Form 8955-SSA

[CLE401kGuy]

Just back from ASPPA and geared up to get our 8955-SSA's filed for our clients. The question regarding having supplied the required individual statement was mentioned. Does anyone have any particular wording they are using? The instructions generically say to provide a statement setting forth the information contained in the SSA form. Isn't all this on the quarterly plan statement that most 401k participants receive regardless of active or terminated status? Any thoughts on the wording you're using out there would be appreciated, Thanks

[shERPA]

Rhonda Migdail of IRS said from the dais that they believe it is reasonable to take the position that all of the regular plan notices, distribution paperwork and/or periodic benefit statements provide the information necessary. She said a "technical reading" would require that the SSN also be included, but in light of all the concerns with protecting SSNs that they are not going to require this. So no additional individual statement required.