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Publication 4810Specifications for Electronic Filing of Form 8955SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested BenefitsPublication 4810 (Rev. 112018) Catalog

How to fill out about form 8955-ssa annual

How to fill out about form 8955-ssa annual

1. To fill out form 8955-SSA annual, follow these steps:
2. Start by entering your name, social security number, and employer identification number (EIN) at the top of the form.
3. Provide the plan sponsor's name, address, and EIN.
4. Indicate the type of plan being reported.
5. Fill in the plan number and the plan year to which the form pertains.
6. List any changes in the plan, including amendments, terminations, or transfers.
7. Report any distributions made to participants or beneficiaries during the year.
8. Include the number of participants in the plan at the beginning and end of the plan year.
9. Sign and date the form.
10. Retain a copy of the completed form for your records.
11. Submit the form to the appropriate tax authority by the specified deadline.

Who needs about form 8955-ssa annual?

1. Form 8955-SSA annual is required for plan sponsors of certain retirement plans, including qualified retirement plans and deferred compensation plans.
2. Plan sponsors who have 100 or more participants in their retirement plans are generally required to file this form.
3. It is used to report information about separated or retired participants who still have deferred vested benefits in the plan.
4. Additionally, plan sponsors who terminate their plans must also file this form.
5. Consult with a tax professional or refer to the IRS instructions for form 8955-SSA to determine if you need to file this form.

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What is about form 8955-ssa annual?

Form 8955-SSA is used by the plan administrator of a retirement plan to report information concerning separated participants with deferred vested benefits.

Who is required to file about form 8955-ssa annual?

The plan administrator of a retirement plan is required to file Form 8955-SSA annually.

How to fill out about form 8955-ssa annual?

Form 8955-SSA must be completed with information about separated participants with deferred vested benefits from the retirement plan.

What is the purpose of about form 8955-ssa annual?

The purpose of Form 8955-SSA is to provide information to the IRS so that they can track participants with deferred vested benefits from retirement plans.

What information must be reported on about form 8955-ssa annual?

Information such as the participant's name, Social Security number, plan name, employer identification number, and the value of their deferred vested benefits must be reported on Form 8955-SSA.