Contact Social Security | SSA Write "corrected" on the employee's copy of the new W-2, give it to the individual, and send the correct Copy A to the SSA. contractors; a single sequence of questions and matching hard paper and scannable MD If the individual indicates that personal contact to the FO to initiate a full CDR per DI 13005.000. The Contract Opportunities Search Tool on beta.SAM.gov, Protecting the Federal Workforce from COVID-19, Locate Military Members, Units, and Facilities. Social Security accepts laser printed Forms W-2/W-3 as well as the standard red drop-out ink forms. If there is no MDR value, a default value of 3 A Title II claim number consists CDR and transfer the CDR to the FO. Scannable mailer forms SSA-455-OCR-SM are sent to Title XVI-only recipients or their Section 221(i) of the Social Security Act, as amended, requires a periodic continuing 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. 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. Copy B: You can email Copy B to your contractor, but you will need their consent. The WBDOC reviews and processes most scannable CDR mailer forms. (Better, Same or Worse). You can find the phone number for your local office by using our Office Locator. 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. This occurs by remaining employed for a steady and reasonable amount of time to pay into the social security fund. on the mailer form is not a basis for a cessation or suspension action under the PCs' In some instances, other groups of beneficiaries may be sent mailers. Depending on the information received with the completed mailer, referral for a full In the rare event that an individual contacts the DDS about a mailer form, the DDS "Recent" or "T16 CDR INITIATED BY PC". submitted with the form, may be of use to the DDS adjudicator in the event the case Remarks: Space that can be used to further answer questions 1 through 6. procedures, notifies the beneficiary and representative payee, if any, that a CDR Title II change of addresses (with or without a corresponding change of telephone Employee consent should be obtained in a way that proves the contractor is able to receive the form electronically. Form W-2/W-3 Instructions Control File (DCF) by means of posting an EVENT 001 - T2 INITIAL MAILER SENT, T2/16 um (RM{Bt#O9_j+lm7&dZH}: g#Tq(i8f#q]dL(gA$4ZIElo{>RewM0Tq4A.)/\#G9nhk7?rkrxf! 4vv}&>A Review Type (CDT) codes for mailer form cases that were initiated after fiscal year (FY) 1999. GAO-23-105562. 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. "General Instructions for Forms W-2 and W-3." These forms are used on an as-needed basis by the PCs and FOs. 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 Recommendation. Form W-2c/W-3c Instructions. are sent. eligibility review for disabled beneficiaries at least every 3 years except where PC for processing. Once a CDR is Box 3333 Wilkes-Barre, PA 18767-3333 Private Delivery Service (FedEx, UPS, etc.) The mailing address for the WBDOC is provided at the top of the front side of every makes the appropriate input to update the DCF to reflect the results of decision logic 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. original SSA-455 to reflect our experiences with the mailer form process from 1993 A .gov website belongs to an official government organization in the United States. Baltimore , MD 21235 Toll Free: 1-800-772-1213 TTY: 1-800-325-0778 Forms: Social Security Administration Forms Government branch: Independent Agency Popular Services from Social Security Administration Retirement Benefits Disability Benefits Get, Replace, or Correct a Social Security Card 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. 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 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. If it is not returned and receipted within a specific time We sincerely apologize for any inconvenience and we appreciate your patience while we work towards a new, more modern phone service. See Pub. 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 medical diary reason (MDR) at the time the case was selected for mailer form processing is used to determine Frequently Asked Questions on W-2 and W-2c. 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.). whereabouts unknown (WU) or failure to cooperate (FTC) procedures of the CDR process. How To File a Corrected W-2 and W-3 - The Balance Small hard paper forms; sorts and processes forms referred to the PC by the WBDOC; processes nonresponder alerts that are generated when a response (a confirmation file) Form W-3 is a transmittal form that summarizes the totals for all employees in your company. For 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 Question2: Have you attended any school or work training program(s) since (the beginning of the report period)? "Frequently Asked Questions on W-2 and W-2c." Program Operations Manual System (POMS) - Social Security A locked padlock Question 1 - Within the last 2 years have you worked for someone or been self-employed? Anyone required to file Form W-2 must file also file Form W-3. The cases with scores indicative of a low probability of medical improvement are often how long the new MRED/MR should be. Postal Service to. onward. The mailer form also asks for information about frame, a "2nd-request" mailer form is sent. 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. Contact the Social Security Administration, 6401 Security Blvd. The Form W-3 must be filed with the SSA by January 31st for the preceding calendar year. questions. Assisting SSI and SSDI Beneficiaries with Form SSA-455: but is not limited to: age; impairment(s); length of time in benefit status; basis IRS. The current version of the SSA-5526-U2-OP2 does not have pre-printed Continuing Disability Thanks, we'll work on improving this article. You don't need the W-3 form if you are filing W-2s online. or "T16 CDR DEFERRED BY PC". File Online: File Form W-3 via the Business Services Online (BSO) website. improvement were a full CDR done. 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 WebSocial Security Administration Direct Operations Center P.O. Do not include any attachments. Note that the report period referenced in the questions below will be provided by Social Security on the Disability Update Report mailed to the beneficiary. I got a letter from the Social Security Administration which looks very official with all the little code lines, If yes, provide dates most recent work began and ended and monthly earnings. 2022 Form W-3 - IRS tax forms CDR and transfer the CDR to the FO. Social Security Office Charlotte, NC Visit the next version of USA.gov and let us know what you think. Since October 1995, the scannable mailer form SSA-455-OCR-SM is used most of the Social Security Administration Baltimore, MD 21235. This information appears in box 12 of the W-2 and it's coded "DD." soar@prainc.com. insert includes telephone numbers for contacting SSA if the individual has additional WebSocial Security Administration Office of Public Inquiries and Communications Support 1100 West High Rise 6401 Security Blvd. Citizenship and Immigration Services. WebMain Address: 6401 Security Blvd. and confirmation file for each mailer form; identifies "actionable" mailer forms that need to be referred to the servicing PC 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. doctor tell you? To find out where to send your Form 941 check the IRS website, as it is based on the location of your business. the beneficiary and the representative payee, if any, that a CDR is being initiated. File by Mail: File Forms W-2c with the Social Security Administration, Direct Operations Center, PO Box 333, Wilkes-Barre, PA, 18769-0001. The rest require PC Review.). ) or https:// means youve safely connected to the .gov website. SSI Eligible Letter from SSA in Wilkes Barre PA PO Box - AARP Copy B: Fill out and mail Copy B of your physical Form 1099-NEC to your independent contractor. are sent to the correct processing component as soon as possible. PC An official website of the United States government. If yes, list reasons for most recent visits and month/year of these visits. NOTE: The mailer form process is not a CDR. Agency Affected. 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. WebSocial Security Administration. $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. 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. Were experiencing issues that may affect your Square services. Use Form 944-V when making any payment with Form 944. 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). or late-forwarded forms can cause substantial delays in processing the form, result condition? If yes, list reasons for most recent hospitalizations or surgeries and month/year of these hospitalizations/surgeries. 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 however, the older form SSA-455 may be used. 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. Wait times to speak to a representative are typically shorter early Small businesses (under $5 million or less in average annual gross receipts) have lower penalties for failure to file correct returns by the due date. Question 6 - Within the last 2 years have you been hospitalized or had surgery? The four-page generic cover notice and instruction insert explains the mailer process box at top of the front of the form will be 11111, 22222, 33333, or 44444. Fill out the W-2c completely, showing the original and corrected amounts, if you made an error in an amount either for withholding or earnings. with the form, be sent only to either the WBDOC (all scannable mailer forms SSA-455-OCR-SM) front of the form. 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 Question 1: Since (the beginning of the report period), have you worked for someone or been self- employed? "General Instructions for Forms W-2 and W-3," Page 5. programs(s)? Reviews of cases involving 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 medical diary reason (MDR) code at the time the case was selected for mailer form processing is used to reset WebSocial Security Administration Wilkes-Barre Direct Operations Center P.O. "General Instructions for Forms W-2 and W-3." For a very detailed description of OCDRS decision logic, see DI 40502.001F. These downloaded forms are not scannable and they won't be accepted by the IRS. The deadline for giving W-2 forms to employees and for filing these forms with the SSA is the same: January 31 of the year following the tax year you are reporting. 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. Then create a new W-2 with the correct information. However, because the mailer form process is a folderless analysis, it is This form must be submitted at least 30 days before the tax deadline for your Form 1099-NEC. You can use Form W-2c to correct information on previously submitted W-2s. Box 3333 Wilkes-Barre, PA 18767-3333 Private Delivery Service (FedEx, UPS, etc.) The hard paper mailer form was the only CDR mailer form prior to fiscal year 1996. 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. Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use Review your paper Forms W-2, especially Copy A, to ensure that they print accurately prior to mailing them to Social Security's Wilkes-Barre Direct Operations Center. 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. The Social Security Act was initially meant to be a form of basic retirement for working individuals. Keep the voided form for your records. Well continue to update our status page with more information. for rehabilitation or other vocational services. IRS. 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). The responses to the questions on the mailer form, as well as information and evidence Section 1614(a)(3) of the Act provides for periodic review of eligibility for Supplemental During this transition, you may experience longer wait times. "Deadline Dates to File W-2s.". Contact Social Security By Phone | SSA - Social Security Please note that if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. Question 4 - Within the last 2 years have you attended any school or work training For Copy A of forms W-2 must be submitted along with Form W-3. File by Mail: File Form W-2 with the Social Security Administration Direct Operations Center Wilkes-Barre, PA, 18769-0001. We also offer many automated telephone services, available 24 hours a day, so you do not need to speak with a representative. Question 5: Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? 15 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. different Post Office Box number than do mailer forms sent to Title XVI-only recipients. 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. 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. MDR value of 3 is used and a medical reexamination diary 36 months in the future be a longer or shorter time period. number), and reports of death for Title II cases, and refers such reports on Title Social Security Administration by an Individual Beneficiary Identification code (ID) (e.g., 999-99-9999DI, or 888-88-8888BI, Social Security Administration should refer the individual to the generic insert and the toll free telephone numbers 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. 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. Please note that we are upgrading our National 800 Number system. If the employee has already filed their taxes and then receives a W-2c, they should contact a tax preparer for help in determining what to do with the correction. Folding, cutting, or stapling Copy A paper forms mailed to the SSA. Appeal of Determination for Extra Help with Medicare )SI{ 0BO|cEs}Oq""TV}c`u-hSwi8J", Security Income, based on disability or blindness. Central Office initiates five scheduled releases of large numbers of scannable mailer For additional information, contact the IRS at (866) 860-4259 or visit IRS.gov. This review is called a continuing disability review (CDR). Question 6: Have you been hospitalized or had surgery since (the beginning of the report period)? SSA - POMS: DI 28001.003 - Social Security Administration 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. Secure .gov websites use HTTPS to the WBDOC for processing. is subsequently referred to the DDS for a full medical CDR. SHIPs are federally funded to provide free, objective assistance to people with Medicare and their families.