Form 8955-SSA – Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits

Form 8955-SSA (2009)

Form 8955-SSA Instructions (2009)

Form 8955-SSA 2-D Barcode Standards (1/14/2011)

Rev. Proc. 2011-31, Publication 4810, contains information required to file Form 8955–SSA through the IRS FIRE (Filing Information Returns Electronically) system.

Announcement 2011-21, Administrative, Procedural and Miscellaneous Replacement of Schedule SSA with Form 8955-SSA

Frequently Asked Questions regarding Form 8955-SSA

The Form 8955-SSA replaced the Schedule SSA (Form 5500). When is the PY 2009 filing data due?

The Form 8955-SSA is to be used for Plan Year (PY) 2009 filings and thereafter. The due date for filing the 2009 and 2010 Forms 8955-SSA is the later of (1) January 17, 2012 or (2) the due date that generally applies for filing the Form 8955-SSA for the 2010 plan year. The January 17, 2012 due date may not be extended by filing Form 5558.