The SSA Form 1696 allows you to officially appoint a representative who can assist you with your case. Whether you're choosing an attorney or a non-attorney, your representative must follow SSA's ...

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They must complete this form and return it to Social Security by mail or, if they have a personal my Social Security account, they can file it online using the Representative Payee portal.

The Social Security Administration (SSA) estimates that more than 8 million people who get monthly Social Security or Supplemental Security Income (SSI) payments need help managing their money.

The SSA urges those who are concerned that someone has become incapable of managing Social Security benefits to contact them at 1-800-772-1213 to request an appointment.