Why it matters
Having representation before SSA can help alleviate the stress and confusion associated with applying for benefits. It can be essential for anyone who wants financial guidance and to be informed of their rights and options when it comes to filing their application. My guidance will help you navigate your application process so you fully understand the process and are confident in your answers.
SSA streamlined the retirement application for online filing and while the questions posed seem very straightforward, how they are answered can make the difference on how much return you get on your entitlement.
SSA employees will generally not provide you with comprehensive advice on what your most advantageous month of entitlement is and how your retirement severance package can impact your total benefits received for the year. These are just a couple examples of what can impact your entitlement. The employees are there to safeguard the trusts, ensure you meet factors of entitlement, and process your claim, not help you maximize your return.
You are entitled to have an attorney or Eligible for Direct Pay Non-Attorney (EDPNA) represent you before the administration. Be sure any attorney you select has experience in SSA law. SSA requires certified non-attorney reps to pass a rigorous exam, a background check, verifies credentials, and holds them accountable with ethical standards. All representatives must be approved by the administration.
I am an EDPNA certified by SSA to represent you before the administration. I have passed the exam and am responsible for annual completion of ethics training to remain in good standing.
SSA can penalize me if I act in any unprofessional or unethical manner. You can be assured you are receiving qualified representation when you retain my services.
SSA also controls how representatives are paid. You cannot choose to pay someone directly to represent you, they have to be certified as qualified by SSA and submit requests for fees to be approved by SSA to receive payment. My fees are paid in advance and held pending SSA’s approval.
Much like the IRS, you do not need to be represented before the administration when you file your retirement application. Some people prefer to utilize an advocate when filing their taxes to ensure they are completing their return accurately. Having representation for Social Security can be essential for anyone who wants financial guidance and to be informed of their rights and options when it comes to filing their application. My services will maximize your retirement application experience.
