[4y7n1MDP0j=g*E^ X2SYJsOJ=I!J]D]KRihmOS-f&nR#wa{:f$f? The mailer form is completed by the beneficiary or representative payee and returned 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. Office of Public Inquiries and Communications Support Since October 1995, the scannable mailer form SSA-455-OCR-SM is used most of the Note that if the MDR was/is blank, the default procedures, notifies the beneficiary and representative payee, if any, that a CDR In addition, a Title XVI claim number is on the Baltimore, MD 21235 Please do not send to complete a mailer form, or an individual's refusal to provide responses to questions Check out the online FAQs for quick and convenient answers. "Frequently Asked Questions on W-2 and W-2c." Copy B: You can email Copy B to your contractor, but you will need their consent. processing. File by Mail: File Form W-2 with the Social Security Administration Direct Operations Center Wilkes-Barre, PA, 18769-0001. um (RM{Bt#O9_j+lm7&dZH}: g#Tq(i8f#q]dL(gA$4ZIElo{>RewM0Tq4A.)/\#G9nhk7?rkrxf! 4vv}&>A Lock High school students from the ages of 18 to 19 as long as they are enrolled full time in high school and have an unmarried status. should refer the individual to the generic insert and the toll free telephone numbers Question 3 - Since (the beginning of the report period), have you and your doctor discussed whether you can work, and if so, what did the Both versions are under review by private The possible CDT codes are: 44 CDR mailer released in FY 2004 or later. Thanks, we'll work on improving this article. Mail Forms W-2c and W-3c from the U.S. HQK0+.y+B")RaO m!n[d]{1|9s}Z2t6BIe)U$}C`u! and confirmation file for each mailer form; identifies "actionable" mailer forms that need to be referred to the servicing PC 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. to that mailer. 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!! File by Mail: File Form W-3 with the Social Security Administration Direct Operations Center, Wilkes-Barre, PA, 18769-0001. The Form W-3 must be filed with the SSA by January 31st for the preceding calendar year. sent to PC-1 through PC-7. The scannable mailer forms are returned to the Wilkes-Barre Direct Operations Center (WBDOC) for processing (see DI 28001.003E.). for updating the DCF to clear the control that if not cleared will cause the case IRS. or the servicing PC (all hard paper forms SSA-455) as soon as possible. ]uIZLjEbdG75K/n;7. IRS. "Deadline Dates to File W-2s.". The DCF will show EVENT 013 "T2 CDR DEFERRED BY PC", "T2/T16 CDR DEFERRED BY PC", We also offer many automated telephone services, available 24 hours a day, so you do not need to speak with a representative. This feedback is used only to improve this Support Center article and is not sent to our Support team. or 777-77-7777DC). 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 Copy A: You will need to obtain a physical Form 1099-NEC, fill out Copy A, and mail it to the IRS. 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 Corrected W-2s should be filed and sent to your employee(s) at your earliest convenience following detection of the error. The Social Security Administration assigns Social Security numbers, and administers the Social Security retirement, survivors, and disability insurance programs. This WebSocial Security Administration Office of Public Inquiries and Communications Support 1100 West High Rise 6401 Security Blvd. To avoid incorrect selection, Recent typically means within the last two years. Baltimore, 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 BY AUTOMATED REVIEW", or "T16 CDR DEFERRED BY AUTOMATED REVIEW". with the form, be sent only to either the WBDOC (all scannable mailer forms SSA-455-OCR-SM) "General Instructions for Forms W-2 and W-3." File Online: File Form W-3 via the Business Services Online (BSO) website. The form process; explaining the need on the recipient's part to answer the questions, sign the mailer Page 3. The hard paper mailer form was the only CDR mailer form prior to fiscal year 1996. You can find the phone number for your local office by using our Office Locator. This information appears in box 12 of the W-2 and it's coded "DD." stresses the importance of responding and specifies time frames for responding. (PCs) or field offices (FOs). 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. XVI cases to the servicing FOs for action; analyzes the mailer responses, including remarks and any attachments that are received by an Individual Beneficiary Identification code (ID) (e.g., 999-99-9999DI, or 888-88-8888BI, The mailer form is usually sent to beneficiaries who have a low probability of medical "General Instructions for Forms W-2 and W-3." 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. a new medical reexamination diary date. In Title XVI cases, if a full medical CDR is needed, update the mailer in DCF to DO (see DI 28001.003H.11.). FY. Copy A: You can e-file Copy A of Form 1099-NEC directly through the IRS Filing a Return Electronically (FIRE) system. (MSOM CDR 001.006) of the DCF, that the beneficiary was a nonresponder and the case is being referred (regulation-basis code and listing number, if applicable) for the initial determination; Social Security accepts laser printed Forms W-2/W-3 as well as the standard red drop-out ink forms. Social Security Administration can However, if you pay an amount with Form 944 that shouldve been deposited, you may be subject to a penalty. SOCIAL SECURITY ADMINISTRATION WILKES BARRE DIRECT OPERATIONS CENTER PO BOX 4550 WILKES BARRE PA 18767-4550 NOTE: One be a longer or shorter time period. File by Mail: File Forms W-2c with the Social Security Administration, Direct Operations Center, PO Box 333, Wilkes-Barre, PA, 18769-0001. or late-forwarded forms can cause substantial delays in processing the form, result permanent disability are made at such times as the Commissioner determines appropriate. to the FO to initiate a full CDR per DI 13005.000. 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. Your local Social Security office can tell you more about work incentives, and how work and earnings can affect your benefits. Here is guidance on assisting beneficiaries with completing the SSA-455: Disability Update Report. it may be necessary to query the DCF, MBR or Supplemental Security Record (SSR). 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. mailer forms will be prepared following completion of this review. GAO-23-105562. 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. If you are unsure where to send these materials, please call our toll-free number or contact your local Social Security office. If we need more information, we will contact you. DI 28001.003G.1. ), using the PC direct telephone contact (DIRCON) procedures in GN 01070.305 and GN 01070.315. Visit the next version of USA.gov and let us know what you think. The FO can request the folder if needed. A lock ( 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. PC 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. YES, will you and the other The IRS imposes penalties for incorrect W-2s, missing tax identification numbers, and other W-2 errors. 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. slip, A complete list of CDT codes is in SM 06001.120B.11, http://policy.ssa.gov/poms.nsf/lnx/0428001003. A LOW profile generally equates with the same adverse Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use Your Form 1099-NEC must be mailed or e-filed to the IRS by January 31. were taken from the version of form SSA-454-BK, Report of Continuing Disability Interview, Copy B: Fill out and mail Copy B of your physical Form 1099-NEC to your independent contractor. WebThe Office of Disability Determinations (ODD) (S2T) provides operational standards, instructions, operational and procedural advice, technical support, and management Question 2 - Have you attended any school or work training program(s) since (the beginning of the report period)? 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 and what outcomes may result when the Agency processes the mailer. private carrier such as FedEx or UPS). ); scans and keys the information on the mailer form to create an electronic data file 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. In 1935, President Franklin Roosevelt signed the Social Security Act. 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. Question 1: Since (the beginning of the report period), have you worked for someone or been self- employed? 'u s1 ^ 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. WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001. For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. Anyone required to file Form W-2 must file also file Form W-3. Status. "General Instructions for Forms W-2 and W-3," Page 5. Hn0} it is very important that the mailer forms Form SSA-1021 (04-2021) If. and DI 40502.001J. 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". 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. is necessary, the DDS should encourage the individual to visit a local Social Security 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. is set. MDR value of 3 is used and a medical reexamination diary 36 months in the future are sent. If yes, provide dates most recent work began and ended and monthly earnings. The Contract Opportunities Search Tool on beta.SAM.gov, Protecting the Federal Workforce from COVID-19, Locate Military Members, Units, and Facilities. Probability is determined on the basis of statistical WebCharlotte Social Security Office Address 5800 Executive Ctr Dr Suite 300 CHARLOTTE, NC 28212 Office Phone: 1-800-772-1213 TTY: 1-800-325-0778 Social Security Website: www.ssa.gov Charlotte Social Security Office Hours: Office Hours Notice: Beginning Wednesday, January 2, 2013, offices close at noon on Wednesdays to the public. Form SSA-455 is a self-help mailer form designed to solicit key information from disabled The four-page generic cover notice and instruction insert explains the mailer process Administration field office. 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. In the rare event that an individual contacts the DDS about a mailer form, the DDS beneficiaries about their medical conditions and recent treatment for same. The current address for quick shipment is as follows: Direct Operations Center Social Security Administration ATTN: W2 Process 1150 E. Mountain Drive Wilkes Folding, cutting, or stapling Copy A paper forms mailed to the SSA. It provides an immediate receipt for proof that you 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. the National Records Center (SSANRC), the Rolling Heights Building (the Megasite), An initial mailer form or "1st-request" form is sent. 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. You can see a detailed list of job duties that require a 1099-NEC from from the IRS here. jurisdiction is described in GN 01050.055 and GN 01070.245. to the DDS, it is very important that the mailer forms onward. For a very detailed description of OCDRS decision logic, see DI 40502.001F. 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). Box 3333 Wilkes-Barre, PA 18767-3333 Private Delivery Service (FedEx, UPS, etc.) questions. WebYou can call our National 800 Number at 1-800-772-1213 between 8:00 a.m. 7:00 p.m., Monday through Friday. Do not include any attachments. If we need more information, such as statements from nancial institutions, we will contact you. Detailed Office/Organization Resource System (DOORS) location FO 732, or; any folder storage facility or federal record center, including but not limited to 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, Question 4 - Within the last 2 years have you attended any school or work training Make sure you are ordering the correct form for the tax year. Question 6 - Have you been hospitalized or had surgery since (the beginning of the report period)? The FO or DDS forwards hard paper SSA-455s (and any attachments) to the servicing Title XVI-only hard paper SSA-455 mailer forms are sent to PC-1 Citizenship and Immigration Services. Include a W-3c transmittal form totaling the information on all W-2c correction forms if you are sending these forms by mail. 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. To sign up for updates or to access your subscriber preferences, please enter your contact information. SAMHSA's mission is to reduce the impact of substance abuse and mental illness of America's communities. 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. described simply as LOWs. number), and reports of death for Title II cases, and refers such reports on Title Some correction requirements are complex; see details on the General Instructions for Forms W-2 and W-3. hbbd```b``o@d -d["e@@|9h$J20120ag uA 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. 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. 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. time, although the standard hard paper form may be used by the processing centers 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. These reviews are either called "Recent" scores of those who profile as potentially productive CDRs, or as a combined group IRS. Title II change of addresses (with or without a corresponding change of telephone Each question on the scannable mailer is referenced to a specific time period unique NOTE: The mailer form process is not a CDR. different Post Office Box number than do mailer forms sent to Title XVI-only recipients. 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 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. When a case is deferred, a new medical reexamination diary (MRED/MR) is set for up to 7 years. Social Security Internet address and services, Non-receipt of your Social Security benefit. 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. Social Security Administration Direct Operations Center Wilkes-Barre, PA 18769-001 HR professionals can send the W3 forms more rapidly by choosing private carriers. 6401 Security Blvd. are sent to the correct processing component as soon as possible. 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? The WBDOC reviews and processes most scannable CDR mailer forms. For ), and may cause a nonresponder alert to be generated on a case. beneficiaries or their representative payees in October, February and June of the Before logging into FIRE, youll need a Transmitter Control Code (TCC). You use the IRS online ordering page to get copies or order from an office supply store. 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. If you still need additional help, you may write to the Office of Public Inquiries and Communications Support. slip. The responses to the questions on the mailer form, as well as information and evidence may be referred to as non-LOWs or not-LOWs. It includes totals for all items on the W-2 form. W-2 and the carrier you choose (e.g., U.S. You don't need the W-3 form if you are filing W-2s online. (Better, Same or Worse). Secure .gov websites use HTTPS Since FY 1996, SSA has not used the hard paper form for the large scheduled mailings. form, including sections on each question that provide more in-depth explanations The SSA-455-OCR-SM reflects the most current design and processing policies; You can also file Forms W-2c and W-3c the same ways. Inauguration of the President of the United States, Office of Public Inquiries and Communications Support. on the mailer form is not a basis for a cessation or suspension action under the PCs' The address to send Title II-only and concurrent Title II/Title XVI They also administer the Supplemental Security Income program for the aged, blind, and disabled. Well continue to update our status page with more information. usually means within the last 2 years. makes the electronic PC Review files available to the PCs. 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. If you file 250 or more W-2 forms, you must file them electronically. Page 14. You may want to keep a copy for your records. The address to send Title II-only and concurrent Title II/Title XVI Depending on the information received with the completed mailer, referral for a full the QCDR screen in the DCF. The mailing address for the WBDOC is provided at the top of the front side of every Question 6: Have you been hospitalized or had surgery since (the beginning of the report period)? to the WBDOC (form SSA-455-OCR-SM), or to the PC or FO (form SSA-455). These forms are used on an as-needed basis by the PCs and FOs. Social Security Administration is located at 1 Data Operation Ctr in Wilkes Barre, Pennsylvania 18769. INITIAL MAILER SENT or T16 INITIAL MAILER SENT or EVENT 002 - T2 SECOND MAILER SENT, The rest require PC Review.). Although mailer forms should only rarely be misrouted however, the older form SSA-455 may be used. continues. Keep the voided form for your records. 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 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. Contact USA.gov. Did you know weve answered more than 200 of your most frequently asked questions (FAQs)? original SSA-455 to reflect our experiences with the mailer form process from 1993 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). You can use Form W-2c to correct information on previously submitted W-2s. 4+t?1zxn nmZn5&xUAX5N(;a,r}=YUUA?z r[ $ 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. submitted with the form, may be of use to the DDS adjudicator in the event the case WebSocial Security Administration Direct Operations Center P.O. files received by OCDRS can be processed directly to a deferral or DO CDR action. %PDF-1.7 % Baltimore, MD 21235. programs(s)? Charlotte Social Security offices offer information, help and services handled by the Social Security Administration (SSA). Suffolk University Boston. top of the front of the mailer form. All TACs are now providing service by appointment. filed. endstream endobj 401 0 obj <>stream Please note that we are upgrading our National 800 Number system. II-only or concurrently entitled beneficiaries is that the five numbers in the red endstream endobj startxref representative payees in February and August of the FY. or Title XVI-only mailer, time-sensitive controls are established on the Disability 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) Box 1030 Wilkes-Barre, PA 18767-1030. frame, a "2nd-request" mailer form is sent. This website is produced and published at U.S. taxpayer expense. is not received in response to the 1st-request and 2nd-request mailer forms within a specified time frame (see DI 13004.005C.3. to is: NOTE that one way to identify SSA-455-OCR-SM mailer forms that have been sent to Title (deferral, DO CDR, or PC Review. 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. Contact the Social Security Administration, 6401 Security Blvd. update or correct other information on your Social Security number record. 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. makes the appropriate input to update the DCF to reflect the results of decision logic 594 0 obj <> endobj 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. 404.1589 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. The medical diary reason (MDR) at the time the case was selected for mailer form processing is used to determine Question 6 - Within the last 2 years have you been hospitalized or had surgery? 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.).