Nova 401(k) Associates
Compensation Strategies Group, Ltd.
The Retirement Plan Company (TRPC)/an ABG firm
Creative Pension Consultants, Inc.
Atlantic Pension Services Inc
Nicholas Pension Consultants
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|Text of 2020 Instructions for IRS Form 8955-SSA: Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits (PDF)|
Internal Revenue Service [IRS]
Jan. 15, 2021
"What's New: ...  The instructions under Purpose of Form 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....  The Caution under How To File has been revised to clarify that no attachments are allowed with Form 8955-SSA....  The instructions under Transfer of a Participant's Benefit to the Plan of a New Employer 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: 2020 Form 8955-SSA]
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