If a portal user has already E-Filed a plan and later identifies an error, follow the steps below to amend and refile the Form 8955-SSA.
Step 1: Access the Plan
- Navigate to the plan that was previously E-Filed.
- Locate and open the draft Form 8955-SSA.
Step 2: Begin the Amendment Process
- Click the “Amend 8955” button.
- This will make the form editable.
- The “Amended” box will be automatically checked.
Step 3: Make Corrections
- Review the form and make all necessary updates.
- Ensure all changes are accurate and complete.
Step 4: Verify Form Status
- Confirm that the form now shows an OK status.
- This indicates the form is ready for submission.
Step 5: Refile the Plan
- Once the form is in OK status, the plan can be E-Filed again via the portal.
