If you’ve used the fulfillment service and later discover an error in a submitted plan, follow the steps below to create an amended batch and make corrections.
Step 1: Create a New Batch
- Navigate to the Batches/Fulfillment screen.
- Select Create New Batch.
- Be sure to check the box labeled “Amended batch?” during setup.
Step 2: Select Fulfilled Plans
- On the Select Plan screen, you will see a list of all plans that have already been fulfilled.
- Select the plan(s) you need to amend.
Step 3: Access and Edit the Plan
- After selecting the plan(s), navigate to each one individually.
- Open the draft Form 8955-SSA.
- The Part I, Item B checkbox will be automatically selected for you.
- Make all necessary corrections to the form.
Step 4: Finalize the Batch
- Once all updates are complete, proceed with locking the batch and downloading the updated ZIP file, if applicable.
