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Get the free Form 8955-SSA (2009). Annual Registration Statement Identifying Separated Participan...

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Caution: DRAFT FORM This is an advance proof copy of an IRS tax form. It is subject to change and OMB approval before it is officially released. If you have any comments on this draft form, you can submit
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How to fill out form 8955-ssa 2009 annual

01
Review the instructions for Form 8955-SSA 2009 Annual to understand the requirements and information needed.
02
Gather all the necessary information, such as plan name, sponsor's name and EIN, plan administrator's name and EIN, etc.
03
Carefully fill out all the boxes and lines on the form, providing accurate and complete information.
04
Double-check the form for any errors or missing information. Make sure all required fields are filled.
05
Attach any required schedules or attachments to the form as instructed.
06
Ensure the form is signed and dated by the appropriate person or authority.
07
Make a copy of the filled-out form for your records.
08
Submit the completed form to the IRS as per the instructions provided.
09
Retain a copy of the confirmation or acknowledgement from the IRS for future reference.

Who needs form 8955-ssa 2009 annual?

01
Employers who maintain one or more retirement plans or certain deferred compensation plans are required to file Form 8955-SSA 2009 Annual.
02
Plan administrators responsible for filing and reporting for these plans also need to submit this form.
03
This form is used to report certain information regarding the participants' deferred vested benefits, which are subject to special vesting rules.
04
The IRS uses this information to track the participants' benefits and ensure compliance with the vesting rules.
05
Entities or individuals who are not subject to these requirements may not need to file Form 8955-SSA 2009 Annual.
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Form 8955-SSA is used to report information about deferred vested retirement benefits in a non-electronic format to the SSA.
Plan administrators of retirement benefit plans are required to file Form 8955-SSA annually.
Form 8955-SSA must be completed manually and sent through mail to the Social Security Administration.
The purpose of Form 8955-SSA is to help the SSA keep track of deferred vested retirement benefits for individuals.
Information such as plan name, EIN, plan year, participant information, account balances, etc. must be reported on Form 8955-SSA.
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