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2025 Instructions for Form 8955-SSA
Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits View Official Instructions | View IRS FAQs Regarding Form 8955-SSA
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Note: A subscription to both the Compliance Software and Portal is needed to use the batch features. Specify a Server will need to be set up within the Compliance tab of the global email settings to send a communication to portal users.
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Last Updated: 02/05/2026
in Portal User Guide
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Global Email Settings can be accessed by selecting the Wolters Kluwer logo , then navigating to Administrative Tasks > Portal/Workflow > Global Email Settings . Only users with the role of Master Admin User or Designated Admin have permiss...
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Who is considered a deferred vested participant?
When is the Form 8955-SSA due?
On the Form 8955-SSA, for what purpose can I check the "Special extension" box?
Must I file a Form 8955-SSA for a year ...
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Table of Contents
Q1: Amending a Filing
Q2: Prior Year Filings
Q2a: Amending a Prior Year 5500-SF for a One-Participant or Foreign Plan
Q2b: Amending a Prior Year 5500-EZ
Q3: Notices from IRS (CP 403 and CP 406 N...
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This guide outlines the steps to require .CSV file format for census uploads—both when sending census files to portal users and when receiving census uploads from them. This ensures consistency, reduces processing errors, and aligns with system re...
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To set up Portal Branding, you have to be the Master Admin User or a Designated Admin. If you have these designations, you can access the Portal Branding via the Wolters Kluwer Logo>Administrative Tasks>Portal / Workflow> Portal Branding: Po...
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Last Updated: 01/30/2026
in Portal User Guide
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Correcting Payees in a Locked Batch (FTW Fulfillment Originals) If the original records were processed through FTW Fulfillment , follow these steps to prepare a correction:
Access the FTW System
Select the appropriate Company...