E-file Form 8955-SSA for separated participants with deferred vested benefits

Follow these steps to e-file Form 8955-SSA, Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits.

Follow these steps to e-file Form 8955-SSA:

Complete Form 8955-SSA in

Organizer
8955-SSA
Deferred Vested Benefits

Go to

Organizer
E-file
Create/Enable E-file

Select Enable Annual Registration Statement E-file
.

Select Create Annual Statement E-file
.

To review any messages generated by the e-file creation, go to the Detail
tab.

Review diagnostics by selecting View
, then Diagnostics
. Clear any alerts and rejection diagnostics.

To send qualified e-files, go to

RS Browser
Returns Processing
E-file
Select Returns

Select an account, tax year, 5500
for the return type, and Other Forms
for the e-file type.

Select Federal ready to send
, then Continue
.

Select the return, then Submit for E-file
.

This article applies to: