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Text of Draft Instructions for 2017 IRS Form 8955-SSA (PDF)
Internal Revenue Service [IRS]
[Official Guidance] Sept. 1, 2017
8 pages, Aug. 10, 2017. "Form 8955-SSA, the designated successor to Schedule SSA (Form 5500), is used to satisfy the reporting requirements of section 6057(a). Form 8955-SSA is a stand-alone reporting form filed with the IRS.... Use Form 8955-SSA to report information about separated participants with deferred vested benefits under the plan.... 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."
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