Retirement Plan FAQs Regarding Form 8955-SSA - How does our organization become an approved vendor for the Form 8955-SSA?
After creating a substitute Form 8955-SSA with a 2-D barcode, submit it to the Social Security Administration for form approval. The approval process and requirements are described in the 2-D barcode standards document on this website - Form 8955-SSA Resources. Once approved, your organization will be among the approved vendors. A list of the approved vendors will be posted at a later date; the location is not yet determined.