In this FAQ, DWC explains how Form SSA information is used by the government, talk about when is the deadline for filing Form SSA and more. Understanding IRS Form SSA. If your plan is subject to ERISA, you are required to report separated plan participants who have deferred. Form SSA. What it is. Who must file it? When is it due? Pinnacle helps companies prepare and file Form SSA with the IRS.

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IRS Releases Instructions for Form SSA | AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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IRS Releases Form 5500-EZ and Form 8955-SSA for 2016 Plan Year

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Go to original post. Do you want to read more articles like this one? ERISA requires that a terminated participant be provided with an individual statement when the terminated participant is reported to the Social Security Administration SSA as having a deferred vested benefit.

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The individual statement must be provided by the deadline for Form SSA.

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