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.
Why it matters
For IRS Form 5500-EZ, this term helps decide which records, dates, values, or review questions belong in the packet.
How the tool uses it
Solo 5500 treats this as a review signal. The user enters the facts, checks the source-linked explanation, reviews the packet, and files through the official channel when the supported case still fits.
When to check the source
Check the official source when the answer depends on eligibility, late filing relief, official correspondence, valuation, or a fact you cannot verify from your own records.
Source and review date
Last reviewed: . Use the linked source for the official wording behind this term.
Official source: IRS Form 5500-EZ filing notices