EDPNA ANSWERS AND QUESTIONS SET A+
✔✔Fee Issues - ✔✔To charge and receive a fee for services, a representative must file
a written request with SSA (most representative submit a fee agreement form), and
SSA will determine the amount of the fee a representative may charge or receive.
A representative must not charge or receive any fee unless SSA has authorized it, and
a representative must not charge or receive any fee that is more than the amount SSA
authorizes. (Note: administrative expenses such as medical records, mail costs, etc.
can be billed to the client without authorization from SSA)
Fees are paid from past-due benefits directly to the eligible non-attorney. The claimant
and the representative receive a letter explaining the fee amount. Within 30 days of that
letter, the claimant or the representative may request a review of the fee determination.
✔✔Affirmative Duties - ✔✔Test Tip: Memorize this citation! 404.1740 for Affirmative
Duties and Prohibited Actions. On the test, it will be much easier to look up this citation,
than memorize all of the affirmatives duties and prohibited actions individually.
Affirmative duties. A representative must, in conformity with the regulations setting forth
our existing duties and responsibilities and those of claimants (see § 404.1512 in
disability and blindness claims):
(1) Act with reasonable promptness to help obtain the information or evidence that the
claimant must submit under our regulations, and forward the information or evidence to
us for consideration as soon as practicable.
(2) Assist the claimant in complying, as soon as practicable, with our requests for
information or evidence at any stage of the administrative decision making process in
his or her claim. In disability and blindness claims, this includes the obligation pursuant
to§ 404.1512(c) to assist the claimant in providing, upon our request, evidence about:
(i) The claimant's medical source(s);
(ii) The claimant's age;-
(iii) The claimant's education and training;
(iv) The claimant's work experience;
✔✔Fee Issues - ✔✔To charge and receive a fee for services, a representative must file
a written request with SSA (most representative submit a fee agreement form), and
SSA will determine the amount of the fee a representative may charge or receive.
A representative must not charge or receive any fee unless SSA has authorized it, and
a representative must not charge or receive any fee that is more than the amount SSA
authorizes. (Note: administrative expenses such as medical records, mail costs, etc.
can be billed to the client without authorization from SSA)
Fees are paid from past-due benefits directly to the eligible non-attorney. The claimant
and the representative receive a letter explaining the fee amount. Within 30 days of that
letter, the claimant or the representative may request a review of the fee determination.
✔✔Affirmative Duties - ✔✔Test Tip: Memorize this citation! 404.1740 for Affirmative
Duties and Prohibited Actions. On the test, it will be much easier to look up this citation,
than memorize all of the affirmatives duties and prohibited actions individually.
Affirmative duties. A representative must, in conformity with the regulations setting forth
our existing duties and responsibilities and those of claimants (see § 404.1512 in
disability and blindness claims):
(1) Act with reasonable promptness to help obtain the information or evidence that the
claimant must submit under our regulations, and forward the information or evidence to
us for consideration as soon as practicable.
(2) Assist the claimant in complying, as soon as practicable, with our requests for
information or evidence at any stage of the administrative decision making process in
his or her claim. In disability and blindness claims, this includes the obligation pursuant
to§ 404.1512(c) to assist the claimant in providing, upon our request, evidence about:
(i) The claimant's medical source(s);
(ii) The claimant's age;-
(iii) The claimant's education and training;
(iv) The claimant's work experience;
