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Retirement Plans FAQs Regarding Form 8955-SSA - May I attach a spreadsheet page with participant information to the Form 8955-SSA?

Yes, it is acceptable to attach a file to a downloaded or printed Form 8955-SSA as long as you arrange the data in the file in the same order and format as that of Part III the Form 8955-SSA, page 2.

If you complete and file the printed form with a nonstandard page 2, the page 2 must contain the same information and format as the page 2 of the Form 8955-SSA. Filing a nonstandard page 2 may result in correspondence and delay processing the form. See the Form 8955-SSA Instructions (2009).

Page Last Reviewed or Updated: 05-Mar-2014