This guide explains how to upload both Page 1 and Page 2 (Participant) data for Form 8955‑SSA within the 5500 Module. Each section walks through the available upload options and what to expect along the way.
Uploading Page 1 Information
To begin, open the 8955‑SSA box within the 5500 Module and select Upload. This opens the 8955‑SSA Upload Menu.
- From here, choose Page 1 CSV Upload (Page 1 Only) this redirects to the Upload Screen.
What’s on the Upload Screen
The upload screen provides three helpful .csv files:
- Sample File – Supplies a preformatted .CSV file that shows exactly how Page 1 data should be structured. This is the best starting point when entering information for a new plan.
- Schema File – Lists all fields used in the upload, along with descriptions, data types, and acceptable values. This is useful for validating or troubleshooting data.
- Existing Page 1 Data – Exports any Page 1 information already entered for the plan. This makes it easy to update or correct data without starting from scratch.
For new 8955-SSA Form data, download the sample file 8955P1Sample.csv.
After the required information has been added, return to the upload screen, select Browse to locate the file on your computer, and then select Submit to upload.
Once Page 1 details have been completed, the upload screen will now enable Page 2 Participant details to be imported.
NOTE: Only one plan can be uploaded at a time. The system reads only the first row of data in the file.
Uploading Participant (Page 2) Information
Before uploading Page 2 participant data, a Page 1 record must already exist. This can be added manually using Add Form 8955‑SSA, or it can be created through the Page 1 upload process described above.
Once Page 1 is in place:
- Select the Upload link within the 8955‑SSA box.
- In the 8955‑SSA Upload Menu, select Participant CSV Upload (Page 2 Only).
What’s on the Upload Screen
The Page 2 upload screen offers the same three options found on the Page 1 upload page:
- Download a sample file – Generates a CSV template formatted for Page 2 participant data.
- This template also contains fields to upload participant addresses for the participant statements. If you do not wish to use ftwilliam.com's statements, then columns M-U pertaining to the address fields may be left blank.
- Download the schema file – Provides detailed descriptions of each participant data field and the accepted values.
- Download the existing Page 2 participant data – Exports any participant information currently stored for the plan for quick edits and re‑uploading.
Download the sample CSV to begin entering participant information. After saving the completed file, select Browse to locate the file on your computer, and then select Submit to upload.
NOTE: This will replace all of the Participant data on ALL Page 2's of the 8955-SSA.
Once completed both page 1 and 2 will be available to review, run edit checks, and e-file.
