Uploading Data to 8955-SSA - Batch (for multiple plans)

The following guide will walk through how to batch import 8955 forms to multiple plans.

Please Note: to use this feature plans must already exist in the software.

Step 1: Create a New 8955-SSA Batch

• From the Batches screen, click the Create New Batch button in the upper left corner.

• Enter a batch name for sorting and reference purposes, then click Create New Batch.

Note: The Amended Batch checkbox, when selected will only allow those filings with Part I Line  B of Form 8955-SSA marked as an amended to be added to the batch. If this is an original filing, please do not check this box. Original and amended filings may not be submitted in the same batch.

Step 2: Accessing the Upload Features

• From here, select the Page 1 CSV upload option. 
  • The Participant CSV Upload is unavailable until a Form 8955-SSA is added to the plan.

Step 3: Upload Page 1 Data

• Users can download a sample file or all existing page 1 data in the software or download the starter file by either EIN/PN or FTW supplied IDs

Once the template is completed:

• Select the .CSV file for upload.
• Specify the number of rows to ignore before the header row (default is “0” if no rows exist above the header).
• Click Submit to complete the upload.
• After completing Page 1, click Return at the bottom left of the screen.

Note: Ensure the .csv file includes the unedited column headers when uploading. A schema file is available for download to provide detailed formatting instructions.

Step 4: Upload Participant Data  (page 2)

• Once Page 1 has been added, the link to upload page 2 is enabled.
  • Select the Participant CSV Upload link.

• Download a sample template or existing data for the plan if needed. 
• Once the Participant data has been completed:
  • Select the CSV format radio dial, either using the EIN/PN or the ftw supplied IDs.
  • Select the CSV file for upload.
  • Specify the number of rows to ignore before the header row (default is “0” if no rows exist above the header).
  • Click Submit to complete the upload.
• After completing Page 2, click Return at the bottom left of the screen.

Step 5: Verify Data

• Once the Plans in Batch  and Participants in Batch  counts will populate in the upper right-hand corner.
• Edit Checks may be run in batch by selecting the yellow triangle Icon.