If it is not returned and receipted within a specific time "General Instructions for Forms W-2 and W-3." 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. MD 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. Suffolk University Boston. Question 5 - Would you be interested in receiving rehabilitation or other services 1 and ends on September 30 of the following calendar year. File by Mail: File Forms W-2c with the Social Security Administration, Direct Operations Center, PO Box 333, Wilkes-Barre, PA, 18769-0001. These reviews are either called CDRs or, in the case of the age 18 review, a redetermination. For a more detailed description of WBDOC actions, see DI 13004.005E. form, including sections on each question that provide more in-depth explanations Filing a Return Electronically (FIRE) system. 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. The DCF will show EVENT 013 "T2 CDR DEFERRED BY PC", "T2/T16 CDR DEFERRED BY PC", in the generation of a 2nd-request mailer (see DI 28001.003C.1. If a Form 1096 is needed, you will need to order one online from the IRS. WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001 Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. 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. See Pub. When the OCDRS Decision logic action input is that PC Review is required, the DCF shows EVENT 006 "T2 PC REVIEW", "T2/T16 PC REVIEW", or "T16 PC REVIEW". Copy B: You can email Copy B to your contractor, but you will need their consent. SSI Eligible Letter from SSA in Wilkes Barre PA PO Box. The FO or DDS forwards hard paper SSA-455s (and any attachments) to the servicing You can use Form W-2c to correct information on previously submitted W-2s. The IRS considers several different kinds of errors on W-2 and W-3 forms when determining penalties: Intentional disregard of filing or correct information requirements has a penalty of $570 per W-2 form, with no maximum. You can find the phone number for your local office by using our Office Locator. Do not include any attachments. Note that the scannable mailer does not include a question regarding interest in referral Form SSA-1021 (04-2021) If. 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. 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). Two DIRCON attempts are made; busy signals are not counted as attempts. Citizenship and Immigration Services. Administration field office. The IRS will request that the employer furnish a corrected Form W-2 within ten days. Question 7 - Within the last 2 years have you gone to a doctor or clinic for your submitted with the form, may be of use to the DDS adjudicator in the event the case These forms are used on an as-needed basis by the PCs and FOs. IRS. mailer form and controls for a signature/response, and upon receipt processes the Question 6 - Have you been hospitalized or had surgery since (the beginning of the report period)? 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. You might also have to file Form 941c if you incorrectly reported wages or withholding on a 941 - Employer's Quarterly Tax Statement. Question 1 - Since (the beginning of the report period), have you worked for someone or been self-employed? 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. Mail Forms W-2c and W-3c from the U.S. The current version of the SSA-5526-U2-OP2 does not have pre-printed Continuing Disability 6401 Security Blvd. The Form W-2 must be filed with the SSA by January 31st for the preceding calendar year. Copy A: You will need to obtain a physical Form 1099-NEC, fill out Copy A, and mail it to the IRS. jurisdiction is described in GN 01050.055 and GN 01070.245. 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. Since then, working citizens across the United States began paying into social security in order to have a form of guaranteed income once they reached retirement age. XVI cases to the servicing FOs for action; analyzes the mailer responses, including remarks and any attachments that are received Postal Service or a A LOW profile generally equates with the same adverse when data are not available or the data are inconsistent, the resulting profile score %%EOF different Post Office Box number than do mailer forms sent to Title XVI-only recipients. This form must be submitted at least 30 days before the tax deadline for your Form 1099-NEC. Note, certain errors have specific instructions for correcting which are explained on IRS.gov. 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!! However, if you pay an amount with Form 944 that shouldve been deposited, you may be subject to a penalty. to work? Social Security Administration ]uIZLjEbdG75K/n;7. Read our, Common W-2 Errors and How to Correct Them, Error in Employee Name or Social Security Number, Mistakes with Employer-Sponsored Health Coverage, What Business Owners Need To Know About W-2 Form, What To Do Before You Prepare Annual W-2 Forms, How to Prepare W-2 Wage and Tax Statements, The W-3 Form: Preparation and How to File, How to File Forms W-2 and 1099-NEC Online, Year-End Payroll and Tax Tasks for Employers, The Time Limit for Reporting Social Security Credits, The Nanny Tax: Who Owes It and How To Pay It, Forms W-2 and 1099-NEC: Deadlines, Extensions, and Penalties, Reporting Social Security and Other Tax Payments on Your Form 1040, What to Do if You Receive an Incorrect W-2 Form, General Instructions for Forms W-2 and W-3. If we need more information, such as statements from nancial institutions, we will contact you. will be higher, and selection of the case for mailer form processing may not be possible. Since October 1995, the scannable mailer form SSA-455-OCR-SM is used most of the box at top of the front of the form will be 11111, 22222, 33333, or 44444. Copy A: You can e-file Copy A of Form 1099-NEC directly through the IRS Filing a Return Electronically (FIRE) system. WebSocial Security Administration Direct Operations Center P.O. envelope provided with the mailer form. It is, however, a basis to refer the case to a FO to initiate a CDR. Question 6: Have you been hospitalized or had surgery since (the beginning of the report period)? In the rare event that an individual contacts the DDS about a mailer form, the DDS Page 14. contractors; a single sequence of questions and matching hard paper and scannable then in use, and were then modified to fit a self-mailer form design. 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. You may file W-2/W-3 forms and W-2c/W-3c forms to the Social Security Administration by mail or using the SSA's Business Services Online site. a thorough description, see DI 40502.001, especially DI 40502.001I. endstream endobj startxref Box 7004 Wilkes-Barre, PA 18767-7004 Date: June 27, 2002 with the form, be sent only to either the WBDOC (all scannable mailer forms SSA-455-OCR-SM) Office of Public Inquiries and Communications Support Question 5 - Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? However, because the mailer form process is a folderless analysis, it is For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. and DI 40502.001J. These groups ), which causes an automated notice (see NL 00705.355) to be generated and mailed to the beneficiary (or representative payee), and sets to the FO to initiate a full CDR per DI 13005.000. A completed Form W-3c will also need to be submitted when filing one or more Forms W-2c. IRS. is subsequently referred to the DDS for a full medical CDR. 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 All TACs are now providing service by appointment. 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 Social Security Phone Scams 2019, How To: Get a Benefit Verification Letter Video, How To: Report Your Wages to Social Security Video. Check out the online FAQs for quick and convenient answers. 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. If you are unsure where to send these materials, please call our toll-free number or contact your local Social Security office. I got a letter from the Social Security Administration which looks very official with all the little code lines, analyses (called profiling ) of on-line beneficiary data. The medical diary reason (MDR) at the time the case was selected for mailer form processing is used to determine If you still need additional help, you may write to the Office of Public Inquiries and Communications Support. Show. a finding has been made that such disability is permanent. Control File (DCF) by means of posting an EVENT 001 - T2 INITIAL MAILER SENT, T2/16 The number and sequence of the questions on the two CDR mailer forms are different. Question 3 - Within the last 2 years has your doctor told you that you can return 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. SAMHSA's mission is to reduce the impact of substance abuse and mental illness of America's communities. 999-99-9999A, or 888-88-8888C2, or 777-77-7777W). WebThe Office of Disability Determinations (ODD) (S2T) provides operational standards, instructions, operational and procedural advice, technical support, and management files received by OCDRS can be processed directly to a deferral or DO CDR action. CDR and transfer the CDR to the FO. Inauguration of the President of the United States, Office of Public Inquiries and Communications Support. processing. front of the form. or "T16 CDR INITIATED BY PC". W-2 and the carrier you choose (e.g., U.S. 608 0 obj <>/Encrypt 595 0 R/Filter/FlateDecode/ID[<0DE0E9ACAE306A44AC788554C4503CA2>]/Index[594 30]/Info 593 0 R/Length 87/Prev 719529/Root 596 0 R/Size 624/Type/XRef/W[1 3 1]>>stream In Title XVI cases, if a full medical CDR is needed, update the mailer in DCF to DO or DI 40502.001E. ); scans and keys the information on the mailer form to create an electronic data file the National Records Center (SSANRC), the Rolling Heights Building (the Megasite), The cases with scores indicative of a low probability of medical improvement are often "ChpEObbG]!>E5o(fV+. PC Make sure you are ordering the correct form for the tax year. or a DO CDR action (see DI 28001.003H.11.). You must submit a completed Form W-3c when filing one more Form W-2cs, regardless of the error being corrected. "Deadline Dates to File W-2s.". 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. Any person with a disability that was legally verified before the person reached 22 years of age. CDR is initiated (commonly referred to as a DO CDR action). SOCIAL SECURITY ADMINISTRATION WILKES BARRE DIRECT OPERATIONS CENTER PO BOX 4550 WILKES BARRE PA 18767-4550 NOTE: One frame, a "2nd-request" mailer form is sent. Box Wilkes-Barre, PA 12345-6789 Return only the completed application in the enclosed envelope. 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 forms SSA-455-OCR-SM during the Agency's fiscal year (FY), which begins on October hbbd```b``o@d -d["e@@|9h$J20120ag uA 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. Frequently Asked Questions on W-2 and W-2c. YES, will you and the other Some correction requirements are complex; see details on the General Instructions for Forms W-2 and W-3. Central Office initiates five scheduled releases of large numbers of scannable mailer It is important that the PC use the correct CDT code when referring the DO CDR action 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. though PC-6 only, while Title II-only and Title II/concurrent hard paper forms are top of the front of the mailer form. Recommendation. A Title XVI claim number consists of a Social Security Number followed Complete Form W-2c only for boxes d through i. beneficiaries or their representative payees in October, February and June of the if DIRCON is successful, the PC obtains the answers to the questions, sends out the a new medical reexamination diary date. You can also file Forms W-2c and W-3c the same ways. 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. WebMain Address: 6401 Security Blvd. 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 The sequence and wording of questions on form SSA-455-OCR-SM were modified from the 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. of a Social Security Number followed by a Beneficiary Identification Code (BIC) (e.g., The questions Question 1: Since (the beginning of the report period), have you worked for someone or been self- employed? filed. Although mailer forms should only rarely be misrouted 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). Keep the voided form for your records. sent to PC-1 through PC-7. An initial mailer form or "1st-request" form is sent. 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 An optically scannable self-mailer variation of the mailer form, the SSA-455-OCR-SM, is most frequently used. When a case is selected to receive a Title II-only, concurrent Title II/Title XVI, Do not include any attachments. This "report period" usually begins with the 24th month prior to the month the mailer is sent and continues to the present, but may Question2: Have you attended any school or work training program(s) since (the beginning of the report period)? For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. It includes totals for all items on the W-2 form. You must file Form 1099-NEC for each person to whom you have paid during the year for the minimum amount of $600 in: Services performed by someone who is not your employee, Generally, the cash paid from a notional principal contract to an individual, partnership or estate. is set. The hard paper form has a fixed report period format (the last 2 years). 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. Questions requiring a reply can be sent from the contact link at the top of this page. The mailer form is completed by the beneficiary or representative payee and returned (deferral, DO CDR, or PC Review. Question 1 - Within the last 2 years have you worked for someone or been self-employed? The address that could help you get back to work? 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. condition? WebContact your State Health Insurance Assistance Program (SHIP). a specific time frame, a nonresponder alert is generated to the servicing PC. 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 This The address to send Title XVI-only scannable mailer forms SSA-455-OCR-SM 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 improvement were a full CDR done. Services for people who have applied for benefits. number), and reports of death for Title II cases, and refers such reports on Title (Better, Same or Worse). "General Instructions for Forms W-2 and W-3," Page 5. 1100 West High Rise Please note that if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. 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. 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. and Certified Social Security Administration Direct Operations Center Attn: W-2c Process 1150 E. Mountain Drive Wilkes-Barre, PA 18702-7997 Much more frequently, a deferral action is made to defer doing a full CDR. You may find errors before and after you submit W-2s. 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. WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001. Wait times to speak to a representative are typically shorter early 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 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 makes the electronic PC Review files available to the PCs. 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). This website is produced and published at U.S. taxpayer expense. Box 3333 Wilkes-Barre, PA 18767-3333 Private Delivery Service (FedEx, UPS, etc.) File by Mail: File Form W-3 with the Social Security Administration Direct Operations Center, Wilkes-Barre, PA, 18769-0001. (see DI 28001.003H.11.). Page 3. Be sure not to send cash, checks, money orders, or other forms of payment with the Forms W-2 you submit to the SSA. It doesn't affect the employee's tax situation, but you must submit form W-2c to correct any mistakes here. are sent to the correct processing component as soon as possible. INITIAL MAILER SENT or T16 INITIAL MAILER SENT or EVENT 002 - T2 SECOND MAILER SENT, Page 3. In Title II cases, if a full medical CDR is needed, update the mailer in DCF to DO NOTE: The mailer form process is not a CDR. %PDF-1.7 % In the unusual situation in which the claims folder has been obtained to do the PC Note, errors regarding your contractors information have specific instructions for submitting corrections: File by Mail: View the Error Chart (page 11) for instructions on how to complete your corrected return accordingly. to is: NOTE that one way to identify SSA-455-OCR-SM mailer forms that have been sent to Title doctor tell you? decision logic program. is not received in response to the 1st-request and 2nd-request mailer forms within a specified time frame (see DI 13004.005C.3. ), and may cause a nonresponder alert to be generated on a case. Please note that we are upgrading our National 800 Number system. GAO-23-105562. Form SSA-455 is a self-help mailer form designed to solicit key information from disabled 0 Social Security Administration can 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 Social Security Administration Direct Operations Center Wilkes-Barre, PA 18769-001 HR professionals can send the W3 forms more rapidly by choosing private carriers. the QCDR screen in the DCF. The WBDOC reviews and processes most scannable CDR mailer forms. 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. Page 15. 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. it may be necessary to query the DCF, MBR or Supplemental Security Record (SSR). Both versions are under review by private slip, A complete list of CDT codes is in SM 06001.120B.11, http://policy.ssa.gov/poms.nsf/lnx/0428001003. 15 the results of the statistical analyses. IRS. or the servicing PC (all hard paper forms SSA-455) as soon as possible. Form W-2/W-3 Instructions 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. If you reported your EIN incorrectly, you'll need to file a W-3c to correct it. are sent. Make sure that your business's employer ID number (EIN) issued to you by the IRS is used on all of the W-2's you file. If you file 250 or more W-2 forms, you must file them electronically. The possible CDT codes are: 44 CDR mailer released in FY 2004 or later. Social Security Administration. Each case is assigned a score that reflects 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. Remarks: Space that can be used to further answer questions 1 through 6. Then create a new W-2 with the correct information. In 1935, President Franklin Roosevelt signed the Social Security Act. Consequently, an inability to locate an individual Question 5: Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? The input also causes WebSocial Security Administration Earnings Record Information Wilkes-Barre Data Operations Center P.O. Title II change of addresses (with or without a corresponding change of telephone 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 endstream endobj 401 0 obj <>stream A Title II claim number consists "General Instructions for Forms W-2 and W-3." 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. Green Cards and Permanent Residence in the U.S. U.S. Passport Fees, Facilities or Problems, Congressional, State, and Local Elections, Find My State or Local Election Office Website.