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AUL RETIREMENT SERVICES Your future. Our goal. Form 8955-SSA Questions and Answers The final 2009 version of Form 8955-SSA, Annual Registration Statement Identifying Separated Participants With Deferred
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How to fill out form 8955-ssa - oneamerica
How to fill out form 8955-SSA - OneAmerica:
01
Start by obtaining the form: The form 8955-SSA can be obtained from the OneAmerica website or from the Internal Revenue Service (IRS) website. Make sure you have the latest version of the form before filling it out.
02
Provide your employer information: Fill out the employer's name, address, and Employer Identification Number (EIN) in the corresponding sections of the form. This information is crucial for the IRS to identify the plan sponsor.
03
Enter plan information: Indicate the name of the retirement plan and the plan's EIN. If the plan has been terminated, provide the effective date of termination. If the plan has not been terminated, leave this section blank.
04
Report participants: List all the participants in the plan who separated from service during the year. Include their Social Security Numbers and the date of their separation. Note that you only need to report the participants who have deferred vested benefits.
05
Provide distribution information: For each participant listed, report any distributions made from the plan during the year. Include the gross distribution, net distribution, and the date the distribution was made. This information helps the IRS track the movement of retirement benefits.
06
Identify missing participants: If you are aware of any missing participants who are due vested benefits, provide their information in this section. Include their names, Social Security Numbers, and last known addresses. This helps the IRS locate these individuals and distribute their benefits accordingly.
Who needs form 8955-SSA - OneAmerica:
01
Employers sponsoring a retirement plan: Any employer who sponsors a retirement plan subject to the Employee Retirement Income Security Act (ERISA) must file Form 8955-SSA. This form allows the IRS to monitor the compliance and distribution of retirement benefits.
02
Plan administrators: Individuals responsible for administering and overseeing the retirement plan must also fill out and file Form 8955-SSA. This helps ensure accurate reporting of participant data and distributions.
03
Participants with deferred vested benefits: Employees who have deferred vested benefits in the retirement plan must be reported on Form 8955-SSA. This form helps track and document their entitlements for tax and administrative purposes.
It is important to note that the specific requirements for filing Form 8955-SSA may vary depending on the circumstances of your retirement plan and any applicable regulations. It is recommended to consult with a knowledgeable tax professional or refer to the instructions provided with the form to ensure accurate completion and submission.
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What is form 8955-ssa - oneamerica?
Form 8955-SSA is used to report information about separated participants with deferred vested benefits under a retirement plan.
Who is required to file form 8955-ssa - oneamerica?
Plan administrators of retirement plans are required to file form 8955-SSA.
How to fill out form 8955-ssa - oneamerica?
Form 8955-SSA must be filled out with information about separated participants and their deferred vested benefits.
What is the purpose of form 8955-ssa - oneamerica?
The purpose of form 8955-SSA is to ensure accurate reporting and disclosure of information about separated participants with deferred vested benefits.
What information must be reported on form 8955-ssa - oneamerica?
Information such as participant names, social security numbers, deferred vested benefits, and plan details must be reported on form 8955-SSA.
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