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IRS Form 8955-SSA (Tax Year 2024)

Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits

IRS Form 8955-SSA

The Employee Retirement Income Security Act (ERISA) requires each plan sponsor to notify the IRS of a terminated employee who has a vested benefit in their Plan. IRS Form 8955-SSA, the Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits, is required for 5500 filing of the year in which the participant terminated employment.

The information reported on Form 8955-SSA is shared with the Social Security Administration (SSA) and used to remind individuals when they apply for Social Security benefits that they may be entitled to benefits under a former employer's plan.

Outsourcing

We developed and sold 8955-SSA software for 10+ years. We currently offer outsourcing as an option for filing Form 8955-SSA. We can handle any quantity of 8955-SSA information returns.

Hire us and we can prepare and electronically file Form 8955-SSA within 0-1 days. You will receive confirmation of file status from the IRS within 2-5 days.

We begin by sending you a link where you can securely upload your excel file. We will import, convert to PDF and send the PDF to you to review. Once you approve the PDF, we will electronically file to the IRS on your behalf using our transmitter control code and our IRS account.

Our sales office can be reached at (480) 706-6474. Stay compliant, reduce administrative costs and know that the job will get done right.

IRS Approved 8955-SSA Software Vendor...

We are an IRS Approved Form 8955-SSA Filer Software to the IRS FIRE System . Free technical support. Call or email anytime and we can answer almost any technical support question that can arise. We can not give tax advice.

8955-SSA IRS Approved Software Vendor

New Paper/Electronic Filing Threshold...

IRS mandates electronic filing of 10 or more information returns. The new threshold is effective for information returns beginning tax year 2023. FIRE TCC holders who submitted their TCC application prior to September 26, 2021, must complete and submit a new application and verify their identity through ID.me, an IRS provider of sign-in services.

Due Date...

Form 8955-SSA is due on the last day of the seventh month after the plan year ends. For a calendar-year plan, this date is July 31. The due date may be extended up to 2 ½ months by filing Form 5558, Application for Extension of Time To File Certain Employee Plan Returns, on or before the normal due date (not including any extensions), or by using an automatic extension of time to file Form 8955-SSA until the due date of the employer's federal income tax return.