Question 6 - Have you been hospitalized or had surgery since (the beginning of the report period)? are sent. of the SSA component to who the mailer form should be returned is printed on the reply The mailer form, a generic cover notice and instruction insert, and a reply envelope The rest require PC Review.). Remarks: Space that can be used to further answer questions 1 through 6. SOAR-trained caseworkers are encouraged to assist beneficiaries with the actual completion of this form if the beneficiary is not able to complete it themselves or are requesting this assistance. This occurs by remaining employed for a steady and reasonable amount of time to pay into the social security fund. The Form W-2 must be filed with the SSA by January 31st for the preceding calendar year. jurisdiction is described in GN 01050.055 and GN 01070.245. (deferral, DO CDR, or PC Review. This occurs in a small percentage of the mailer forms received for processing. Probability is determined on the basis of statistical Learn English and Attend College in the U.S. For additional information, contact the IRS at (866) 860-4259 or visit IRS.gov. Assisting SSI and SSDI Beneficiaries with Form SSA-455: Be sure not to send cash, checks, money orders, or other forms of payment with the Forms W-2 you submit to the SSA. Well continue to update our status page with more information. endstream endobj startxref or DI 40502.001E. If you didn't find the error before filing the form, here's some information that can help you figure out how to make corrections and where to submit them. If this is the case, employers should send the Form W-3 and Copy A of Forms W-2 to the following address: Social Security Administration Direct Operations Center Attn: W-2 Process 1150 E. Mountain Drive Wilkes-Barre, PA 18702-7997. MDR value of 3 is used and a medical reexamination diary 36 months in the future (regulation-basis code and listing number, if applicable) for the initial determination; Baltimore, MD 21235 Please do not send In 1935, President Franklin Roosevelt signed the Social Security Act. (than can be included on the mailer form) as to what information is being requested. To avoid incorrect selection, usually means within the last 2 years. A completed Form W-3c will also need to be submitted when filing one or more Forms W-2c. When the OCDRS Decision logic action input is that PC Review is required, the DCF shows EVENT 006 "T2 PC REVIEW", "T2/T16 PC REVIEW", or "T16 PC REVIEW". WebSocial Security Administration Wilkes-Barre Data Operations Center P.O. The insert also includes two pages of instructions on how to complete the DO CDR/Full Medical CDR Referral Action - The appropriate DCF input is made, and the case is referred to the FO to notify IRS. Status. Mastering Form W-2: The Essential Guide - The Boom Post are variously referred to as HIGHs or MEDIUMs, when differentiating between the slip. or "T16 CDR DEFERRED BY PC". MD The possible CDT codes are: 44 CDR mailer released in FY 2004 or later. Question 1: Since (the beginning of the report period), have you worked for someone or been self- employed? doctor tell you? Social Security Internet address and services, Non-receipt of your Social Security benefit. Official websites use .gov Social Security Phone Scams 2019, How To: Get a Benefit Verification Letter Video, How To: Report Your Wages to Social Security Video. mailer forms will be prepared following completion of this review. Instructions for Forms W-2 programs(s)? the results of the statistical analyses. The address SHIPs are federally funded to provide free, objective assistance to people with Medicare and their families. hbbd```b``o@d -d["e@@|9h$J20120ag uA This feedback is used only to improve this Support Center article and is not sent to our Support team. The beneficiary will be asked to digitally sign the form when completing it online and an email confirmation of their digital signature is required to complete the process. representative payees in February and August of the FY. Social Security accepts laser printed Forms W-2/W-3 as well as the standard red drop-out ink forms. The Form W-3 must be filed with the SSA by January 31st for the preceding calendar year. Please include your Social Security number or claim number whenever you write to us. Much more frequently, a deferral action is made to defer doing a full CDR. soar@prainc.com. For a more detailed description of WBDOC actions, see DI 13004.005E. XVI cases to the servicing FOs for action; analyzes the mailer responses, including remarks and any attachments that are received form process; explaining the need on the recipient's part to answer the questions, sign the mailer Form SSA-455 is a self-help mailer form designed to solicit key information from disabled In order to complete this form online, the beneficiary must have received a request for a Disability Update Report in the mail, have their SSN, current address and phone number, and have a valid email address. These downloaded forms are not scannable and they won't be accepted by the IRS. This form can now also be completed online here: https://secure.ssa.gov/ssa455/front-end/. I got a letter from the Social Security Administration which looks very official with all the little code lines, To sign up for updates or to access your subscriber preferences, please enter your contact information. File by Mail: File Forms W-2c with the Social Security Administration, Direct Operations Center, PO Box 333, Wilkes-Barre, PA, 18769-0001. For more detailed information on FO actions, see DI 13004.005. refuses to cooperate, the case is processed as a "DO CDR" to the servicing field office You should call this Charlotte Social Security office ahead of time to verify their hours of operations.Monday:9:00 AM 3:00 PM. The IRS will request that the employer furnish a corrected Form W-2 within ten days. envelope provided with the mailer form. Title II change of addresses (with or without a corresponding change of telephone During this transition, you may experience longer wait times. The medical diary reason (MDR) code at the time the case was selected for mailer form processing is used to reset Form W-2c/W-3c Instructions. Received a Social Security Letter? What You Should Know front of the form. and what outcomes may result when the Agency processes the mailer. Question 4 - Within the last 2 years have you attended any school or work training What is a W3 Form and Does Your Business Need it? The address to send Title II-only and concurrent Title II/Title XVI YES, will you and the other The hard paper mailer form was the only CDR mailer form prior to fiscal year 1996. Secure .gov websites use HTTPS You may file W-2/W-3 forms and W-2c/W-3c forms to the Social Security Administration by mail or using the SSA's Business Services Online site. If you still need additional help, you may write to the Office of Public Inquiries and Communications Support. contractors; a single sequence of questions and matching hard paper and scannable data on any prior CDR(s); recent earnings. When this form is completed and returned, Social Security reviews the information provided by the beneficiary (including attachments such as medical evidence and work information) and two possible outcomes occur. General Instructions for Forms W-2 and W-3. One outcome is that the beneficiary is referred for a full medical CDR and the other outcome is that the beneficiary is deferred from a full medical CDR and set up for a reexamination date sometime in the future (typically one to seven years). Note, errors regarding your contractors information have specific instructions for submitting corrections: File by Mail: View the Error Chart (page 11) for instructions on how to complete your corrected return accordingly. 594 0 obj <> endobj completion of the form if the beneficiary requests help or the PC requests assistance; answering questions the recipient may have regarding the mailer form and the mailer Wrongly formatting the employee's name in box "e." The correct format is to put the employee's first name and middle initial in the first box, surname in the second box, and any suffix (like "Junior") in the third box. Inauguration of the President of the United States, Office of Public Inquiries and Communications Support. BY AUTOMATED REVIEW", or "T16 CDR DEFERRED BY AUTOMATED REVIEW". Page 26. "Deadline Dates to File W-2s.". The WBDOC reviews and processes most scannable CDR mailer forms. the medical reexamination diary date. with the form, be sent only to either the WBDOC (all scannable mailer forms SSA-455-OCR-SM) Depending on the information received with the completed mailer, referral for a full initiated, it may then be appropriate to apply the FOs' WU or FTC procedures in DI 13015.001 through DI 13005.025 and/or the DDSs' WU or FTC procedures in DI 28075.000. obtains answers to questions, or to resolve conflicting responses; receives, prints and associates the OCDRS decision logic alert, facsimile and profile Show. For a very detailed description of OCDRS decision logic, see DI 40502.001F. Wilkes-Barre Direct Operations Center (WBDOC) for processing (see, The mailer form, a generic cover notice and instruction insert, and a reply envelope beneficiaries or their representative payees in October, February and June of the Social Security Administration Direct Operations Center Wilkes-Barre, PA 18769-001 HR professionals can send the W3 forms more rapidly by choosing private carriers. Correcting an error on an employee's W-2 before it's submitted to the SSA is similar to the process of voiding a check before it's cashed. In Title XVI cases, if a full medical CDR is needed, update the mailer in DCF to DO This information appears in box 12 of the W-2 and it's coded "DD." point decision (CPD) established. If you file 250 or more W-2 forms, you must file them electronically. 404.1589 [4y7n1MDP0j=g*E^ X2SYJsOJ=I!J]D]KRihmOS-f&nR#wa{:f$f? Social Security Administration by an Individual Beneficiary Identification code (ID) (e.g., 999-99-9999DI, or 888-88-8888BI, Question 6 - Within the last 2 years have you been hospitalized or had surgery? The hard paper form has a fixed report period format (the last 2 years). other information, and the profile sheet; processes the mailer form to either a deferral or DO CDR action: Deferral Action - The appropriate DCF input is made (see DI 40502.001J.3. Question 1 - Since (the beginning of the report period), have you worked for someone or been self-employed? WebYou can use our online services to apply for benefits, check the status of your claim or appeal, request a replacement Social Security card (in many areas), get an instant private carrier such as FedEx or UPS). Reviews of cases involving Your Form 1099-NEC must be mailed or e-filed to the IRS by January 31. Divorced person who is unmarried and who is over 62 years of age may qualify for social security benefits from a previous spouse if they were married for more than a decade. Did you know weve answered more than 200 of your most frequently asked questions (FAQs)? WebThe Office of Disability Determinations (ODD) (S2T) provides operational standards, instructions, operational and procedural advice, technical support, and management whereabouts unknown (WU) or failure to cooperate (FTC) procedures of the CDR process. You must report the cost of health care coverage for your employer-sponsored group health plan. improvement were a full CDR done. If youre deaf or hard of hearing and use TTY equipment, you can call our TTY number at 1-800-325-0778. ); scans and keys the information on the mailer form to create an electronic data file may be referred to as non-LOWs or not-LOWs. Quarterly tax returns are due by the last day of the month following the end of the calendar quarter (e.g., on April 30th for the first quarter): File by Mail: Download Form 941, and mail return with any tax payment due to the address indicated on the form.Use Form 941-V (Payment Voucher) when making any payment with Form 941. %PDF-1.7 % update or correct other information on your Social Security number record. is set. You must file Form 1099-NEC for each person to whom you have paid during the year for the minimum amount of $600 in: Services performed by someone who is not your employee, Generally, the cash paid from a notional principal contract to an individual, partnership or estate. A locked padlock Annual tax returns are due by January 31st for the preceding calendar year: File by Mail: Download Form 944, and mail return with any tax payment due to the address indicated on the form. Form W-2/W-3 Instructions ) or https:// means youve safely connected to the .gov website. Center (NCC). FY. The current version of the SSA-5526-U2-OP2 does not have pre-printed Continuing Disability Copy A: You will need to obtain a physical Form 1099-NEC, fill out Copy A, and mail it to the IRS. SSA - POMS: DI 28001.003 - Social Security Administration If we need more information, we will contact you. Go to www.ssa.gov and click Menu in the top right corner.In the menu on the left, click on the link that says Contact Us.On this page, click on the link that says "Find an Office."Type in your zip code. These forms are used on an as-needed basis by the PCs and FOs. Question 7 - Within the last 2 years have you gone to a doctor or clinic for your Yes or No, Question 3: Since (the beginning of the report period), have you and your doctor discussed whether you can work, and if so, what did the doctor tell you? Question 5 - Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? In addition, a Title XVI claim number is on the 4+t?1zxn nmZn5&xUAX5N(;a,r}=YUUA?z r[ $ However, if you pay an amount with Form 941 that shouldve been deposited, you may be subject to a penalty. SSI and SSDI beneficiaries are mailed the Disability Update Report and it must be completed and returned to the address on the reply envelope that is provided in the mailing (usually the Wilkes-Barre Direct Operations Center). Frequently Asked Questions on W-2 and W-2c. Here are some other common errors on W-2 forms that must be corrected: You can't download the red Copy A of Form W-2/W-3 or W-2c/W-3c from the Internet. An optically scannable self-mailer variation of the mailer form, the SSA-455-OCR-SM, is most frequently used. Up to $280 for each form if you wait until after August 1. Although mailer forms should only rarely be misrouted if DIRCON is successful, the PC obtains the answers to the questions, sends out the Forms W-2c and W-3c are correction forms and must be submitted to the SSA if you need to make most changes to your W-2 forms after you have submitted the original forms. is established for the MDR and the MRED/MR is reset for 36 months/3 years. how long the new MRED/MR should be. Here is guidance on assisting beneficiaries with completing the SSA-455: Disability Update Report. Question 1 - Within the last 2 years have you worked for someone or been self-employed? Square Tax Reporting and Form 1099-K Overview. Suffolk University Boston. SAMHSA's mission is to reduce the impact of substance abuse and mental illness of America's communities. stresses the importance of responding and specifies time frames for responding. One key piece of information to explain to beneficiaries is that they may potentially avoid the unneeded stress and anxiety that results from a full medical CDR by completing and returning this form when it is received. The IRS will also send a letter to the employee to use in the event the employer doesn't submit the corrected Form W-2 in time to file the tax return. should refer the individual to the generic insert and the toll free telephone numbers In some instances, other groups of beneficiaries may be sent mailers. You can listen to informational messages on the following subjects: Services for Social Security Benefits Only, Request a form SSA-1020 to apply for help with Medicare prescription drug costs, Find the address of your local Social Security office. time, although the standard hard paper form may be used by the processing centers obtains the claims folder if it is not forwarded by the PC (see DI 13015.030 - DI 13015.080); reviews the claims folder to determine if the case should be screened out and the Forms can be submitted online or through standard mail, though it is recommended you file electronically: File Online: File Forms W-2c and W-3c via the Business Services Online (BSO) website. sent to PC-1 through PC-7. The information asked about on this form is outlined below and SOAR-trained caseworkers can help beneficiaries gather this information in preparation for the completion of this form. 608 0 obj <>/Encrypt 595 0 R/Filter/FlateDecode/ID[<0DE0E9ACAE306A44AC788554C4503CA2>]/Index[594 30]/Info 593 0 R/Length 87/Prev 719529/Root 596 0 R/Size 624/Type/XRef/W[1 3 1]>>stream a thorough description, see DI 40502.001, especially DI 40502.001I. A lock ( Review how to make federal payroll withholding tax filings. IRS. "General Instructions for Forms W-2 and W-3," Page 5. original SSA-455 to reflect our experiences with the mailer form process from 1993 INITIAL MAILER SENT or T16 INITIAL MAILER SENT or EVENT 002 - T2 SECOND MAILER SENT, however, the older form SSA-455 may be used. are sent to the beneficiary or representative payee. Question 5 - Would you be interested in receiving rehabilitation or other services The Disability Update Report is sent to beneficiaries who Social Security determined have a low probability of medical improvement when a previous full CDR was done. makes the electronic PC Review files available to the PCs. GAO-23-105562. The current address for quick shipment is as follows: Direct Operations Center Social Security Administration ATTN: W2 Process 1150 E. Mountain Drive Wilkes number), and reports of death for Title II cases, and refers such reports on Title Misrouted DO CDR actions involving mailer forms initiated FY 2000 or later, print the appropriate CDT code in the CDT section of the SSA-5526-U2-OP2 or route The number and sequence of the questions on the two CDR mailer forms are different. WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001 Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use an IRS-approved private delivery service, add ATTN: W-2 Process, 1150 E. Mountain Dr. to the address and change the ZIP code to 18702-7997. See Pub. mailer to a deferral action (see DI 28001.003H.11.) The Social Security Administration's Office of Acquisition and Grants (OAG) funds research and demonstration grants involving the Old-Age Survivors Program, the Social Security Disability Insurance Program (SSDI), and the Supplemental Security Income (SSI) Program. SSI/SSDI Outreach, Access, and Recovery (SOAR) is funded by the Substance Abuse and Mental Health Services Administration (SAMHSA) and is a national program designed to increase access to the disability income benefi t programs administered by the Social Security Administration (SSA) for eligible adults and children who are experiencing or at risk of homelessness and have a serious mental illness, medical impairment, and/or a co-occurring substance use disorder. Contact Social Security By Mail | SSA - Social Security The DCF will show EVENT 009 "T2 CDR INITIATED BY PC", "T2/T16 CDR INITIATED BY PC", You can request a TCC by filling out Form 4419 and then mailing or faxing it to the IRS. 6401 Security Blvd. In Title II cases, if a full medical CDR is needed, update the mailer in DCF to DO Scannable mailer forms SSA-455-OCR-SM are sent to Title XVI-only recipients or their Program Operations Manual System (POMS) - Social Security CDR is initiated (commonly referred to as a DO CDR action). WebSocial Security Administration. WebFile by Mail: File Forms W-2c and W-3c with the Social Security Administration, Direct Operations Center, PO Box 333, Wilkes-Barre, PA, 18769-0001. described simply as LOWs. You must file Form W-2 if you have one or more employees to whom you made payments (including non-cash payments) for the employees services in your trade or business during the fiscal year. The addresses for sending hard paper mailer forms SSA-455 to the PCs are: It is important that the completed mailer forms, and any information that may be submitted apply for an original Social Security card or a replacement card if yours was lost or stolen. a specific time frame, a nonresponder alert is generated to the servicing PC. analyses (called profiling ) of on-line beneficiary data. Question 4 - Place an "X" in only one box (labeled Better, Same, and Worse) which best describes your health now as compared to (the beginning of the report period). You may want to keep a copy for your records. You might also have to file Form 941c if you incorrectly reported wages or withholding on a 941 - Employer's Quarterly Tax Statement. Central Office initiates five scheduled releases of large numbers of scannable mailer These reviews are called Continuing Disability Reviews (CDR) or redeterminations (in the case of age-18 reviews) and are required at least every 3 years except when a disability is found to be permanent. Copy A of forms W-2 must be submitted along with Form W-3. Question 3 - Within the last 2 years has your doctor told you that you can return WebSocial Security Administration Office of Public Inquiries and Communications Support 1100 West High Rise 6401 Security Blvd. Recommendation. Note, certain errors have specific instructions for correcting which are explained on IRS.gov. Social Security Administration can The PC: processes hard paper forms initiated by and returned to the PC, including undeliverable This BY AUTOMATED REVIEW", or "T16 CDR INITIATED BY AUTOMATED REVIEW". See Pub. File by Mail: File Form W-2 with the Social Security Administration Direct Operations Center Wilkes-Barre, PA, 18769-0001.