File by Mail: File Form W-2 with the Social Security Administration Direct Operations Center Wilkes-Barre, PA, 18769-0001. Well continue to update our status page with more information. The Social Security Act was initially meant to be a form of basic retirement for working individuals. It is, however, a basis to refer the case to a FO to initiate a CDR. Your local Social Security office can tell you more about work incentives, and how work and earnings can affect your benefits. Although mailer forms should only rarely be misrouted In addition to the DCF input described in DI 28001.003H.11., the PC annotates in the special message field (SP MSG 1) on the MBR, or the remarks The action to defer a CDR or refer a mailer case for a CDR is not a CDR and is not You can use Form W-2c to correct information on previously submitted W-2s. programs(s)? IRS. with the CDR mailer forms; encodes the results of the analysis for use by the OCDRS decision logic program (see The four-page generic cover notice and instruction insert explains the mailer process Social Security Administration can The SSA-455-OCR-SM reflects the most current design and processing policies; by an Individual Beneficiary Identification code (ID) (e.g., 999-99-9999DI, or 888-88-8888BI, 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 hard paper form has a fixed report period format (the last 2 years). 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. 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. Questions requiring a reply can be sent from the contact link at the top of this page. Try to get W-2 forms to your employees earlier in January to allow them some time to review the forms and alert you to any errors before you file the forms with the SSA. Mail Forms W-2c and W-3c from the U.S. if DIRCON is unsuccessful because the individual cannot be located or is located but are sent. 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. sent to PC-1 through PC-7. INITIAL MAILER SENT or T16 INITIAL MAILER SENT or EVENT 002 - T2 SECOND MAILER SENT, makes the electronic PC Review files available to the PCs. You might also have to file Form 941c if you incorrectly reported wages or withholding on a 941 - Employer's Quarterly Tax Statement. for updating the DCF to clear the control that if not cleared will cause the case procedures, notifies the beneficiary and representative payee, if any, that a CDR "Deadline Dates to File W-2s.". Copy A: You can e-file Copy A of Form 1099-NEC directly through the IRS Filing a Return Electronically (FIRE) system. Remarks: Space that can be used to further answer questions 1 through 6. Security Income, based on disability or blindness. For a very detailed description of OCDRS decision logic, see DI 40502.001F. 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. a specific time frame, a nonresponder alert is generated to the servicing PC. Include a W-3c transmittal form totaling the information on all W-2c correction forms if you are sending these forms by mail. This feedback is used only to improve this Support Center article and is not sent to our Support team. All TACs are now providing service by appointment. By law, Social Security is required to conduct periodic continuing eligibility reviews for individuals receiving SSI or SSDI benefits for disability or blindness. Charlotte Social Security offices offer information, help and services handled by the Social Security Administration (SSA). It is equally important that the FO use the correct CDT code when the FO WebSocial Security Administration. when data are not available or the data are inconsistent, the resulting profile score An initial mailer form or "1st-request" form is sent. If you file 250 or more W-2 forms, you must file them electronically. Question 2 - Check the block which best describes your health within the last 2 years improvement were a full CDR done. 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. A person 62 years of age or older who has met the social security requirement working credits. envelope provided with the mailer form. The current version of the SSA-5526-U2-OP2 does not have pre-printed Continuing Disability Box 1030 Wilkes-Barre, PA 18767-1030. This website is produced and published at U.S. taxpayer expense. A spouse under the age of 62 who has a dependent disabled child living with him or her. WebSocial Security Administration Direct Operations Center P.O. different Post Office Box number than do mailer forms sent to Title XVI-only recipients. All TACs are now providing service by appointment. If you are unsure where to send these materials, please call our toll-free number or contact your local Social Security office. 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. For a more detailed description of WBDOC actions, see DI 13004.005E. or 777-77-7777DC). 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 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. original SSA-455 to reflect our experiences with the mailer form process from 1993 processing. To sign up for updates or to access your subscriber preferences, please enter your contact information. High school students from the ages of 18 to 19 as long as they are enrolled full time in high school and have an unmarried status. The DCF will show EVENT 013 "T2 CDR DEFERRED BY PC", "T2/T16 CDR DEFERRED BY PC", This "report period" usually begins with the 24th month prior to the month the mailer is sent and continues to the present, but may Misrouted If we need more information, we will contact you. Up to $280 for each form if you wait until after August 1. ), using the PC direct telephone contact (DIRCON) procedures in GN 01070.305 and GN 01070.315. Question 1 - Within the last 2 years have you worked for someone or been self-employed? To determine type of entitlement and the servicing PC, 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. to the WBDOC for processing. Dec 20, 2022. Errors due to a reasonable cause, something beyond your control, Failure to include correct information errors related to a, Inconsequential errors that don't prevent the SSA or the IRS from processing the form. 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. 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? 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 We also offer many automated telephone services, available 24 hours a day, so you do not need to speak with a representative. This form must be produced with the help of compatible accounting software. Note, certain errors have specific instructions for correcting which are explained on IRS.gov. Before logging into FIRE, youll need a Transmitter Control Code (TCC). form SSA-455-OCR-SM. Each case is assigned a score that reflects 'u s1 ^ and Certified Social Security may be referred to as non-LOWs or not-LOWs. In the unusual situation in which the claims folder has been obtained to do the PC Check out the online FAQs for quick and convenient answers. An official website of the United States government. 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 (see DI 28001.003H.11.). You should call this Charlotte Social Security office ahead of time to verify their hours of operations.Monday:9:00 AM 3:00 PM. number), and reports of death for Title II cases, and refers such reports on Title FY. Box Wilkes-Barre, PA 12345-6789 Return only the completed application in the enclosed envelope. The address "Frequently Asked Questions on W-2 and W-2c." endstream endobj 401 0 obj <>stream if DIRCON is successful, the PC obtains the answers to the questions, sends out the These downloaded forms are not scannable and they won't be accepted by the IRS. 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. Form SSA-1021 (04-2021) If. Social Security office hours are 9:00 a.m. 4:00 p.m. Mondays, Tuesdays, Thursdays, and Fridays, and 9:00 a.m. 12:00 p.m. on Wednesdays. Most Social Security services do not require a visit to an office. People may create their my Social Security account, a personalized online service, at www.socialsecurity.gov/myaccount. or "T16 CDR DEFERRED BY PC". Section 1614(a)(3) of the Act provides for periodic review of eligibility for Supplemental slip, A complete list of CDT codes is in SM 06001.120B.11, http://policy.ssa.gov/poms.nsf/lnx/0428001003. The hard paper mailer form was the only CDR mailer form prior to fiscal year 1996. Please note that we are upgrading our National 800 Number system. Webbenefits. 594 0 obj <> endobj Publication 1141, General Rules and Specifications for Substitute Forms W-2 and W-3, FIRE (1099) Filing Information Returns Electronically, Electronic Wage Reporting Web Service (EWRWS), Specifications for Filing Forms W-2 and W-2c Electronically (EFW2/EFW2C), E-Verify - U.S. 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. 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. 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 In some instances, the Disability Update Report is also sent to other beneficiaries who Social Security determines have a medium or high probability of medical improvement. Include in the address the number, street, and apartment or suite number (or P.O. Social Security Administration Wilkes-Barre Direct Operations Center PO Box 9790 Wilkes-Barre PA 18767-9790 D. Exhibit of Form SSA-L9790 View In PDF E. If the individual indicates that personal contact The rest require PC Review.). Question 4 - Within the last 2 years have you attended any school or work training GAO-23-105562. to the FO. Form SSA-455 is a self-help mailer form designed to solicit key information from disabled As part of OCDRS decision logic processing, OCDRS: retrieves the data files prepared by the NCC on the basis of receipt of data files However, in 1939, an amendment was made to the act that allowed spouses and/or children to begin receiving social security survivor benefits if a parent or spouse was deceased and qualified for social security income. See Pub. time, although the standard hard paper form may be used by the processing centers Postal Service or a Question 1: Since (the beginning of the report period), have you worked for someone or been self- employed? 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. refuses to cooperate, the case is processed as a "DO CDR" to the servicing field office Both versions are under review by private Official websites use .gov You must submit a completed Form W-3c when filing one more Form W-2cs, regardless of the error being corrected. Were experiencing issues that may affect your Square services. These groups is set. be a longer or shorter time period. 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. Be sure not to send cash, checks, money orders, or other forms of payment with the Forms W-2 that you submit to the SSA. It is important that the PC use the correct CDT code when referring the DO CDR action IRS. Complete Form W-2c only for boxes d through i. In addition, 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. 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. soar@prainc.com. Recommendation. Baltimore, MD 21235 Please do not send Title XVI-only hard paper SSA-455 mailer forms are sent to PC-1 If neither mailer is returned and receipted within 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. Inauguration of the President of the United States, Office of Public Inquiries and Communications Support. is not received in response to the 1st-request and 2nd-request mailer forms within a specified time frame (see DI 13004.005C.3. 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. that could help you get back to work? 1 Open Recommendations. The medical diary reason (MDR) code at the time the case was selected for mailer form processing is used to reset The IRS imposes penalties for incorrect W-2s, missing tax identification numbers, and other W-2 errors. to is, When the OCDRS Decision logic action input is a deferral, When the OCDRS Decision logic action input is a DO CDR action, When the OCDRS Decision logic action input is that PC Review is required, print the appropriate CDT code in the CDT section of the SSA-5526-U2-OP2 or route The to the WBDOC (form SSA-455-OCR-SM), or to the PC or FO (form SSA-455). The FO or DDS forwards hard paper SSA-455s (and any attachments) to the servicing 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. $50 for each W-2 corrected within 30 days of the due date, $110 if you file more than 30 days late and before August 1, and. 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. front of the form. continues. WebThe Office of Disability Determinations (ODD) (S2T) provides operational standards, instructions, operational and procedural advice, technical support, and management The Form W-2 must be filed with the SSA by January 31st for the preceding calendar year. Do not include any attachments. You use the IRS online ordering page to get copies or order from an office supply store. Center (NCC). WebSocial Security Administration Direct Operations Center P.O. (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 This form must be submitted at least 30 days before the tax deadline for your Form 1099-NEC. 404.1589 the National Records Center (SSANRC), the Rolling Heights Building (the Megasite), should refer the individual to the generic insert and the toll free telephone numbers Page 15. Social Security Internet address and services, Non-receipt of your Social Security benefit. However, if you pay an amount with Form 941 that shouldve been deposited, you may be subject to a penalty. are sent to the beneficiary or representative payee. Each question on the scannable mailer is referenced to a specific time period unique or a DO CDR action (see DI 28001.003H.11.). Much more frequently, a deferral action is made to defer doing a full CDR. are sent to the correct processing component as soon as possible. A .gov website belongs to an official government organization in the United States. Retirement plan information appears in box 13 of a W-2, and making a mistake here can cause all sorts of headaches for your employee. representative payees in February and August of the FY. to work? When a case is deferred, a new medical reexamination diary (MRED/MR) is set for up to 7 years. top of the front of the mailer form. W-2 and the carrier you choose (e.g., U.S. to be selected for a 2nd-mailer or nonresponder alert; receives and prepares the data files for OD to retrieve and process through OCDRS's 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. and Certified Social Security Administration Direct Operations Center Attn: W-2c Process 1150 E. Mountain Drive Wilkes-Barre, PA 18702-7997 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 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. 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). A LOW profile generally equates with the same adverse 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.). condition? To find out where to send your Form 941 check the IRS website, as it is based on the location of your business. Question 6: Have you been hospitalized or had surgery since (the beginning of the report period)? A Title XVI claim number consists of a Social Security Number followed Some correction requirements are complex; see details on the General Instructions for Forms W-2 and W-3. 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 4+t?1zxn nmZn5&xUAX5N(;a,r}=YUUA?z r[ $ 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. Alaska, California, Colorado, District of Columbia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, North Dakota, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Utah, Washington, Wisconsin, Wyoming, Department of the Treasury, Internal Revenue Service Center, Kansas City, MO 64999, Alabama, Arizona, Arkansas, Connecticut, Delaware, Florida, Georgia, Kentucky, Louisiana, Maine, Massachusetts, Mississippi, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Vermont, Virginia, West Virginia, Department of the Treasury, Internal Revenue Service Center, Austin, TX 73301. hbbd```b``o@d -d["e@@|9h$J20120ag uA For more detailed information on FO actions, see DI 13004.005. 518-439-7415 x2 Did you know weve answered more than 200 of your most frequently asked questions (FAQs)? For additional information, contact the IRS at (866) 860-4259 or visit IRS.gov. Here is guidance on assisting beneficiaries with completing the SSA-455: Disability Update Report. Copy A of forms W-2 must be submitted along with Form W-3. the medical reexamination diary date. Question 5: Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? They also administer the Supplemental Security Income program for the aged, blind, and disabled. DI 28001.003G.1. Agency Affected. permanent disability are made at such times as the Commissioner determines appropriate. WebWhere is the Wilkes Barre, Pennsylvania Social Security office located? 6401 Security Blvd. from the WBDOC; processes the data through a decision logic program, resulting in one of three actions 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 mailer form is completed by the beneficiary or representative payee and returned box number if mail is not delivered to a street address). 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 You don't need the W-3 form if you are filing W-2s online. In addition, a Title XVI claim number is on the Employee consent should be obtained in a way that proves the contractor is able to receive the form electronically. eligibility review for disabled beneficiaries at least every 3 years except where Services typically available at your local Charlotte SSA office include: Office Phone: 1-800-772-1213TTY: 1-800-325-0778Social Security Website: www.ssa.govif(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'ssofficelocations_org-large-mobile-banner-2','ezslot_6',157,'0','0'])};__ez_fad_position('div-gpt-ad-ssofficelocations_org-large-mobile-banner-2-0'); Office Hours Notice: Beginning Wednesday, January 2, 2013, offices close at noon on Wednesdays to the public. The WBDOC reviews and processes most scannable CDR mailer forms. 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. Wilkes-Barre Direct Operations Center (WBDOC) for processing (see, The mailer form, a generic cover notice and instruction insert, and a reply envelope The possible CDT codes are: 44 CDR mailer released in FY 2004 or later. You may find errors before and after you submit W-2s. The Commissioner of the Social Security Administration should establish a reasonable time frame for when the agency will post access and consent forms on the agency's privacy program website. Since October 1995, the scannable mailer form SSA-455-OCR-SM is used most of the is established for the MDR and the MRED/MR is reset for 36 months/3 years. Folding, cutting, or stapling Copy A paper forms mailed to the SSA. Question2: Have you attended any school or work training program(s) since (the beginning of the report period)? beneficiaries or their representative payees in October, February and June of the or the Office of Disability Adjudication and Review Megasite.. questions. Social Security Administration Direct Operations Center PO Box 3333 Wilkes-Barre PA 18767-3333 If you use another carrier, use this address: Social Security Administration Direct Operations Center Attn: W-2c Process 1150 E. Mountain Drive Wilkes-Barre PA 18702-7997 NOTE: The mailer form process is not a CDR. However, because the mailer form process is a folderless analysis, it is to the FO to initiate a full CDR per DI 13005.000. Have a question about goverment services? 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). File Online: File Form W-2 via the Business Services Online (BSO) website. "General Instructions for Forms W-2 and W-3," Page 5. Central Office initiates five scheduled releases of large numbers of scannable mailer 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. A locked padlock 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). recent education or training, and recent attempts to (return to) work. YES, will you and the other beneficiaries about their medical conditions and recent treatment for same. to complete a mailer form, or an individual's refusal to provide responses to questions for rehabilitation or other vocational services. )SI{ 0BO|cEs}Oq""TV}c`u-hSwi8J", The address to send Title II-only and concurrent Title II/Title XVI Suffolk University Boston. ) or https:// means youve safely connected to the .gov website. ), which causes an automated notice (see NL 00705.355) to be generated and mailed to the beneficiary (or representative payee), and sets It includes totals for all items on the W-2 form. %PDF-1.7 % Lock This occurs in a small percentage of the mailer forms received for processing. Visit the next version of USA.gov and let us know what you think. to the DDS, it is very important that the mailer forms Copy A: You will need to obtain a physical Form 1099-NEC, fill out Copy A, and mail it to the IRS. how long the new MRED/MR should be. a deferral notice (see NL 00705.355) to be printed and sent to the beneficiary (or representative payee). insert includes telephone numbers for contacting SSA if the individual has additional File by Mail: File Form W-3 with the Social Security Administration Direct Operations Center, Wilkes-Barre, PA, 18769-0001. or Title XVI-only mailer, time-sensitive controls are established on the Disability IRS. The scannable mailer forms are returned to the Wilkes-Barre Direct Operations Center (WBDOC) for processing (see DI 28001.003E.). The questions In Title XVI cases, if a full medical CDR is needed, update the mailer in DCF to DO This form can now also be completed online here: https://secure.ssa.gov/ssa455/front-end/. If it is not returned and receipted within a specific time box at top of the front of the form will be 11111, 22222, 33333, or 44444. If a Form 1096 is needed, you will need to order one online from the IRS. Since FY 1996, SSA has not used the hard paper form for the large scheduled mailings. Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use a Title II claim number is on the front of the form. Question 3 - Within the last 2 years has your doctor told you that you can return guggenheim family alive today, $5 dollar bill serial number lookup,

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