IRS Releases Form 8955-SSA

On Sept. 26, 2018, the IRS published the 2018 draft form related to Form 8955-SSA, Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits. As background, Form 8955-SSA is used to report information about participants who separated from service during the plan year and are entitled to deferred vested benefits under the retirement plan.

The information in this form is given to the Social Security Administration (SSA), and the SSA provides that information to separated participants when they file for Social Security benefits.

On Oct. 4, 2018, the IRS also released the 2018 draft instructions for the Form 8955-SSA. They don’t highlight any changes in the updated forms.

Employers should review this draft form in preparation for filing the 2018 Forms 8955-SSA.

Draft Form 8955-SSA »
Draft Instructions 8955-SSA »