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Posted

From the instructions:

"The information reported on Forms 8955-SSA is generally
given to the Social Security Administration (SSA). The SSA
provides the reported information to separated participants
when they file for social security benefits."

My question is...if a separated participant is over NRA and already drawing SSN is the SSA information still provided to the Social Security Administration and if so, do they send a letter to those people?

I'm thinking no if the prompt for the SSA is the participant applying for social security benefits.

Posted

Just out of curiosity, if the separating participant is over NRA and drawing SS benefits, when they separate from service with the sponsor, why aren't their plan benefits being paid? Remember, if you are filing a 2014 SSA form, you are generally reporting people who separated from service in 2013.

Always check with your actuary first!

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