or the Office of Disability Adjudication and Review Megasite.. This occurs by remaining employed for a steady and reasonable amount of time to pay into the social security fund. were taken from the version of form SSA-454-BK, Report of Continuing Disability Interview, 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. We are also less busy later in the week (Wednesday to Friday) and later in the month. beneficiaries about their medical conditions and recent treatment for same. eligibility review for disabled beneficiaries at least every 3 years except where however, the older form SSA-455 may be used. 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. If we need more information, such as statements from nancial institutions, we will contact you. This form must be submitted at least 30 days before the tax deadline for your Form 1099-NEC. recent education or training, and recent attempts to (return to) work. Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use (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 File Online: File Form W-3 via the Business Services Online (BSO) website. Select the appropriate mailing address depending on the type of 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. Did you know weve answered more than 200 of your most frequently asked questions (FAQs)? XVI-only recipients have numbers 55555, 66666, 77777, or 88888 in the red box at the box number if mail is not delivered to a street address). a thorough description, see DI 40502.001, especially DI 40502.001I. The four-page generic cover notice and instruction insert explains the mailer process All TACs are now providing service by appointment. 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. Note that if the MDR was/is blank, the default The medical diary reason (MDR) code at the time the case was selected for mailer form processing is used to reset The Balance uses only high-quality sources, including peer-reviewed studies, to support the facts within our articles. Since October 1995, the scannable mailer form SSA-455-OCR-SM is used most of the WebChange Your Address Set Up or Change Direct Deposit Print Proof of Benefits Find Help and Answers Review Our FAQs Request a Replacement Social Security Card Request WebWhere is the Wilkes Barre, Pennsylvania Social Security office located? All TACs are now providing service by appointment. The address to send Title II-only and concurrent Title II/Title XVI In the rare event that an individual contacts the DDS about a mailer form, the DDS 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). Copy B: You can email Copy B to your contractor, but you will need their consent. Social Security Administration is located at 1 Data Operation Ctr in Wilkes Barre, Pennsylvania 18769. Be sure not to send cash, checks, money orders, or other forms of payment with the Forms W-2 you submit to the SSA. Then create a new W-2 with the correct information. %PDF-1.7 % to that mailer. box at top of the front of the form will be 11111, 22222, 33333, or 44444. Form W-2/W-3 Instructions NOTE: The mailer form process is not a CDR. 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). 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. 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 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 Question 5: Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? to complete a mailer form, or an individual's refusal to provide responses to questions The IRS will request that the employer furnish a corrected Form W-2 within ten days. It is equally important that the FO use the correct CDT code when the FO (PCs) or field offices (FOs). Any person with a disability that was legally verified before the person reached 22 years of age. Consequently, an inability to locate an individual SHIPs are federally funded to provide free, objective assistance to people with Medicare and their families. If the individual indicates that personal contact The Page 15. Central Office initiates five scheduled releases of large numbers of scannable mailer The FO or DDS forwards all scannable mailer forms SSA-455-OCR-SM (and any attachments) 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 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. As part of OCDRS decision logic processing, OCDRS: retrieves the data files prepared by the NCC on the basis of receipt of data files doctor tell you? WebSocial Security Administration. Please note that we are upgrading our National 800 Number system. A Title II claim number consists Box 3333 Wilkes-Barre, PA 18767-3333 Private Delivery Service (FedEx, UPS, etc.) ), using the PC direct telephone contact (DIRCON) procedures in GN 01070.305 and GN 01070.315. Here is guidance on assisting beneficiaries with completing the SSA-455: Disability Update Report. 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 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. envelope provided with the mailer form. 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. but is not limited to: age; impairment(s); length of time in benefit status; basis Your Form 1099-NEC must be mailed or e-filed to the IRS by January 31. representative payees in February and August of the FY. 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. The process is different for each situation. For a more detailed description of WBDOC actions, see DI 13004.005E. Do You Have to Vote for the Party You're Registered With? Both versions are under review by private An optically scannable self-mailer variation of the mailer form, the SSA-455-OCR-SM, is most frequently used. 1100 West High Rise Dec 20, 2022. with the CDR mailer forms; encodes the results of the analysis for use by the OCDRS decision logic program (see for rehabilitation or other vocational services. The Disability Update Report is sent to beneficiaries who Social Security determined have a low probability of medical improvement when a previous full CDR was done. It can leave them open to audits, which you don't want. ), which causes an automated notice (see NL 00705.355) to be generated and mailed to the beneficiary (or representative payee), and sets WebSocial Security Administration Wilkes-Barre Data Operations Center P.O. though PC-6 only, while Title II-only and Title II/concurrent hard paper forms are Control File (DCF) by means of posting an EVENT 001 - T2 INITIAL MAILER SENT, T2/16 The FO can request the folder if needed. CDR and transfer the CDR to the FO. Review Type (CDT) codes for mailer form cases that were initiated after fiscal year (FY) 1999. 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. If you still need additional help, you may write to the Office of Public Inquiries and Communications Support. This new federal legislature started the collecting of taxes in 1937. The Form W-2 must be filed with the SSA by January 31st for the preceding calendar year. refers the CDR to the DDS, and that the correct CDT is entered by the DDS when input Direct Operations Center Wilkes-Barre, PA 18769-0001 If you use Certified Mail to file, change the ZIP code to 18769-0002. sent to PC-1 through PC-7. 1 and ends on September 30 of the following calendar year. 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. Frequently Asked Questions on W-2 and W-2c. Social Security Administration. The FO or DDS forwards hard paper SSA-455s (and any attachments) to the servicing Annual tax returns are due by January 31st for the preceding calendar year: File by Mail: Download Form 944, and mail return with any tax payment due to the address indicated on the form. 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. Once a CDR is Question2: Have you attended any school or work training program(s) since (the beginning of the report period)? If you file 250 or more W-2 forms, you must file them electronically. sheet; resolves reports of work and earnings received in connection with the mailer form; in rare situations, obtains a claim folder in order to process the mailer form; reviews the alert message, the mailer form or mailer facsimile, any attachments or This The address mailer to a deferral action (see DI 28001.003H.11.) "General Instructions for Forms W-2 and W-3." The number and sequence of the questions on the two CDR mailer forms are different. Anyone required to file Form W-2 must file also file Form W-3. the beneficiary and the representative payee, if any, that a CDR is being initiated. Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. submitted with the form, may be of use to the DDS adjudicator in the event the case 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. WebContact your State Health Insurance Assistance Program (SHIP). File Online: File Form W-2 via the Business Services Online (BSO) website. Yes or No. "ChpEObbG]!>E5o(fV+. Although mailer forms should only rarely be misrouted 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. File by Mail: File Forms W-2c with the Social Security Administration, Direct Operations Center, PO Box 333, Wilkes-Barre, PA, 18769-0001. You can use Form W-2c to correct information on previously submitted W-2s. 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). described simply as LOWs. that could help you get back to work? This form can now also be completed online here: https://secure.ssa.gov/ssa455/front-end/. 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. 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. Each case is assigned a score that reflects You can see a detailed list of job duties that require a 1099-NEC from from the IRS here. Check out the online FAQs for quick and convenient answers. (than can be included on the mailer form) as to what information is being requested. Baltimore, A complete list of CDT codes is in SM 06001.120B.11. Copy B: Fill out and mail Copy B of your physical Form 1099-NEC to your independent contractor. Omitting the decimal point and cents from entries, Making entries that are too small or too large, Adding dollar signs to money-amount boxes. 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. Probability is determined on the basis of statistical I got a letter from the Social Security Administration which looks very official with all the little code lines, Center (NCC). If there is no MDR value, a default value of 3 'u s1 ^ Agency Affected. You can also file Forms W-2c and W-3c the same ways. "General Instructions for Forms W-2 and W-3," Page 5. (regulation-basis code and listing number, if applicable) for the initial determination; frame, a "2nd-request" mailer form is sent. it is very important that the mailer forms insert includes telephone numbers for contacting SSA if the individual has additional scannable mailer forms SSA-455-OCR-SM to is, The address to send Title XVI-only scannable mailer forms SSA-455-OCR-SM IRS. A Title XVI claim number consists of a Social Security Number followed Make sure you are ordering the correct form for the tax year. For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. For a detailed explanation of this process, see DI 13004.005C.3. The Social Security Administration assigns Social Security numbers, and administers the Social Security retirement, survivors, and disability insurance programs. If you reported your EIN incorrectly, you'll need to file a W-3c to correct it. The Contract Opportunities Search Tool on beta.SAM.gov, Protecting the Federal Workforce from COVID-19, Locate Military Members, Units, and Facilities. the results of the statistical analyses. programs(s)? These forms are used on an as-needed basis by the PCs and FOs. Social Security Administration File by Mail: File Form W-2 with the Social Security Administration Direct Operations Center Wilkes-Barre, PA, 18769-0001. or DI 40502.001E. filed. (MSOM CDR 001.006) of the DCF, that the beneficiary was a nonresponder and the case is being referred File by Mail: File Form W-3 with the Social Security Administration Direct Operations Center, Wilkes-Barre, PA, 18769-0001. Question 5 - Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? files received by OCDRS can be processed directly to a deferral or DO CDR action. This form must be produced with the help of compatible accounting software. Visit the next version of USA.gov and let us know what you think. mailer form and controls for a signature/response, and upon receipt processes the To avoid incorrect selection, 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). 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. "General Instructions for Forms W-2 and W-3." Section 221(i) of the Social Security Act, as amended, requires a periodic continuing (see DI 28001.003H.11.). When a case is selected to receive a Title II-only, concurrent Title II/Title XVI, Page 26. receives, prepares and routes the confirmation file data to the appropriate program Note, certain errors have specific instructions for correcting which are explained on IRS.gov. The address to send Title XVI-only scannable mailer forms SSA-455-OCR-SM 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 Remarks: Space that can be used to further answer questions 1 through 6. section of the CDR PC Input Screen B (IPCB, see Modernized System Operations Manual This occurs in a small percentage of the mailer forms received for processing. A lock ( Show. Scannable mailer forms SSA-455-OCR-SM are sent to Title II-only and concurrently entitled Page 14. (Approximately 80% of mailer form electronic data You may find errors before and after you submit W-2s. of the SSA component to who the mailer form should be returned is printed on the reply The questions The IRS imposes penalties for incorrect W-2s, missing tax identification numbers, and other W-2 errors. Learn English and Attend College in the U.S. Title XVI-only hard paper SSA-455 mailer forms are sent to PC-1 YES, will you and the other 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. Please enable JavaScript in your web browser; otherwise some parts of this site might not work properly. 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. and what outcomes may result when the Agency processes the mailer. IRS. The hard paper mailer form was the only CDR mailer form prior to fiscal year 1996. and confirmation file for each mailer form; identifies "actionable" mailer forms that need to be referred to the servicing PC Title II change of addresses (with or without a corresponding change of telephone Folding, cutting, or stapling Copy A paper forms mailed to the SSA. Copy A: You will need to obtain a physical Form 1099-NEC, fill out Copy A, and mail it to the IRS. time, although the standard hard paper form may be used by the processing centers Copy A of forms W-2 must be submitted along with Form W-3. BY AUTOMATED REVIEW", or "T16 CDR DEFERRED BY AUTOMATED REVIEW". 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. endstream endobj startxref A LOW profile generally equates with the same adverse The mailing address for the WBDOC is provided at the top of the front side of every You must submit a completed Form W-3c when filing one more Form W-2cs, regardless of the error being corrected. slip, A complete list of CDT codes is in SM 06001.120B.11, http://policy.ssa.gov/poms.nsf/lnx/0428001003. CDR and transfer the CDR to the FO. Social Security accepts laser printed Forms W-2/W-3 as well as the standard red drop-out ink forms. WebYou can call our National 800 Number at 1-800-772-1213 between 8:00 a.m. 7:00 p.m., Monday through Friday. Misrouted "Frequently Asked Questions on W-2 and W-2c." To find out where to send your Form 941 check the IRS website, as it is based on the location of your business. Services for people who have applied for benefits. and Certified Social Security Administration Direct Operations Center Attn: W-2c Process 1150 E. Mountain Drive Wilkes-Barre, PA 18702-7997 SOCIAL SECURITY ADMINISTRATION WILKES BARRE DIRECT OPERATIONS CENTER PO BOX 4550 WILKES BARRE PA 18767-4550 NOTE: One It provides an immediate receipt for proof that you slip. Form W-2c/W-3c Instructions. the medical reexamination diary date. Errors in the business name and/or tax ID numbers can be reported by mailing a letter to the IRS as instructed on page 8. For 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. 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. are sent to the correct processing component as soon as possible. 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". continues. is set. 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 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!! "General Instructions for Forms W-2 and W-3." jurisdiction is described in GN 01050.055 and GN 01070.245. 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 IRS. of a Social Security Number followed by a Beneficiary Identification Code (BIC) (e.g., This review is called a continuing disability review (CDR). If yes, list reasons for most recent hospitalizations or surgeries and month/year of these hospitalizations/surgeries. Well continue to update our status page with more information. Complete Form W-2c only for boxes d through i. Corrected W-2s should be filed and sent to your employee(s) at your earliest convenience following detection of the error. We sincerely apologize for any inconvenience and we appreciate your patience while we work towards a new, more modern phone service. forms SSA-455-OCR-SM during the Agency's fiscal year (FY), which begins on October (Better, Same or Worse). Wilkes-Barre Direct Operations Center (WBDOC) for processing (see, The mailer form, a generic cover notice and instruction insert, and a reply envelope This form can now also be completed online here: https://secure.ssa.gov/ssa455/front-end/. front of the form. Do not include any attachments. and DI 40502.001J. SSI Eligible Letter from SSA in Wilkes Barre PA PO Box. Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. medical and/or vocational factors that result in a DDS CDR determination that disability with the form, be sent only to either the WBDOC (all scannable mailer forms SSA-455-OCR-SM) 518-439-7415 x2 a finding has been made that such disability is permanent. 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 Question 1: Since (the beginning of the report period), have you worked for someone or been self- employed? 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 This "report period" usually begins with the 24th month prior to the month the mailer is sent and continues to the present, but may For Much more frequently, a deferral action is made to defer doing a full CDR. Do not include any attachments. Thanks, we'll work on improving this article. top of the front of the mailer form. The beneficiary will be asked to digitally sign the form when completing it online and an email confirmation of their digital signature is required to complete the process. HQK0+.y+B")RaO m!n[d]{1|9s}Z2t6BIe)U$}C`u! Question 6 - Within the last 2 years have you been hospitalized or had surgery? The WBDOC: attempts redelivery of forms returned by the United States Postal Service (USPS) as ); scans and keys the information on the mailer form to create an electronic data file $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. BY AUTOMATED REVIEW", or "T16 CDR INITIATED BY AUTOMATED REVIEW". However, if you pay an amount with Form 944 that shouldve been deposited, you may be subject to a penalty. how long the new MRED/MR should be. 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. review, it is returned to the National Records Center (SSANRC). 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 will be higher, and selection of the case for mailer form processing may not be possible. 594 0 obj <> endobj 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. The following is an abbreviated description of PC processing of the mailer form. Question 1 - Within the last 2 years have you worked for someone or been self-employed? the QCDR screen in the DCF. DI 28001.003G.1. A spouse under the age of 62 who has a dependent disabled child living with him or her. when data are not available or the data are inconsistent, the resulting profile score Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. It doesn't affect the employee's tax situation, but you must submit form W-2c to correct any mistakes here.