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8955 signatures


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Posted

Any thoughts on how many signatures are required on an 8955 (we are not filing electronically for our clients.) IRS instructions just say sign and file, but the form has sponsor and administrator sections. We could use the 5500 theory and say admin only needed, but wouldn't it be nice if that was stated somewhere? Maybe it is?

Posted
What to do is stated in the instructions to the 8955-SSA.

If so, I wouldn't have asked. From the instructions:

· Sign and date the Form 8955-SSA.

Not too helpful for a form that has a spot for 2 signatures. Nothing about whether 2 signatures are needed or only the plan administrator.

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