IRS Form 8955-SSA (Tax Year 2025)

Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits

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IRS Form 8955-SSA, titled Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits, is used by retirement plan sponsors to report information about participants who have separated from employment but still have vested benefits in the plan.

 
Who Files Form 8955-SSA

Retirement plan administrators or sponsors (such as employers or trustees of 401(k) or pension plans) are responsible for filing Form 8955-SSA.

 
Who Receives Form 8955-SSA

The IRS and Social Security Administration (SSA) both receive Form 8955-SSA directly from the plan administrator.


Purpose of Form 8955-SSA

The form ensures that employees who separated from a company do not lose track of vested retirement benefits.

When to File Form 8955-SSA

Form 8955-SSA is generally due seven months after the end of the plan year. For calendar-year plans, this means the filing deadline falls on July 31. An automatic 2.5-month extension is available, which moves the due date to October 15.

For over 10 years, we’ve supported Form 8955-SSA filings. Outsourcing is now the fastest and easiest way to stay compliant. Instead of learning new software or worrying about IRS formats, let our experts handle the entire process for you.

Fast and Reliable Filing

We can prepare and electronically file any volume of Form 8955-SSA returns, usually within 0–1 business days. In addition, the IRS typically confirms file status within 2–5 days, so you can move forward with confidence.

Simple Process to Get Started

Getting started is easy. We send you a secure link where you can upload your Excel file. From there, we convert your data into IRS-ready format, provide a PDF for your review, and once approved, electronically file it on your behalf using our IRS transmitter account.

Why Choose Outsourcing

By outsourcing, you save time, reduce administrative burden, and eliminate the need for your own TCC or IRS account. Most importantly, you can be confident the job will be done right.

Call our sales office at (480) 706-6474 to get started today.

We are an IRS Approved 8955-SSA Software Vendor, authorized to transmit Form 8955-SSA filings through the IRS FIRE system. This approval means our software has been tested by the IRS and meets all technical filing requirements.

  • Guaranteed IRS Compliance – Files are created in the exact format required by the IRS.

  • Free Technical Support – Call or email anytime and our U.S.-based team will assist you with setup, installation, and electronic filing questions.

  • Proven Reliability – Over 10 years of successful 8955-SSA filings for businesses and institutions.

Please note: while we provide full technical support for the software and filing process, we do not provide tax advice.

View the IRS list of Approved 8955-SSA Software Vendors.

Beginning with tax year 2023, the IRS requires electronic filing if you submit 10 or more information returns in total. This rule applies across all information returns, including 8955-SSA forms.

  • 10-Form Rule
    Paper filing is only permitted if you have 10 or fewer aggregate returns to file. If you file more than 10 returns of any type combined, you must e-file.

  • Impact on Businesses
    This lower threshold means that many smaller employers and organizations who previously filed on paper must now move to electronic filing solutions.

As a result, more businesses are adopting outsourcing to meet these filing requirements without delays.

Electronic Filing
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