8955-SSA & Deadlines

[DanyelN]

We have a terminating plan whose final forms need to be filed by January 31, 2026.  We completed them in Relius Web Client several months ago but the client failed to sign the forms until after January 1st.  We had to redo the forms on the Form Year 2025 forms to send them through Web Client.  The issue now is that the plan needs an 8955-SSA which is not yet available.  We do have everything set up so that if needed we could submit directly through the FIRE system but i am having no luck coming up with a template for  manual submission.  Does anybody have any resources for a format or am I missing a way to create it in Relius (Admin or Web Client)

[Marjorie Lucas]

You can find forms, instructions, and publications by going to the IRS website at IRS.gov/FormsPubs or IRS.gov/OrderForms.  

Please keep in mind that it is not for all filers.  For plan years beginning after 2013, must file electronically using the FIRE system.

Hope, this helps!

[Bri]

Worst case scenario might be to extend the 8955 deadline. 

I actually just checked that a terminating plan does have the deadline and requirement to "D" everyone previously reported.  (Ongoing plans might not have as much of a time requirement to update to D, right?)

[DanyelN]

1 hour ago, Bri said:

  (Ongoing plans might not have as much of a time requirement to update to D, right?)

Correct, if it was an ongoing plan we would just shake our heads and make a note to add those people next year but for a terminating plan there is a hard deadline.  I had not considered the extension since the 5500 was already filed but that may be our best option.