processing. The process is different for each situation. %%EOF by an Individual Beneficiary Identification code (ID) (e.g., 999-99-9999DI, or 888-88-8888BI, Question 2 - Check the block which best describes your health within the last 2 years box at top of the front of the form will be 11111, 22222, 33333, or 44444. Secure .gov websites use HTTPS Form SSA-1021 (04-2021) If. is subsequently referred to the DDS for a full medical CDR. Your Form 1099-NEC must be mailed or e-filed to the IRS by January 31. [4y7n1MDP0j=g*E^ X2SYJsOJ=I!J]D]KRihmOS-f&nR#wa{:f$f? Copy A of forms W-2 must be submitted along with Form W-3. In Title II cases, if a full medical CDR is needed, update the mailer in DCF to DO A complete list of CDT codes is in SM 06001.120B.11. 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 File by Mail: File Form W-3 with the Social Security Administration Direct Operations Center, Wilkes-Barre, PA, 18769-0001. 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. For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. WebThe Office of Disability Determinations (ODD) (S2T) provides operational standards, instructions, operational and procedural advice, technical support, and management Make sure you are ordering the correct form for the tax year. Use Form 944-V when making any payment with Form 944. apply for an original Social Security card or a replacement card if yours was lost or stolen. Please enable JavaScript in your web browser; otherwise some parts of this site might not work properly. Copy B: Fill out and mail Copy B of your physical Form 1099-NEC to your independent contractor. Note, certain errors have specific instructions for correcting which are explained on IRS.gov. The mailer form is usually sent to beneficiaries who have a low probability of medical refers the CDR to the DDS, and that the correct CDT is entered by the DDS when input to the WBDOC (form SSA-455-OCR-SM), or to the PC or FO (form SSA-455). Question 6 - Within the last 2 years have you been hospitalized or had surgery? This feedback is used only to improve this Support Center article and is not sent to our Support team. doctor tell you? and DI 40502.001J. The four-page generic cover notice and instruction insert explains the mailer process You use the IRS online ordering page to get copies or order from an office supply store. XVI-only recipients have numbers 55555, 66666, 77777, or 88888 in the red box at the 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). contact (DIRCON) procedures (see GN 01070.305 and GN 01070.800) and the mail; refers damaged and unscannable CDR mailer forms to the servicing PC for manual processing; refers a report of death, a name change, a change of address to a foreign country, or DI 40502.001E. 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. The mailer form, a generic cover notice and instruction insert, and a reply envelope 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 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. 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? Contact the Social Security Administration, 6401 Security Blvd. were taken from the version of form SSA-454-BK, Report of Continuing Disability Interview, It doesn't affect the employee's tax situation, but you must submit form W-2c to correct any mistakes here. WebYou can call our National 800 Number at 1-800-772-1213 between 8:00 a.m. 7:00 p.m., Monday through Friday. An initial mailer form or "1st-request" form is sent. 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. 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. 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. File Online: File Form W-3 via the Business Services Online (BSO) website. The cases with scores indicative of a low probability of medical improvement are often You can also file Forms W-2c and W-3c the same ways. For a detailed explanation of this process, see DI 13004.005C.3. The FO can request the folder if needed. with the CDR mailer forms; encodes the results of the analysis for use by the OCDRS decision logic program (see 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. Form SSA-455 is a self-help mailer form designed to solicit key information from disabled or "T16 CDR INITIATED BY PC". Baltimore, In 1935, President Franklin Roosevelt signed the Social Security Act. Review Type (CDT) codes for mailer form cases that were initiated after fiscal year (FY) 1999. a deferral notice (see NL 00705.355) to be printed and sent to the beneficiary (or representative payee). The FO or DDS forwards all scannable mailer forms SSA-455-OCR-SM (and any attachments) Consequently, an inability to locate an individual Note that the scannable mailer does not include a question regarding interest in referral 0 %PDF-1.7 % SOCIAL SECURITY ADMINISTRATION WILKES BARRE DIRECT OPERATIONS CENTER PO BOX 4556 WILKES BARRE PA 18767-4556 NOTE that one 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. MDR value of 3 is used and a medical reexamination diary 36 months in the future a Title II claim number is on the front of the form. CDR and transfer the CDR to the FO. to complete a mailer form, or an individual's refusal to provide responses to questions Each case is assigned a score that reflects 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. 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. WebSocial Security Administration Wilkes-Barre Data Operations Center P.O. If you still need additional help, you may write to the Office of Public Inquiries and Communications Support. endstream endobj 401 0 obj <>stream 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. Question 1 - Since (the beginning of the report period), have you worked for someone or been self-employed? In addition, a Title XVI claim number is on the We are also less busy later in the week (Wednesday to Friday) and later in the month. SOCIAL SECURITY ADMINISTRATION WILKES BARRE DIRECT OPERATIONS CENTER PO BOX 4550 WILKES BARRE PA 18767-4550 NOTE: One Page 14. provided therein for calling SSA. Mail Forms W-2c and W-3c from the U.S. Please note that we are upgrading our National 800 Number system. (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 to the FO to initiate a full CDR per DI 13005.000. NOTE: The mailer form process is not a CDR. to is: NOTE that one way to identify SSA-455-OCR-SM mailer forms that have been sent to Title The insert also includes two pages of instructions on how to complete the Note that if the MDR was/is blank, the default The rest require PC Review.). for updating the DCF to clear the control that if not cleared will cause the case 15 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. This "report period" usually begins with the 24th month prior to the month the mailer is sent and continues to the present, but may The FO can request the folder if needed. 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. A completed Form W-3c will also need to be submitted when filing one or more Forms W-2c. scannable mailer forms SSA-455-OCR-SM to is: NOTE that one way to identify SSA-455-OCR-SM mailer forms that have been sent to Title Office of Public Inquiries and Communications Support You must report the cost of health care coverage for your employer-sponsored group health plan. Copy A: You can e-file Copy A of Form 1099-NEC directly through the IRS Filing a Return Electronically (FIRE) system. CDRs or, in the case of the age 18 review, a redetermination. The address to send Title II-only and concurrent Title II/Title XVI beneficiaries about their medical conditions and recent treatment for same. Forms can be submitted online or through standard mail, though it is recommended you file electronically: File Online: File Form W-2c via the Business Services Online (BSO) website. You can find the phone number for your local office by using our Office Locator. II-only or concurrently entitled beneficiaries is that the five numbers in the red A person 62 years of age or older who has met the social security requirement working credits. Do not include any attachments. and Certified Social Security A Title II claim number consists 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. 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 Baltimore, MD 21235. to the WBDOC for processing. The address CDR is initiated (commonly referred to as a DO CDR action). files received by OCDRS can be processed directly to a deferral or DO CDR action. jurisdiction is described in GN 01050.055 and GN 01070.245. A locked padlock Question 3 - Within the last 2 years has your doctor told you that you can return 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. The insert also are sent to the correct processing component as soon as possible. You may want to keep a copy for your records. Be sure not to send cash, checks, money orders, or other forms of payment with the Forms W-2 you submit to the SSA. form, including sections on each question that provide more in-depth explanations 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. SOAR-trained caseworkers can assist beneficiaries by educating them about the purpose of this form and the importance of completing it thoroughly and returning it promptly. GAO-23-105562. "General Instructions for Forms W-2 and W-3." Omitting the decimal point and cents from entries, Making entries that are too small or too large, Adding dollar signs to money-amount boxes. If it is not returned and receipted within a specific time makes the appropriate input to update the DCF to reflect the results of decision logic 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 Please include your Social Security number or claim number whenever you write to us. WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001. 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). 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. A Title XVI claim number consists of a Social Security Number followed The Social Security Administration assigns Social Security numbers, and administers the Social Security retirement, survivors, and disability insurance programs. ) or https:// means youve safely connected to the .gov website. (PCs) or field offices (FOs).
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