Qualified Separate Lines of Business, and Form 8955-SSA, Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits. See irs.gov Section 5: Line-by-Line Instructions for the 2017 Form 5500 and Schedules.. 14 Part I (Form 5500) - Annual Return/Report Identification Instructions: Tips: More Information: Enter a term in the Find Box. Select a category (column heading) in the drop down. Click Find. Click on the product number in each row to view/download. Posted September 20, 2017. I believe that the 8955-SSA is used EXCLUSIVELY to report participants and to document when previously reported participants have received what they were entitled to. One NEVER reports a beneficiary on the form for any reason - it is only used to report participants. The instructions make that clear by only referring The IRS has released Forms 5500-EZ and 8955-SSA for 2018, along with their separate Instructions. Form 5500-EZ is filed with the IRS, in paper format only, for one-participant retirement plans with year-end assets exceeding $250,000 and foreign retirement plans. Form 8955-SSA, which can be filed in either paper or electronic format, is used to Text of Draft Instructions for 2017 IRS Form 8955-SSA (PDF) 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 Complete IRS 5500-EZ Instructions 2017 online with US Legal Forms. Form 5500- EZ, and/or Form 8955-SSA, file Form 5558 on or before the return/report's normal due date. The normal due date is the date the Form 5500, Form 5500-SF, Form 5500-EZ, and/or Form 8955-SSA would otherwise be due, without extension. Can you e file the 5500 extension? The Form 8955-SSA was created because, as part of the redesign on the Form 5500 annual report several years ago, the requirement to report participants with deferred vested benefits on Form 5500 Schedule SSA was eliminated. However, the IRS still wants to gather information about participants who terminate with a deferred vested benefit. Choose the document template you will need from the collection of legal forms. Choose the Get form button to open the document and start editing. Fill in the necessary boxes (they are marked in yellow). The Signature Wizard will allow you to put your electronic signature as soon as you have finished imputing details. Insert the relevant date. The IRS has issued guidance regarding Form 8955-SSA, which is the successor to the Schedule SSA of the Form 5500. Form 8955-SSA is the form to be used to satisfy the reporting requirements of section 6057 (a) of the Code for plan years beginning after December 31, 2008. Form 8955-SSA should not be filed as part of the Form 5500. A plan fails fail to file both the 5500 and 8955-SSA. If the plan files a DFVCP and pay the fee and follow the IRS instructions for filing the late 8955-SSA they will accept the DFVCP for the 5500. There will be no fine for the 8955-SSA. I have only done that once and we did both forms and followed the IRS' instructions and it was painless. 2017. If Joan still has a vested balance in your plan as of the end of 2018 (the year after the year she terminates), then she must be reported on Form 8955-SSA for the 2018 plan year. The deadline for filing the form is the s