This version of the form is not currently in use and is provided for reference only. Download this version of Instructions for IRS Form 8955-SSA for the current year.
This document contains official instructions for IRS Form 8955-SSA , Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits - a tax form released and collected by the Internal Revenue Service (IRS), a subdivision of the U.S. Department of the Treasury. An up-to-date fillable IRS Form 8955-SSA is available for download through this link.
Q: What is IRS Form 8955-SSA?
A: IRS Form 8955-SSA is an Annual Registration Statement used to identify separated participants with deferred vested benefits.
Q: Who needs to file IRS Form 8955-SSA?
A: Plan administrators of retirement plans that have separated participants with deferred vested benefits need to file IRS Form 8955-SSA.
Q: When is IRS Form 8955-SSA due?
A: IRS Form 8955-SSA is generally due by the last day of the seventh month after the plan year ends. The exact due date may vary, so it's important to check the instructions for the specific year.
Q: What information is required on IRS Form 8955-SSA?
A: IRS Form 8955-SSA requires information about the plan, the plan sponsor, the plan administrator, and the separated participants with deferred vested benefits.
Instruction Details:
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