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This document provides information about the release of Form 8955-SSA, which is used to report information about separated participants with deferred vested benefits under retirement plans. It discusses
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How to fill out form 8955-ssa
How to fill out Form 8955-SSA
01
Obtain Form 8955-SSA from the IRS website or your tax professional.
02
Provide your name and address at the top of the form.
03
Enter your EIN (Employer Identification Number) in the designated section.
04
Fill in the information for each plan participant, including their name, Social Security number, and the amount of their accrued benefit.
05
Indicate the type of plan (e.g., defined benefit or defined contribution) as required.
06
Complete the signature section with your name and title, confirming the information is accurate.
07
Submit the form electronically or by mail to the appropriate IRS address by the deadline.
Who needs Form 8955-SSA?
01
Employers who maintain a retirement plan and have participants who have separated from service.
02
Plan sponsors required to report certain information regarding the plan participants.
03
Employers needing to report accrued benefits for participants who are not currently enrolled in the plan.
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Can form 8955-SSA be filed electronically?
Use the IRS's FIRE (Filing Information Returns Electronically) to electronically file Form 8955-SSA. Effective for plan years beginning after 2019, electronic filing is available for Form 5500-EZ using the DOL EFAST2 filing system.
What is the 8955-SSA plan termination?
Use Form 8955-SSA to report information relating to each participant who separated from service covered by the plan and is entitled to a deferred vested benefit under the plan but is not paid this retirement benefit.
What is the penalty for failing to file 8955-SSA?
The penalty has been increased to $10 from $1 for each participant not reported and for each day multiplied by the number of days the failure continues, up to a maximum of $50,000 from $5,000 applied to returns, registration statements, and notifications required to be filed after December 31, 2019, as amended by
When to file 8955-SSA?
In general, if a Form 8955-SSA must be filed for a plan year, it must be filed by the last day of the seventh month following the last day of that plan year (plus extensions). This due date may be extended under some circumstances.
What is the 8955-SSA form for?
About Form 8955-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits | Internal Revenue Service.
Does the 8955-SSA need to be signed?
Electronic signatures are not required for electronically filed Forms 8955-SSA. The name of the administrator or sponsor should be typed into the signature line. Administrators and sponsors are not required to have their own FIRE Transmitter Control Code, User ID or PIN.
Can a 8955-SSA be filed electronically?
You can file Form 8955-SSA electronically with Form 5500 or separately.
Does Form 5500 have to be filed electronically?
For the Form 5500, the Form 5500-SF, and the Form PR: You must electronically file the Form 5500, the Form 5500-SF, and the Form PR (Pooled Plan Provider Registration).
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What is Form 8955-SSA?
Form 8955-SSA is a tax form used by employers to report information about plan participants in retirement plans that are not subject to the Employee Retirement Income Security Act (ERISA).
Who is required to file Form 8955-SSA?
Employers who maintain pension plans that are not covered by ERISA must file Form 8955-SSA to report information about participants in the plan.
How to fill out Form 8955-SSA?
To fill out Form 8955-SSA, employers must provide details about the pension plan, including identifying information, the name of the plan, and the information regarding participants who have separated from service or are receiving benefits.
What is the purpose of Form 8955-SSA?
The purpose of Form 8955-SSA is to provide the IRS with information about individuals who are entitled to pension benefits, ensuring that the participants' data is accurately reported for pension records.
What information must be reported on Form 8955-SSA?
The information that must be reported on Form 8955-SSA includes the name and identification number of the plan, participant names, social security numbers, and any other relevant details about the retirement benefits due to the participants.
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