Get Request For Appointed Representative's Direct Payment Information

As an appointed representative, you can be approved in a few weeks. An appointed representative is less expensive to apply and run than being directly authorised. The costs are incurred against the principal agent who may charge you a licensing fee or percentage of profits.

You can submit the form online or by mail. If the representative you are appointing is not an attorney, both of you must sign the form. Your representative can also file the form electronically by visiting .ssa.gov/representation.

An authorised firm which appoints representatives in this way is referred to as a 'principal'. In appointing an AR, the principal assumes responsibility for the regulated activities carried on by the AR that have been agreed with the AR in a written contract.

You may be wanting to become an insurance broker or are an existing brokerage looking for a change. Wherever you are in your career, deciding which route to take to become authorised is a big decision. On one hand, you can become directly authorised with the FCA, a process that can take 6 to 12 months.

You can use the Appointment of Representative (AOR) form CMS-1696* or you can make your own statement (an equivalent written notice) as long as it contains all the required information. In addition, we may also accept other forms of legal documentation.

A claimant may appoint a qualified individual to represent him or her in doing business with Social Security. The appointment must be in writing and must be filed with SSA.

A claimant may appoint a qualified individual to represent him or her in doing business with Social Security. The appointment must be in writing and must be filed with SSA.

An appointed representative is an exempt person in relation to a regulated activity comprised in the carrying on of that business for which the person's principal has accepted responsibility (section 39,FSMA).