IRS Releases Form 8955 Instructions

On Dec. 28, 2017, the IRS published 2017 instructions 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.

Employers should review these instructions in preparation for filing the 2017 Forms 8955-SSA.

2017 Instructions for Form 8955-SSA »