Glossary

Form 8955-SSA

IRS Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits.

Definition

Form 8955-SSA reports separated participants who have a deferred vested benefit. Most Solo 401(k) plans do not file Form 8955-SSA because they have no separated participants other than the owner. The form is filed electronically through EFAST2 by sponsors above the 10-return threshold.

Related terms