The hard paper mailer form was the only CDR mailer form prior to fiscal year 1996. form SSA-455-OCR-SM. An optically scannable self-mailer variation of the mailer form, the SSA-455-OCR-SM, is most frequently used. 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 The mailer form, a generic cover notice and instruction insert, and a reply envelope 'u s1 ^ "Frequently Asked Questions on W-2 and W-2c." Social Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001 No payments should be submitted with the forms, this includes cash, receives, prepares and routes the confirmation file data to the appropriate program You can call our National 800 Number at 1-800-772-1213 between 8:00 a.m. 7:00 p.m., Monday through Friday. If the Social Security number (SSN) was reported as blanks or zeros, don't use Form W-2c; you must contact the SSA directly at 800-772-6270 for instructions. endstream endobj 595 0 obj <>>>/EncryptMetadata false/Filter/Standard/Length 128/O(-Bh?v^4)/P -1068/R 4/StmF/StdCF/StrF/StdCF/U(bG#o}f )/V 4>> endobj 596 0 obj <>/Metadata 96 0 R/Names 610 0 R/Pages 592 0 R/Perms/Filter<>/PubSec>>>/Reference[<>/Type/SigRef>>]/SubFilter/adbe.pkcs7.detached/Type/Sig>>>>/StructTreeRoot 111 0 R/Type/Catalog/ViewerPreferences<>>> endobj 597 0 obj <>stream 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. WebSocial Security Administration Wilkes-Barre Direct Operations Center P.O. However, if you pay an amount with Form 941 that shouldve been deposited, you may be subject to a penalty. Contact the Social Security Administration, 6401 Security Blvd. Include in the address the number, street, and apartment or suite number (or P.O. For Be sure to get your W-2s out to your employees by the due date and your W-3s transmitted to the SSA on time, including corrected versions, to avoid penalties for late distribution and filing. scannable mailer forms SSA-455-OCR-SM to is, The address to send Title XVI-only scannable mailer forms SSA-455-OCR-SM The number and sequence of the questions on the two CDR mailer forms are different. It's much easier to make corrections to W-2 forms before you file them with the Social Security Administration (SSA). IRS. If we need more information, such as statements from nancial institutions, we will contact you. or a DO CDR action (see DI 28001.003H.11.). Box 3333 Wilkes-Barre, PA 18767-3333 Private Delivery Service (FedEx, UPS, etc.) 623 0 obj <>stream If you use another carrier, use this address: You can also use the SSA's Business Services Online website to file W-2c forms electronically. For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. The cases with scores indicative of a low probability of medical improvement are often Folding, cutting, or stapling Copy A paper forms mailed to the SSA. Both the laser forms and the red drop-out ink forms must comply with Internal Revenue Service's Publication 1141 and require pre-approval from Social Security. Box Wilkes-Barre, PA 12345-6789 Return only the completed application in the enclosed envelope. However, because the mailer form process is a folderless analysis, it is Review Type (CDT) codes for mailer form cases that were initiated after fiscal year (FY) 1999. 404.1589 Visit the next version of USA.gov and let us know what you think. A Title II claim number consists Question 6: Have you been hospitalized or had surgery since (the beginning of the report period)? ]uIZLjEbdG75K/n;7. Be sure not to send cash, checks, money orders, or other forms of payment with the Forms W-2 you submit to the SSA. Up to $280 for each form if you wait until after August 1. if DIRCON is unsuccessful because the individual cannot be located or is located but Some correction requirements are complex; see details on the General Instructions for Forms W-2 and W-3. Detailed Office/Organization Resource System (DOORS) location FO 732, or; any folder storage facility or federal record center, including but not limited to CDR discontinued for one of the reasons described in DI 13005.020; if the case cannot be screened out, determines if it can be processed under the MINE on the mailer form is not a basis for a cessation or suspension action under the PCs' Recommendation. ), and may cause a nonresponder alert to be generated on a case. that could help you get back to work? ) or https:// means youve safely connected to the .gov website. to work? )SI{ 0BO|cEs}Oq""TV}c`u-hSwi8J", It provides an immediate receipt for proof that you 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. When the OCDRS Decision logic action input is a deferral action, the DCF shows EVENT 018 "T2 CDR DEFERRED BY AUTOMATED REVIEW", "T2/T16 CDR DEFERRED 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. They also administer the Supplemental Security Income program for the aged, blind, and disabled. 1100 West High Rise "General Instructions for Forms W-2 and W-3," Page 5. All TACs are now providing service by appointment. CDR and transfer the CDR to the FO. questions. An official website of the United States government. File Online: File Form W-2 via the Business Services Online (BSO) website. private carrier such as FedEx or UPS). (see GN 01050.055 and GN 01070.245 for PC jurisdiction information) for translation or other action(s); sorts forms for shipment to the servicing PC by PC and Title (Title II-only and concurrent it may be necessary to query the DCF, MBR or Supplemental Security Record (SSR). Frequently Asked Questions on W-2 and W-2c. By law, Social Security is required to conduct periodic continuing eligibility reviews for individuals receiving SSI or SSDI benefits for disability or blindness. Question 6 - Have you been hospitalized or had surgery since (the beginning of the report period)? 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. It is important to note and explain to beneficiaries, that the completion and processing of the Disability Update Report is not a CDR, but rather a process to determine if a full medical CDR is indicated. are sent. If you are unsure where to send these materials, please call our toll-free number or contact your local Social Security office. by an Individual Beneficiary Identification code (ID) (e.g., 999-99-9999DI, or 888-88-8888BI, Errors in the business name and/or tax ID numbers can be reported by mailing a letter to the IRS as instructed on page 8. Control File (DCF) by means of posting an EVENT 001 - T2 INITIAL MAILER SENT, T2/16 Baltimore, MD 21235. Your local Social Security office can tell you more about work incentives, and how work and earnings can affect your benefits. We are also less busy later in the week (Wednesday to Friday) and later in the month. Form SSA-455 is a self-help mailer form designed to solicit key information from disabled be a longer or shorter time period. doctor tell you? of the SSA component to who the mailer form should be returned is printed on the reply for rehabilitation or other vocational services. 0 (than can be included on the mailer form) as to what information is being requested. W-2 and the carrier you choose (e.g., U.S. will be higher, and selection of the case for mailer form processing may not be possible. It can leave them open to audits, which you don't want. data on any prior CDR(s); recent earnings. For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. WebSocial Security Administration Direct Operations Center P.O. to that mailer. continues. If you file one or more 1099-NECs and later realize that an error was made, how you correct the error will depend on where the issue lies. Scannable mailer forms SSA-455-OCR-SM are sent to Title XVI-only recipients or their IRS. By clicking Accept All Cookies, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. sent to PC-1 through PC-7. Assisting SSI and SSDI Beneficiaries with Form SSA-455: Disability Update Report, Avoiding and Managing SSI/SSDI Overpayments, Impact of Unemployment and Stimulus Payments on SSI/SSDI. The five scheduled mailings of scannable mailer forms in a FY, including 1st-request and 2nd-request mailer forms, often total in excess of 1,000,000 forms. Wait times to speak to a representative are typically shorter early Remarks: Space that can be used to further answer questions 1 through 6. Misrouted Reviews of cases involving This form can now also be completed online here: https://secure.ssa.gov/ssa455/front-end/. Do not include any attachments. refers the CDR to the DDS, and that the correct CDT is entered by the DDS when input Another alternative for the employee is to contact the IRS at 1-800-829-1040 or make an appointment with an IRS representative to file a Form W-2 complaint. Each case is assigned a score that reflects If yes, list reasons for most recent hospitalizations or surgeries and month/year of these hospitalizations/surgeries. though PC-6 only, while Title II-only and Title II/concurrent hard paper forms are 6401 Security Blvd. It is equally important that the FO use the correct CDT code when the FO Send all required documents to your assigned IRS mailing address (see instructions for Form 1099-NEC, Miscellaneous Income above). 1 Open Recommendations. A Title XVI claim number consists of a Social Security Number followed top of the front of the mailer form. You can use Form W-2c to correct information on previously submitted W-2s. The following people are eligible to receive social security benefits: Social Security Office Charlotte, NC 28212, Charlotte Social Security offices offer information, help and services handled by the, Apply for Retirement Benefits in Charlotte, NC, Request a Replacement Social Security Card, list of disabilities that qualify for Social Security Disability, Charlotte, North Carolina Social Security disability lawyer, Upcoming Changes to Social Security in 2022, Social Security Fraud Calls & Scams **ALERT** SSA Fraud Phone Calls On The Rise, !!ALERT!! Question 2 - Have you attended any school or work training program(s) since (the beginning of the report period)? The sequence and wording of questions on form SSA-455-OCR-SM were modified from the %%EOF DI 28001.003G.1. programs(s)? Were experiencing issues that may affect your Square services. You can request a TCC by filling out Form 4419 and then mailing or faxing it to the IRS. In addition, Note that the scannable mailer does not include a question regarding interest in referral a new medical reexamination diary date. For additional information, contact the IRS at (866) 860-4259 or visit IRS.gov. Before logging into FIRE, youll need a Transmitter Control Code (TCC). File 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. Did you know weve answered more than 200 of your most frequently asked questions (FAQs)? These groups 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 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). IRS Form W-2 is used by employers to report annual income and the amounts of withholding to employees and to the Social Security Administration. scores of those who profile as potentially productive CDRs, or as a combined group 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. If the individual indicates that personal contact if DIRCON is successful, the PC obtains the answers to the questions, sends out the provided therein for calling SSA. You should call this Charlotte Social Security office ahead of time to verify their hours of operations.Monday:9:00 AM 3:00 PM. Review how to make federal payroll withholding tax filings. Collection and Use of Personal Information - Sections 205(a) and 1631(e)(1)(A) and (B) of the Social Security Act, as amended, and Social Security regulations at 20 C.F.R. 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. should refer the individual to the generic insert and the toll free telephone numbers Please note that if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. Thanks, we'll work on improving this article. Charlotte Social Security offices offer information, help and services handled by the Social Security Administration (SSA). Yes or No. to the DDS, it is very important that the mailer forms In the unusual situation in which the claims folder has been obtained to do the PC Administration field office. WebSocial Security Administration Direct Operations Center P.O. Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. 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. Question 5 - Would you be interested in receiving rehabilitation or other services Section 1614(a)(3) of the Act provides for periodic review of eligibility for Supplemental What Is the Social Security Administration (SSA)? The Social Security Administration (SSA) is a U.S. government agency that administers social programs covering disability, retirement, and survivors' benefits. It was created in 1935 by President Franklin D. Roosevelt. Data considered includes, but is not limited to: age; impairment(s); length of time in benefit status; basis 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. 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. The process is different for each situation. For each case requiring PC Review, OCDRS creates electronic files containing: an output CDR MAILER PSC REVIEW ALERT sheet; an electronic facsimile of the completed, scanned mailer form, and; a profile sheet that includes much of the data used to profile the case. The FO or DDS forwards hard paper SSA-455s (and any attachments) to the servicing If yes, list reasons for most recent visits and month/year of these visits. is necessary, the DDS should encourage the individual to visit a local Social Security 594 0 obj <> endobj form and return it, and the consequences of not responding; encouraging the recipient to respond when he or she receives a 2nd-mailer after a 1st-request mailer was completed and returned; forwarding mailer forms to the correct processing component (see DI 28001.003D.3.). time, although the standard hard paper form may be used by the processing centers "General Instructions for Forms W-2 and W-3." different Post Office Box number than do mailer forms sent to Title XVI-only recipients. ), which causes an automated notice (see NL 00705.355) to be generated and mailed to the beneficiary (or representative payee), and sets to the WBDOC for processing. with the CDR mailer forms; encodes the results of the analysis for use by the OCDRS decision logic program (see Mail Forms W-2c and W-3c from the U.S. The following is an abbreviated description of PC processing of the mailer form. Page 14. The FO or DDS forwards all scannable mailer forms SSA-455-OCR-SM (and any attachments) a thorough description, see DI 40502.001, especially DI 40502.001I. envelope provided with the mailer form. Secure .gov websites use HTTPS Lock Scannable mailer forms SSA-455-OCR-SM are sent to Title II-only and concurrently entitled 5800 EXECUTIVE CTR DR SUITE 300 CHARLOTTE, NC 28212. Question 3 - Within the last 2 years has your doctor told you that you can return beneficiaries or their representative payees in October, February and June of the Then create a new W-2 with the correct information. sheet; resolves reports of work and earnings received in connection with the mailer form; in rare situations, obtains a claim folder in order to process the mailer form; reviews the alert message, the mailer form or mailer facsimile, any attachments or You can also file Forms W-2c and W-3c the same ways. Title XVI-only hard paper SSA-455 mailer forms are sent to PC-1 The IRS imposes penalties for incorrect W-2s, missing tax identification numbers, and other W-2 errors. PC In 1935, President Franklin Roosevelt signed the Social Security Act. 4+t?1zxn nmZn5&xUAX5N(;a,r}=YUUA?z r[ $ Have a question about goverment services? "General Instructions for Forms W-2 and W-3." Social Security accepts laser printed Forms W-2/W-3 as well as the standard red drop-out ink forms. and Certified Social Security The FO can request the folder if needed. The mailer form is completed by the beneficiary or representative payee and returned number), and reports of death for Title II cases, and refers such reports on Title This form can now also be completed online here: https://secure.ssa.gov/ssa455/front-end/. dependent on on-line data to document those factors. I got a letter from the Social Security Administration which looks very official with all the little code lines, Question2: Have you attended any school or work training program(s) since (the beginning of the report period)? This form must be produced with the help of compatible accounting software. In addition, a Title XVI claim number is on the If it is not returned and receipted within a specific time These reviews are either called (Better, Same or Worse). IRS. or the servicing PC (all hard paper forms SSA-455) as soon as possible. WebMain Address: 6401 Security Blvd. or MINE-equivalent procedures in DI 13005.022, and if so refers it to the servicing DDS for processing under DI 28040.000; if the case cannot be screened out or processed under the MINE or MINE-equivalent 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. a deferral notice (see NL 00705.355) to be printed and sent to the beneficiary (or representative payee). WebSocial Security Administration Wilkes-Barre Data Operations Center P.O. original SSA-455 to reflect our experiences with the mailer form process from 1993 Consequently, an inability to locate an individual Direct Operations Center Wilkes-Barre, PA 18769-0001 If you use Certified Mail to file, change the ZIP code to 18769-0002. The DCF will show EVENT 009 "T2 CDR INITIATED BY PC", "T2/T16 CDR INITIATED BY PC", Form W-3 is a transmittal form that summarizes the totals for all employees in your company. Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. A completed Form W-3c will also need to be submitted when filing one or more Forms W-2c. The Social Security Act was initially meant to be a form of basic retirement for working individuals. If we need more information, we will contact you. Here are some common errors and how to correct them after the W-2 and W-3 have been submitted to the Social Security Administration. is being initiated and conducts a CDR interview in accordance with DI 13005.025 through DI 13005.040, and forwards the CDR to the DDS for processing under DI 28000.000. Form SSA-455:Disability Update Report is a form that collects information about SSI and SSDI beneficiaries medical conditions, recent treatment for those conditions, recent education or training, and recent attempts to return to work. contractors; a single sequence of questions and matching hard paper and scannable with the form, be sent only to either the WBDOC (all scannable mailer forms SSA-455-OCR-SM) Postal Service to. Question 5 - Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? representative payees in February and August of the FY. To avoid incorrect selection, stresses the importance of responding and specifies time frames for responding. slip, A complete list of CDT codes is in SM 06001.120B.11, http://policy.ssa.gov/poms.nsf/lnx/0428001003. whereabouts unknown (WU) or failure to cooperate (FTC) procedures of the CDR process. WebSSI 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). IRS. "General Instructions for Forms W-2 and W-3." 15 This feedback is used only to improve this Support Center article and is not sent to our Support team. The Social Security Administration assigns Social Security numbers, and administers the Social Security retirement, survivors, and disability insurance programs. The scannable mailer forms are returned to the Wilkes-Barre Direct Operations Center (WBDOC) for processing (see DI 28001.003E.). Wait times to speak to a representative are typically shorter early in the day (between 8 a.m. and 10 a.m. local time) or later in the afternoon (between 4 p.m. and 7 p.m. local time). Section 221(i) of the Social Security Act, as amended, requires a periodic continuing The action to defer a CDR or refer a mailer case for a CDR is not a CDR and is not Office of Public Inquiries and Communications Support We sincerely apologize for any inconvenience and we appreciate your patience while we work towards a new, more modern phone service. If a Form 1096 is needed, you will need to order one online from the IRS. 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. Your Form 1099-NEC must be mailed or e-filed to the IRS by January 31. 1 and ends on September 30 of the following calendar year. 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. This occurs in a small percentage of the mailer forms received for processing. It includes totals for all items on the W-2 form. This website is produced and published at U.S. taxpayer expense. 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. Box 1030 Wilkes-Barre, PA 18767-1030. In the rare event that an individual contacts the DDS about a mailer form, the DDS Title II/Title XVI, or Title XVI-only); mails forms to the PCs in specially marked containers; transmits electronic confirmation files and data files to the Agency's National Computer If this form is not returned to Social Security for processing after a series of attempts by Social Security, a full medical CDR will be initiated by Social Security. is subsequently referred to the DDS for a full medical CDR. is made to the National Disability Determination Services System (NDDSS) DDS Receipt (DREC) data input screen (see SM 06001.000 and SM 06001.120). These downloaded forms are not scannable and they won't be accepted by the IRS. to the FO. slip. Baltimore, 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. Please note that we are upgrading our National 800 Number system. This information appears in box 12 of the W-2 and it's coded "DD." Question 4 - Within the last 2 years have you attended any school or work training and Certified Social Security Administration Direct Operations Center Attn: W-2c Process 1150 E. Mountain Drive Wilkes-Barre, PA 18702-7997 A .gov website belongs to an official government organization in the United States. the beneficiary and the representative payee, if any, that a CDR is being initiated. Box 7004 Wilkes-Barre, PA 18767-7004 Date: June 27, 2002 General Instructions for Forms W-2 and W-3. a Title II claim number is on the front of the form. Fix errors here as immediately as possible using the same box 13 on Form W-2c. Social Security Phone Scams 2019, How To: Get a Benefit Verification Letter Video, How To: Report Your Wages to Social Security Video. "ChpEObbG]!>E5o(fV+. See Pub. Question 5: Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? 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. WebYou can call our National 800 Number at 1-800-772-1213 between 8:00 a.m. 7:00 p.m., Monday through Friday. Select the appropriate mailing address depending on the type of box number if mail is not delivered to a street address). If youre deaf or hard of hearing and use TTY equipment, you can call our TTY number at 1-800-325-0778. Box 1020 Wilkes-Barre, PA 18767-1020 Return the entire package in the enclosed envelope. 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. NOTE: The mailer form process is not a CDR. box at top of the front of the form will be 11111, 22222, 33333, or 44444. During this transition, you may experience longer wait times. Services for people who have applied for benefits. Hn0} Do You Have to Vote for the Party You're Registered With? (Approximately 80% of mailer form electronic data The address to send Title II-only and concurrent Title II/Title XVI 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. Two DIRCON attempts are made; busy signals are not counted as attempts. The PC: processes hard paper forms initiated by and returned to the PC, including undeliverable Box 3333 Wilkes-Barre, PA 18767-3333 Private Delivery Service (FedEx, UPS, etc.) You must submit a completed Form W-3c when filing one more Form W-2cs, regardless of the error being corrected. Page 15. Question 2 - Check the block which best describes your health within the last 2 years of a Social Security Number followed by a Beneficiary Identification Code (BIC) (e.g., Please enable JavaScript in your web browser; otherwise some parts of this site might not work properly. 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? Dec 20, 2022. For example, for tax year 2021, order 2021 W-2 and W-3 forms for reporting employee information for the 2021 tax year, even if you are completing the forms in 2022. 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. You can find the phone number for your local office by using our Office Locator.
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