Choosing a Social Security Representative

Ask What Work Is Included

Discuss your claim stage, the upcoming deadline, who will handle the file and how you will exchange records. Ask whether the person will represent you through reconsideration, a hearing, Appeals Council review or another stage.

Do not assume a website inquiry appoints a representative. SSA has a formal appointment process, and the representative should explain what they need from you.

Review Fees and Expenses

Read the written fee terms and ask how SSA authorization applies. Ask separately about out-of-pocket expenses, such as obtaining records, and what happens if the claim is unsuccessful.

Free initial information does not mean that later representation is free. Avoid selecting someone on the basis of an advertised approval percentage without reliable evidence.

Protect the Deadline while Deciding

Keep following SSA notices while you look for help. Save copies of documents and tell the representative about all pending decisions and appeals.

VA claim representation uses a separate accreditation system. Experience with Social Security should not be treated as proof of VA accreditation.

Prepare Questions for a Representation Conversation

Bring the latest notice and deadline, then ask whether the person handles your particular claim stage. Confirm who would be appointed and who will communicate with SSA. Discuss fees, expenses, how you will exchange records and what happens if either side ends the arrangement. A website inquiry alone does not appoint a representative. Check the written terms and keep a copy of any appointment document you submit.

• Explain whether the issue is medical, financial or insured status.
• Ask which tasks you still need to handle.
• Do not let a search for representation delay reading a filing deadline.