Up to 1,000 records
$149
All supported IRIS forms and CSV import tools.
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Form 8955-SSA Software for Deferred Vested Plan Benefits
Prepare Form 8955-SSA records on Windows. Import supported Excel or CSV data and review information on separated participants with deferred vested benefits. IRS IRIS filing for this form begins in filing year 2027.
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One Windows license includes Form 8955-SSA and other supported IRIS forms. Choose the record allowance that fits your filing volume.
Up to 5,000 records
$249
All supported IRIS forms and CSV import tools.
Buy Business — $249Over 5,000 records
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Call for QuoteOne record is one recipient form included in an IRIS CSV filing file. The IRS portal's per-file CSV limit is separate from your software license allowance. See counting examples.
FORM 8955-SSA
Built for information on separated participants with deferred vested benefits
For retirement plan administrators and third-party plan service providers. The IRS adds Form 8955-SSA to IRIS beginning in filing year 2027; check the year-specific instructions and filing route.
Check these 8955-SSA fields
- Plan sponsor and plan identifiers
- Participant identification and vesting data
- Applicable plan year and participant status codes
Example: Deferred vested participant reporting
A retirement plan administrator identifies separated participants with deferred vested benefits. Each participant record must use the correct plan identifiers, status code and benefit information.
Form-specific check: This statement concerns deferred vested retirement benefits, not payments reported on Form 1099-R. The IRS states Form 8955-SSA joins IRIS beginning in filing year 2027; verify the proper submission method for your year.
Before importing: Reconcile separated participant data with plan records and previously reported statuses.
The IRS portal is free
The IRS is adding this form to IRIS in filing year 2027. The portal is free; confirm the correct submission method for your tax year before filing.
IRS IRIS filing information ↗We can file for you
For filing year 2027, contact ERICH to discuss submitting Form 8955-SSA on your behalf.
Call 608-444-6575Download Windows Software ↓ Installation help Compare with Form 5498 →
Actual software screen
See the Form 8955-SSA data entry screen
This is a genuine 1099ERICH software screen for Form 8955-SSA. Screen layouts may vary by release and selected tax year.
