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8955-ssa participant statement Form: What You Should Know

More in Form 5500 FTF Forms and Instructions Form 8955-SSA — FTF Form 8955-SSA/2-SSA — FTF SSA with Separated Participants. Jun 3, 2024 — Schedule SSA for participants and beneficiaries to file with the IRS Form 8955-SSA and to update information prior to filing Form 8955SSA — FTF. Form 8955-SSA and FTF — Schedule SSA With Separated Participants. Additional Information Separated from their employer, separated participant with deferred vested benefits must file Form 8955-SSA (Form 8955-SSA / 2) with Filer's employer or pay the following fees: For information on the new Form 8955-SSA, please refer to page 4 of the  2014 Guide to Filing Requirements for Forms 8955. Mar 1, 2024 — Filing Form 8955-SSA is a new form that may be used to report separated participant with deferred vested benefits in the same manner as annual statements, except that separated participant with deferred vested benefits can be treated as a single participant only if the participant and each participant's beneficiary are separated.

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