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| For information about the registration requirements for representatives appointed after December 31, 2006 to receive direct payment of fees, click here.
The CE requirements for the Demonstration Project have changed. Please see the CE page of our website for the updated requirements.
IMPORTANT! KEEP YOUR CONTACT and INSURANCE INFORMATION UP TO DATE!
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Representational Experience
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All participants in the demonstration project (with or
without a bachelor's degree) must have demonstrated experience in
representing claimants before SSA. Applicants must meet the following
minimum representational experience requirement:
The applicant must have provided representational services
as the appointed representative for five claimants within a 24-month
period;
Representing a claimant before SSA can count toward satisfaction of the representational requirement only if the applicant was serving as the claimant’s appointed representative at the time at which SSA decided the case at any administrative level (i.e. the initial, reconsideration, ALJ hearing, or Appeals Council level) or, if the case has not been decided while the applicant was the appointed representative, the applicant appeared as the claimant’s appointed representative at a hearing before an ALJ.
The 24-month period must occur within the 60 months
preceding the month in which the application was filed.
The following is an example of how to calculate the 24- and 60-
month periods for establishing representational experience:
The applicant files his or her application in March 2005.
The 60-month period begins on March 1, 2000, and ends on
February 28, 2005 (the last day of the month before the filing of the
application).
The 24-month period can occur at any time between March 1,
2000, and February 28, 2005. For example, the applicant would meet the
requirement if he or she served as the appointed representative for
five separate claimants during the period from January 2001 through
December 2002.
Applicants are required to submit with their applications the names and complete Social Security numbers of five claimants for whom the applicant provided representational services during the appropriate 24-month period. An applicant will not be required to provide additional information regarding the services provided a named claimant if the applicant provides a copy of any one of the following that the applicant received as the appointed representative of that claimant during the relevant 24-month period: a notice of either an initial determination, a reconsideration determination, an ALJ hearing, an ALJ decision, or an Appeals Council decision. If the applicant is unable to provide a copy of one of the specified notices with respect to a named claimant, the applicant will be asked to provide additional information regarding the dates and administrative level of the representational services provided that claimant. You may not list a claimant unless:
- You were the appointed representative of the claimant at the time at which SSA decides the case at any hearing level (initial, reconsideration, ALJ hearing, Appeals Council); or
- In cases that have not been finally decided, you appeared as the claimant’s representative at a hearing before an ALJ.
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