Schedule SSA Filing Requirements for Partial Distributions

[Beemer]

If a participant elects to split their distribution and take part of it in a lump sum payment now and defer the rest is the remaining portion reportable on the Schedule SSA? I am reading that they should not be reported if the participant receives "some or all of the benefit, whether as a lump-sum payment , or...), but I also see that participants should be reported if benefit payments cease. I would appreciate hearing how others are handling this.

[Guest anagpal]

Well, it is obivious that we do not report a participant if partial or full distribution is made. Incase benefits are ceased, the only example I know for cease of benefits is in case a QDRO is issued, we need to report participant because this report ultimately supports Social Security Department functioning. If you have seen any other example for cease of benefits except black out & QDRO, please let me know.