Get the free Information for Form 8955-SSA - Principal Financial Group

Information for Form 8955-SSA Formerly Schedule SSA of the Form 5500 What changed with reporting of information related to separated participants with vested benefits? Beginning with the 2009 plan

How to fill out information for form 8955-ssa

How to Fill Out Information for Form 8955-SSA:

1. Start by obtaining a copy of the Form 8955-SSA from the official IRS website or other reliable sources.
2. Familiarize yourself with the instructions provided along with the form. The instructions will provide crucial information on completing each section accurately.
3. Begin by entering your employer identification number (EIN), name, and address in the designated boxes at the top of the form.
4. Next, provide the plan sponsor's name, EIN, and plan number in the appropriate sections.
5. The form requires information about each participant who had a severance from employment during the plan year. Include their name, social security number (SSN), date of birth, and the date of their severance.
6. If you are reporting more than ten participants, you may need to attach additional forms or use the electronic filing system, as indicated in the instructions.
7. Enter the total number of participants reported on the form in the designated box.
8. Proceed to the certification section, where the preparer or plan sponsor must provide their name and title, signature, and date. Ensure the certification is completed accurately and within the guidelines provided.
9. Keep a copy of the completed form for your records. You may need it for future reference or verification.
10. Finally, submit the completed Form 8955-SSA to the IRS by the designated deadline, typically the last day of the seventh month following the plan year-end.

Who needs information for Form 8955-SSA?

1. Employers or plan sponsors who maintain a qualified retirement plan or funded deferred compensation plan with separated participants.
2. Individuals responsible for reporting and disclosing data relating to separated participants to the Internal Revenue Service (IRS).
3. Plan administrators or those designated to handle the filing responsibilities on behalf of the employer or plan sponsor.

Note: It is important to consult with a tax professional or seek guidance from the IRS if you have specific questions or concerns regarding the completion of Form 8955-SSA. The information provided here is for general reference purposes only.

For pdfFiller’s FAQs

What is information for form 8955-ssa?

Form 8955-SSA is used to report information about separated participants with deferred vested benefits.

Who is required to file information for form 8955-ssa?

Plan administrators of retirement plans with deferred vested benefits are required to file Form 8955-SSA.

How to fill out information for form 8955-ssa?

Form 8955-SSA should be completed with accurate participant information and submitted to the IRS electronically.

What is the purpose of information for form 8955-ssa?

The purpose of Form 8955-SSA is to provide the IRS and participants with information about deferred vested benefits.

What information must be reported on information for form 8955-ssa?

Information about separated participants with deferred vested benefits must be reported on Form 8955-SSA.

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