IRS releases draft 2009 Form 8955-SSA

The IRS has posted a draft version of 2009 Form 8955-SSA on its website. Comments on the draft form may be submitted to the IRS on its website. The IRS asks that the word “DRAFT” be included in the comments.

The draft Form 8955-SSA, the Social Security Administration’s ERISA Form 8955-SSA 2-D Barcode Standards, IRS Announcement 2011-21 (CCH Pension Plan Guide ¶17,097T-54), and Frequently Asked Questions Regarding Form 8955-SSA are all accessible on the IRS website’s Form 8955-SSA Resources screen at,,id=238959,00.html.

The Frequently Asked Questions cover information previously supplied, but also provide additional information about, among other things, electronic filing and certain parts of Form 8955-SSA that differ from Schedule SSA (Form 5500).

Source: IRS Retirement News for Employers, Spring 2011, May 17, 2011.

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For more information on this and related topics, consult the CCH Pension Plan Guide, CCH Employee Benefits Management, and Spencer’s Benefits Reports.

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