and must be the
individual who signs this form accepting these responsibilities. The entity, through a POC, is responsible for keeping this
information up to date.
Before being designated a POC and submitting this form, an individual must have already registered as a representative using
Form SSA-1699 Representative Registration and received a Representative ID (Rep ID).
POC Representative ID (Rep ID)
Provide the Rep ID of the registered POC.
Section 2. Employer Identification Number (EIN)
Enter the entity’s EIN. This information is necessary for tax reporting purposes. If the entity does not have an EIN, please apply
for one immediately by filing an SS-4, Application for Employer Identification Number, with the IRS. You can apply for an EIN
online by accessing the IRS website at https://www.irs.gov/businesses.
Name of Business Entity
Enter the entity’s name as shown on Federal tax documents. This should match the name used when filing Form SS-4 to apply
for an EIN.
Tax Mailing Address
Enter the entity’s tax mailing address. We will mail Form IRS-1099-MISC or 1099-NEC to this address if we make payments of
$600 or more to the entity or to representatives associated with your business entity in a calendar year.
Section 3. Banking Information for Direct Deposit
Enter the entity’s banking information, including the routing and account number.
Section 4. POC Certification and Signature
You must certify that you are not currently sanctioned from practicing before SSA and assume responsibility to resolve fee issues
related to direct payments to the entity.
How to Submit this Form to Us
Fax the completed form to the Office of Earnings and International Operations (OEIO) at 1-833-597-1429 (preferred for faster
processing). Fax/eFax, mail, or hand-deliver the completed form to your local Social Security office. You can locate your local
office or the dedicated numbers to fax the form electronically (eFax) using Social Security’s Office locator accessible at
https://www.ssa.gov/locator/ (by clicking the “Locate An Office By Zip” button), or by calling us at 1-800-772-1213.

Form SSA-1694 (XX-XXXX)

Page 2 of 3

Privacy Act Statement
Sections 206 and 1631 of the Social Security Act, as amended, allow us to collect this information, which we will use to identify
representatives associated with a business entity as employees or partners, and to facilitate issuance of appropriate return
information for reporting purposes. Providing this information is voluntary, but not providing all or part of the information may
prevent you from serving as an entity POC and may prevent the entity from receiving direct payment of fees from SSA. As law
permits, we may use and share the information you submit, including with employers of claimants’ representatives, contractors,
other Federal agencies, and others, as outlined in the routine uses within System of Records Notice 60-0325, available at
www.ssa.gov/privacy. The information you submit may also be used in computer matching programs to establish or verify
eligibility for Federal benefit programs and to recoup debts under these programs.
Paperwork Reduction Act Statement
This information collection meets the clearance 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 about 10 minutes to read the instructions, gather the facts, and answer the
questions. You may send us your comments on our estimated completion time to SSA, 6401 Security Blvd., Baltimore, MD
21235-6401. Send only comments relating to our time estimate to this address, not the completed form.
References
42 U.S.C. §§ 406, 1383(d)(2); 26 U.S.C. §§ 6041 and 6045(f) and 20 CFR §§ 404.1700 et. seq. and 416.1500 et. seq.

Form SSA-1694 (XX-XXXX)
Discontinue Prior Editions
Social Security Administration

Page 3 of 3
OMB No. 0960-0731

Entity Registration and Taxpayer Information
Section 1 – Point of Contact Information

First Name/Last Name of Individual Point of Contact (POC) in the Entity (Individual cannot be currently sanctioned by SSA)

Rep ID

Phone Number (POC direct line or extension)

Position/Job in the Entity

Section 2 – Entity Information
This is an Update

Employer Identification Number (EIN)

(Check box if only updating information)
Name of the Business Entity

Tax and Payment Address - P.O. Box, Street, Apt., Suite No. (where Form IRS 1099-MISC or -NEC will be mailed)

City

ZIP Code (or Postal Zone)

State

Phone Number (main line)

Fax Number

Section 3 - Entity Banking Information for Direct Deposit
Type of Financial Account:
Banking Institution

Checking

Savings

Money Market

Other

Routing Number

Account Number

Section 4 - Point of Contact Certification and Signature
By signing this form, I certify that I am currently registered as a representative with SSA, I am not currently sanctioned from
practicing before SSA, and I have the authority to act and speak on behalf of the entity to resolve issues relating to fees paid to
the entity registering on this form. By signing this form, I acknowledge that, if the entity takes any action in contradiction of the
Social Security Act, agency regulations, or applicable subregulatory guidance, and either I fail to assist in resolving the issue or
act in violation of SSA's rules of conduct, I may be suspended or disqualified as a representative before SSA.
I declare under penalty of perjury that I have examined all the information on this form, and it is true to the best of my
knowledge.
POC Signature

Date


File Typeapplication/pdf
File Modified2024-08-20
File Created2024-08-20

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