8955-SSA - No one for 2009

[austin3515]

Let's say there are NO participants required to be reported for 2009. Does anyone have a problem with me voluntarily reporting my 2010 people in the 2009 plan year in this situaiton? I have good reasons for doing it this way, so please don't say "why don't you just report them in 2010?"

[pmacduff]

IMHO - I think you should be fine due to the "special" allowance that 2009 and 2010 can be combined per the instructions.

[Andy the Actuary]

There does not appear to be any provision in the instructions that would prevent your action. Given the purpose of the form is to facilitate SSA's reminding the participant of a benefit entitlement, the action seems within the forms scope.

[chc93]

FWIW... this is what I'm doing... instead of waiting for a 2010 form. Get it over with, and start "fresh" with the 2011 form.

[Guest ERISA01142002]

Let's say there are NO participants required to be reported for 2009. Does anyone have a problem with me voluntarily reporting my 2010 people in the 2009 plan year in this situaiton? I have good reasons for doing it this way, so please don't say "why don't you just report them in 2010?"

The only reason I didn't report my 2010 terminated EEs with deferred vested benefits is the hope that they'll take a distribution and I won't have to report them next year at all.

[austin3515]

I just think thats one more thing to look for in the following year (i.e., next year, before D'ing them, you have to chek to see if you reported them last year). just sounds like more work in the end. But that's just my approach of course!