If you printed and mailed Form 8955-SSA plan-by-plan and later discover an error, follow the steps below to correct and refile the plan.
Option 1: If Printing and Mailing your form
Step 1: Access the Draft Form
- Navigate to the affected plan.
- Open the draft Form 8955-SSA.
Step 2: Mark as Amended
- Check the box for Part I, Item B to indicate the form is being amended.
Step 3: Make Corrections
- Update the form as needed.
- Print and file the corrected form with the IRS.
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.
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.
If you’ve already downloaded a ZIP file and later discover an error in one of the plans, follow these steps to make corrections and generate an amended batch:
Step 1: Unlock the Batch
- Go to the Batches/Fulfillment screen.
- Locate the batch containing the plan with the error.
- Unlock the batch to allow edits.
Step 2: Remove the Plan
- From the unlocked batch, remove the specific plan that needs to be amended.
Step 3: Amend the Plan
- Navigate to the plan.
- Check the box for Part I, Item B to indicate an amendment.
- Make all necessary updates to the plan.
Step 4: Create a New Batch
- Return to the Batches/Fulfillment screen.
- Select Create New Batch.
- Be sure to check the box labeled “Amended batch?” during setup.
Step 5: Select Amended Plans
- On the Select Plan screen, you will see a list of:
- Plans with the “Amended” box checked on the 8955-SSA.
- Plans not currently included in another batch.
- Select the appropriate amended plans.
Step 6: Finalize and Download
- Lock the new batch.
- Download the updated ZIP file.
