Claimant Disclosure Language
Suggested claimant-facing disclosure language.
A direct, plain-language disclosure that law firms may share with claimants when Adam Whalan, EDPNA and the firm may both be involved in an SSDI/SSI matter.
For Law Firms
How to use this page.
This page exists so law firms can provide the claimant with a direct, choice-focused explanation of the limited co-representation structure before any SSA appointment is signed.
Use the language below verbatim in the firm’s own engagement letter, intake packet, or claimant communication. Do not adapt the wording unless the firm’s counsel approves revised language.
Not legal advice · Not a substitute for the firm’s own engagement and disclosure documents
Disclosure to the Claimant — Verbatim
Adam Whalan, EDPNA is a non-attorney representative who may represent you in your SSDI/SSI matter before SSA. If you appoint Adam, he may serve as your primary point of contact for SSA administrative representation.
Our firm represents you, or may represent you, in a separate related matter. Because that matter may involve records, benefits, wage-loss information, settlement issues, or legal positions relevant to your SSDI/SSI claim, we may also have a limited role in coordinating information with Adam and reviewing overlap issues with your authorization.
You may choose whether to appoint Adam, our firm, both, another representative, or no representative before SSA. Adam’s role, our firm’s role, and any SSA appointment or fee documents will be explained before you sign them.
Context
Where this fits.
Allied Legal Professional Services is not a law firm. Adam Whalan, EDPNA is not an attorney, does not provide court representation, and does not provide legal services outside the scope of authorized Social Security administrative representation.
For background on the structure this disclosure refers to, see the co-representation model, the law firm role, and the SSA fee and compliance boundaries.