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Sometimes SSA loses my representation paperwork... How do I track rep submissions?


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1. Use the representation fields on SSA claims. Make sure that when you either fax, upload, hand-deliver, etc. your representation package to SSA, you show the status as "Submitted" and record the date in the "Date Rep Submitted" field.

 

592521099_RepInfo.thumb.PNG.60ac15945186fec78273b77d3b91af6c.PNG

 

2. Pull your reports by searching for the term "Rep" and you can see all of your cases that you've submitted, when they were submitted, and other additional information. You can work this list by phone or attach the spreadsheet to a fax and send to your servicing field office.

REPREPORT.thumb.png.6aa2c4deb517b344446cb1b618c27cf8.png

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