Form 8955ssa 2017 annual registration statement identifying separated participants with deferred vested benefits. Form 5500, 5500sf, 5500ez, and related schedules schedules a, mb, sb, c, d, g, h, i, and r. Form 5500 filing tipswho, when, what, how compliance buzz. Form 8955ssa software vendors internal revenue service. When you log into esponsor and select form 5500 from the compliance tab, you will be directed to. Although it is a completely separate, standalone form, the deadline for filing the form 8955ssa is the same as the deadline to file form 5500, i.
Remember, form 8955ssa is filed with the irs while form 5500 is filed with the department of labor. Final regulations issued under internal revenue code sections 6057, 6058 and 6059 t. Reread the questions to ensure youve answered correctly. Ssa updates erisa form 8955ssa 2d barcode standards. All i need is something for the 8955 electronic filing. Individual and business taxes software vendors approved to provide and submit 2019 georgia returns. As background, form 8955ssa is used to report information about participants who separated from service during the plan year and are entitled to deferred vested. Step fiveb finalizing and filing the form 8955ssa for paper filing, if available. Company, telephone, product name, filer software available for irs fire system, barcoded form. The irs site provides a list of vendors but the vendor websites do not provide much information.
Form 8955ssa, annual registration statement identifying separated participants with deferred vested benefits. There is no change in the paperwork burden previously approved. In addition to the filing requirement, the plan sponsor must provide a notice to each participant that is listed on irs form 8955ssa as having a benefit in the plan. The approved software vendors for form 8955ssa produce a barcode when printing their forms from their software packages.
Electronic filing of form 8955ssa is now available. Annual registration statement identifying separated participants with deferred vested benefits. A list of the approved software vendors is available on the form 8955ssa resources. The plan administrator will sign this form, along with the form 5500 and the form 5500 efiling authorization. Form 8955ssa 5500preppro preparation of the 8955ssa.
The 2d barcode is intended to represent the information on the paper form. Form 8955ssa can be submitted by private delivery services to the following address. Use a personal computer to complete the online fillable form 8955ssa on the irs website at irs. Approved software vendors georgia department of revenue.
Select continue and follow the steps below to start the filing process for form 8955ssa. Faqs on efast2 electronic filing system us department of labor. Form 5500s must be signed and filed electronically either through the department of labor dol ifile system or through an approved efast 2 software provider. Understanding irs form 8955ssa if your plan is subject to erisa, you are required to report separated plan participants who have deferred vested benefits on internal revenue service irs form 8955ssa. Even though plan sponsors will not need to mail the form 8955ssa to the irs, plan sponsors and plan administrators must keep a signed copy of the form 8955ssa with the plans records.
Determine which schedules will need to be included. Form 8955ssa can also be submitted to the irs on paper at the following address. The form 5500 series is part of erisas overall reporting and disclosure framework. See form 8955ssa resources for links to the irs fire system and approved software vendors. Efast2 approved thirdparty software is the principal method for completing the erisa filing process. Barcodes for this form are generated from two sources. Rgf asp 5500 also supports electronic filing of form 8955ssa to the irs. When you order online, the shopping cart will provide a passcode to activate. Beginning with returns for the 2009 plan year, the schedule ssa form 5500 has been eliminated as a schedule of the form 5500 annual returnreport and is replaced with the form 8955ssa. Use ssa approved software to complete and electronically file a form 8955ssa. Validate then efile originals, corrections, replacements. Form 8955ssa filed electronically using thirdparty software and the irs filing information returns electronically fire system or using ssaapproved software. Rgf asp 5500 is efast2 approved and supports electronic filing of form 5500 to the dol. Determine if the plan is eligible to file form 5500sf.
Not using efast software or approved vendors for filing your form. File form 5558 application for an extension of time which grants a one time 212 month extension from the original due date of the filing. If you do not respond by that date, nova 401k associates will proceed with filing the 8955ssa on the plans behalf. Form 8955ssa filing instructions 2015 eplan services 401k. Form 8955ssa the 2009 form 8955ssa is now available, and the 2010 form is expected to be released shortly. Once approved, your organization will be among the approved vendors. Publication 4810 contains information required to file form 8955ssa through the irs fire filing information returns electronically system. What is form 5500 and what do you need to know about it. The filing deadline for the 2009 and 2010 form 8955ssa is the later of january 17, 2012, and the due date that generally applied for filing the form 8955ssa for the 2010 plan year. Try 1095, 1097, 1098, 3921, 3922, 5498, 8027, 8955ssa. Form 5500 annual returnreport of employee benefit plan. File a paper form 8955ssa with the irs no electronic filings. Effective january 1, 2010, prior year delinquent and amended filings of the.
The list of efast2approved thirdparty software is maintained on the efast2 website. Mandatory electronic filing for certain form 8955ssa and 5500series returns. Form 8955ssa software vendors internal revenue service posted. Form 8955ssa, the designated successor to schedule ssa form 5500, is used to satisfy the reporting requirements of section 6057a. Company telephone product name filer software available for irs fire system barcoded form. Form 8955ssa filing instructions 1 if youre required to file a form 8955ssa, youll see a note in the efile results box after filing the form 55005500sf. For plan years beginning on or after january 1, 2009, form 8955ssa should be used to comply with reporting requirements. Department of the treasury internal revenue service ogden, ut 842010024. One of the changes made by the department of labor when mandating electronic filing of form 5500, annual returnreport of employee benefit plan, was the removal of schedule ssa from the form 5500. The irs maintains a form 8955ssa resources webpage with additional information, including instructions for using the fire system and a list of approved software vendors for preparing form 8955ssa for electronic filing. Check the box on form 8955ssa, part i, line c special extension and enter dfvcp in the description online c. Form 8955ssa is due at the same time as form 5500, which is seven months after the plan year end. Form 5500 requires a significant amount of information. Irs form 8955ssa reporting requirements for terminated.
Software vendor companies with an support state only returns. Software vendors need to upload the 2010 form so keep a lookout for notification from your form 5500 software vendor for this. Combine plan year 2009 and 2010 data on the 2009 form 8955ssa. The easiest approach is to find out from your form 5500 software vendor whether. However, if the erisa plan is not a calendar year plan, form 5500 must be filed no later than the last. You can also print the form at this time by choosing the print button. Plan administrators of plans that have separated participants with deferred vested benefits. Kravitz will send form 8955ssa along with the regular form 5500 filing. The irs form 8955ssa fillable pdf produces a barcode after printing the form in adobe. Properly complete form 5500sf for a small 403b plan. Its easy to upload and you will receive a response from the irs within 15 days. The irs recommends the use of the 2010 form as soon as it is available, however, 2010 plan year data will still be accepted if on the 2009 form.
Form 5500 reporting requirements vary depending upon the size of your plan and the plan type. See irs form 8955ssa resources for additional information. Form 8955ssa vendors for plan years 2016 ssa approved vendors as of 03092017 company telephone product name filer software. You can enter and save client information but the forms will print with the word demo. The following information is provided by tiaacref to help you understand your responsibilities and complete form 8955ssa filing. If your plan has fewer than 100 participants, then you will file the form 5500sf, which contains all of the demographic and financial data on the plan.
Ifile is the form 5500 and form 5500sf annual returnreport preparation and submission application that is on dols website. Form 5500 and 8955ssa filing guide a new appearance and new features have been implemented to help you view, complete and file your form 5500 and 8955ssa filings. Form 8955ssa who is required to file form 8955ssa any plan subject to the vesting standards of erisa when there are deferred vested participants dvps includes 403b plans with employer contributions government, church, oneparticipant plans and other plans not subject to erisa may voluntarily file 4 form 8955ssa when is the filer required. Top sites approved fire systems 2019 latest approved.
The first page of the form calls for information about the plan administrator and plan sponsor, as well as annual statement identification data and signatures. Software and services for yearend reporting of irs tax forms. Form 8955ssa is a standalone reporting form filed with the irs. Get information regarding efast2, including approved software vendors. The information provided by plan sponsors on form 8955ssa will be transmitted to the social security administration ssa who will provide it to separated participants when those participants file for social security benefits. Access the main employee benefits security administration ebsa and dol websites for news, regulations, and publications. Faqs regarding form 8955ssa how does our organization. Now that the extended due date for the form 8955ssa is. According to the form 5500 instructions, the erisa plan administrator must keep a copy of the form 5500including schedules and attachmentswith all required signatures on file as.
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