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8955-ssa code d Form: What You Should Know

Frequently asked questions regarding Form 8955-SSA | IRS What is Part III? — ERICA | ERICA Retirement Plan | ERICA 401(k) Blog The plan administrator completes Forms 8955-SSA using the code D for Part III, line 9, to report the following information about any participant terminated in a prior year and still in the plan :  Participant termination information. The following information is generally to be entered on Form 8955-SSA :  Participant terminations with vested amounts at the end of the reporting year (except the plan administrator's determination whether the participant terminated in a prior year and was still on the plan). The plan includes a provision for participants and beneficiaries who may not be paid a vested annuity benefit : If any participant terminated in a prior year and is still  beneficially entitled to a vested amount, the plan administrator should determine whether the participant terminated in a  qualified year, as defined in the plan's proxy statement. The participant or the participant's designated agent should  use Form 9068 on or before September 20th to report the participant's termination and vested amount. How Do I Complete Form 8955-SSA? — IRS The next three pages of the Form 8955-SSA contain instructions concerning how to complete the form: Part III. Enter the participant's termination information (line 9, column a) Part IV. Report the participant termination information (line 9, column b) Part V. Add a note to the participant termination line on the form (form 8955-SSA (see next item)) If there is a separation plan within the plan, refer to Part VI. What information must be entered on the Form 8955-SSA? — IRS The following information must be entered on the form to report participant terminations: Participant data to be submitted to ERICA. The following information, when collected and presented separately, must be submitted to ERICA :  The participant's name, Social Security/W-2 Number, and employment address.

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