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

The final rule requires revisions to our existing information collections to enable SSA to directly pay entities fees we may authorize to their employees, and to register all entities who wish direct payment to register with us, using our revised, standardized registration system. For some sections in this rule, we previously accounted for the public reporting burdens under the following OMB approved information collections: 0960-0527 (SSA-1696 Claimant’s Appointment of a Representative, which allows an individual to appoint a representative, and requires the representative’s agreement to serve as representative), 0960-0731 (SSA-1694, Request for Business Entity Taxpayer Information, which requests specific taxpayer data from representatives requesting a fee), and 0960 0732 (SSA-1699, Representative Registration, which requires the representatives to prove eligibility when they register with SSA and allows them to request a fee). Consequently, we are not reporting those sections here. However, the application of the revisions under this final rule requires burden changes and information collection revisions to the currently approved information collections under the following information collection requests: 0960-0527 (SSA-1696, Claimant’s Appointment of a Representative, which allows an individual to appoint a representative, and requires the representative’s agreement to serve as representative), 0960-0731 (SSA-1694, Request for Business Entity Taxpayer Information, which requests specific taxpayer data from representatives requesting a fee), and 0960 0732 (SSA-1699, Representative Registration, which requires the representatives to prove eligibility when they register with SSA and allows them to request a fee). We anticipate these revisions will increase the burdens for the affected information collections. We published a Notice of Proposed Rulemaking (NPRM) on August 4, 2023, at 88 FR 51747. In that NPRM, we solicited comments under the PRA on the burden estimate; the need for the information; its practical utility; ways to enhance its quality, utility, and clarity; and on ways to minimize the burden on respondents, including the use of automated collection techniques or other forms of information technology. The comments section of the final rule includes our responses to the PRA-related public comments we received under the NPRM. Note: While this information collection request encompasses multiple information collection (IC) tools, not all of the ICs will become effective at the same time. We expect to make the SSA 1694 (OMB No. 0960-0731) and the SSA-1699 (OMB No. 0960-0732) effective on September 30, 2024. However, we expect to make the SSA-1696 (OMB No. 0960 0527) effective December 9, 2024. SSA is submitting a single new Information Collection Request which encompasses revisions to information collections currently under OMB Numbers 0960-0527, 0960-0731 and 0960-0732 to OMB for the approval of the changes due to the final rule. After approval at the final rule stage, we will adjust the figures associated with the current OMB numbers for these forms to reflect the new burden.

The latest form for Final Rule for Administrative Rules for Claimant Representation and Provisions for Direct Payment to Entities (Marasco Decision), RIN 0960-AI22 expires 2027-09-30 and can be found here.

SSA-1699 (0960-0732) - 404.1705(c); 404.1730(e)(v); 404.1735(b); 416.1505(c); 416.1530(e)(v); 416.1535(b)

Federal Enterprise Architecture: Income Security - General Retirement and Disability

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