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Text of 2020 Draft Instructions for Form 8955-SSA: Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits (PDF)
Internal Revenue Service [IRS] 
[Official Guidance] Nov. 2, 2020 Oct. 30, 2020. "What's New: ... [1] The instructions ... have been revised to clarify how the Form 8955-SSA is to be used to report information about deferred vested participants using the correct Entry Codes.... [2] The Caution ... has been revised to clarify that no attachments are allowed with Form 8955-SSA.... [3] The instructions ... have been revised to clarify that the new plan administrator must complete a Form 8955-SSA using Entry Code C, except in the rare situation where the previous plan number and employer identification number (EIN) are not available; then, Entry Code A would be used." [Also available: an Oct. 30, 2020 draft of 2020 IRS Form 8955-SSA] |
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