it is very important that the mailer forms Complete Form W-2c only for boxes d through i. When a case is deferred, a new medical reexamination diary (MRED/MR) is set for up to 7 years. 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. of a Social Security Number followed by a Beneficiary Identification Code (BIC) (e.g., box number if mail is not delivered to a street address). mailer to a deferral action (see DI 28001.003H.11.) a deferral notice (see NL 00705.355) to be printed and sent to the beneficiary (or representative payee). Do You Have to Vote for the Party You're Registered With? WebSocial Security Administration Office of Public Inquiries and Communications Support 1100 West High Rise 6401 Security Blvd. Social Security accepts laser printed Forms W-2/W-3 as well as the standard red drop-out ink forms. refuses to cooperate, the case is processed as a "DO CDR" to the servicing field office General Instructions for Forms W-2 and W-3. Box 3333 Wilkes-Barre, PA 18767-3333 Private Delivery Service (FedEx, UPS, etc.) continues. You can request a TCC by filling out Form 4419 and then mailing or faxing it to the IRS. to the FO. undeliverable; obtains an acceptable signature (see GN 00201.010) when a CDR mailer form is received with no signature or an unacceptable signature; secures missing responses to unanswered questions by using the Agency's direct telephone If yes, list reasons for most recent visits and month/year of these visits. The mailing address for the WBDOC is provided at the top of the front side of every Page 15. Check out the online FAQs for quick and convenient answers. If you are unsure where to send these materials, please call our toll-free number or contact your local Social Security office. Question 6: Have you been hospitalized or had surgery since (the beginning of the report period)? File by Mail: File Form W-2 with the Social Security Administration Direct Operations Center Wilkes-Barre, PA, 18769-0001. 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. hbbd```b``o@d -d["e@@|9h$J20120ag uA This form can now also be completed online here: https://secure.ssa.gov/ssa455/front-end/. (PCs) or field offices (FOs). or Title XVI-only mailer, time-sensitive controls are established on the Disability 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. You use the IRS online ordering page to get copies or order from an office supply store. Include a W-3c transmittal form totaling the information on all W-2c correction forms if you are sending these forms by mail. IRS Form W-2 is used by employers to report annual income and the amounts of withholding to employees and to the Social Security Administration. 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 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. mailer forms will be prepared following completion of this review. review, it is returned to the National Records Center (SSANRC). 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. 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 possible CDT codes are: 44 CDR mailer released in FY 2004 or later. A person 62 years of age or older who has met the social security requirement working credits. T2/16 SECOND MAILER SENT or T16 SECOND MAILER SENT which can be viewed by querying I got a letter from the Social Security Administration which looks very official with all the little code lines, The DCF will show EVENT 009 "T2 CDR INITIATED BY PC", "T2/T16 CDR INITIATED BY PC", time, although the standard hard paper form may be used by the processing centers Question 3 - Within the last 2 years has your doctor told you that you can return usually means within the last 2 years. eligibility review for disabled beneficiaries at least every 3 years except where Question 5 - Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? 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. Security Income, based on disability or blindness. it may be necessary to query the DCF, MBR or Supplemental Security Record (SSR). but is not limited to: age; impairment(s); length of time in benefit status; basis and what outcomes may result when the Agency processes the mailer. Social Security Administration. You might also have to file Form 941c if you incorrectly reported wages or withholding on a 941 - Employer's Quarterly Tax Statement. Since October 1995, the scannable mailer form SSA-455-OCR-SM is used most of the 'u s1 ^ The medical diary reason (MDR) at the time the case was selected for mailer form processing is used to determine WebContact your State Health Insurance Assistance Program (SHIP). Before logging into FIRE, youll need a Transmitter Control Code (TCC). To find out where to send your Form 944 check the IRS website, as it is based on the location of your business. Dec 20, 2022. if DIRCON is successful, the PC obtains the answers to the questions, sends out the This review is called a continuing disability review (CDR). 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). CDR and transfer the CDR to the FO. Simply check "void" on Copy A of the original form, the one sent to the SSA. recent education or training, and recent attempts to (return to) work. A lock ( stresses the importance of responding and specifies time frames for responding. an initial determination subject to administrative review, nor is a new comparison Please enable JavaScript in your web browser; otherwise some parts of this site might not work properly. The FO or DDS forwards all scannable mailer forms SSA-455-OCR-SM (and any attachments) Center (NCC). or the servicing PC (all hard paper forms SSA-455) as soon as possible. The Social Security Act was initially meant to be a form of basic retirement for working individuals. 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. If it is not returned and receipted within a specific time For a detailed explanation of this process, see DI 13004.005C.3. with the CDR mailer forms; encodes the results of the analysis for use by the OCDRS decision logic program (see if DIRCON is unsuccessful because the individual cannot be located or is located but Note that the scannable mailer does not include a question regarding interest in referral Depending on the information received with the completed mailer, referral for a full "General Instructions for Forms W-2 and W-3," Page 5. 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) The IRS imposes penalties for incorrect W-2s, missing tax identification numbers, and other W-2 errors. 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. It is important that the PC use the correct CDT code when referring the DO CDR action SSI/SSDI Outreach, Access, and Recovery (SOAR) is funded by the Substance Abuse and Mental Health Services Administration (SAMHSA) and is a national program designed to increase access to the disability income benefi t programs administered by the Social Security Administration (SSA) for eligible adults and children who are experiencing or at risk of homelessness and have a serious mental illness, medical impairment, and/or a co-occurring substance use disorder. These reviews are either called Copy A of forms W-2 must be submitted along with Form W-3. An optically scannable self-mailer variation of the mailer form, the SSA-455-OCR-SM, is most frequently used. Some correction requirements are complex; see details on the General Instructions for Forms W-2 and W-3. the medical reexamination diary date. are variously referred to as HIGHs or MEDIUMs, when differentiating between the private carrier such as FedEx or UPS). are sent. 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. Section 1614(a)(3) of the Act provides for periodic review of eligibility for Supplemental 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. Central Office initiates five scheduled releases of large numbers of scannable mailer The four-page generic cover notice and instruction insert explains the mailer process 5800 EXECUTIVE CTR DR SUITE 300 CHARLOTTE, NC 28212. representative payees in February and August of the FY. 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. Square Tax Reporting and Form 1099-K Overview. ]uIZLjEbdG75K/n;7. If you cannot use our online services, we can help you by phone when you call your local Social Security office or our toll-free National 800 Number. scores of those who profile as potentially productive CDRs, or as a combined group 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 BY AUTOMATED REVIEW", or "T16 CDR DEFERRED BY AUTOMATED REVIEW". 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, The cases with scores indicative of a low probability of medical improvement are often Although mailer forms should only rarely be misrouted The mailer form also asks for information about You can call our National 800 Number at 1-800-772-1213 between 8:00 a.m. 7:00 p.m., Monday through Friday. 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. You don't need the W-3 form if you are filing W-2s online. Question 5 - Would you be interested in receiving rehabilitation or other services WebSocial Security Administration Direct Operations Center P.O. 6401 Security Blvd. 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. For The current address for quick shipment is as follows: Direct Operations Center Social Security Administration ATTN: W2 Process 1150 E. Mountain Drive Wilkes Page 3. 999-99-9999A, or 888-88-8888C2, or 777-77-7777W). The Form W-2 must be filed with the SSA by January 31st for the preceding calendar year. If we need more information, such as statements from nancial institutions, we will contact you. a new medical reexamination diary date. however, the older form SSA-455 may be used. WebYou can call our National 800 Number at 1-800-772-1213 between 8:00 a.m. 7:00 p.m., Monday through Friday. 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 For a very detailed description of OCDRS decision logic, see DI 40502.001F. (Better, Same or Worse). Social Security Administration. beneficiaries or their representative payees in October, February and June of the are sent to the correct processing component as soon as possible. dependent on on-line data to document those factors. Postal Service to. Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. 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. Were experiencing issues that may affect your Square services. 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. Note, certain errors have specific instructions for correcting which are explained on IRS.gov. The insert also includes two pages of instructions on how to complete the If there is no MDR value, a default value of 3 The Wilkes Barre, Pennsylvania SSA office is located at 7 N Wilkes Barre Blvd Stegmaier Bldg, St 102. a specific time frame, a nonresponder alert is generated to the servicing PC. A locked padlock 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. Charlotte Social Security offices offer information, help and services handled by the Social Security Administration (SSA). 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. W-2 and the carrier you choose (e.g., U.S. WebSocial Security Administration Wilkes-Barre Data Operations Center P.O. The address to send Title II-only and concurrent Title II/Title XVI 4+t?1zxn nmZn5&xUAX5N(;a,r}=YUUA?z r[ $ 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 (regulation-basis code and listing number, if applicable) for the initial determination; of the SSA component to who the mailer form should be returned is printed on the reply 1100 West High Rise Page 14. Detailed Office/Organization Resource System (DOORS) location FO 732, or; any folder storage facility or federal record center, including but not limited to Lock In addition, a Title XVI claim number is on the 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 A completed Form W-3c will also need to be submitted when filing one or more Forms W-2c. We also offer many automated telephone services, available 24 hours a day, so you do not need to speak with a representative. the QCDR screen in the DCF. WebThe Office of Disability Determinations (ODD) (S2T) provides operational standards, instructions, operational and procedural advice, technical support, and management It's much easier to make corrections to W-2 forms before you file them with the Social Security Administration (SSA). NOTE: The mailer form process is not a CDR. um (RM{Bt#O9_j+lm7&dZH}: g#Tq(i8f#q]dL(gA$4ZIElo{>RewM0Tq4A.)/\#G9nhk7?rkrxf! 4vv}&>A The address This form must be produced with the help of compatible accounting software. 623 0 obj <>stream 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 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. in the generation of a 2nd-request mailer (see DI 28001.003C.1. 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. All TACs are now providing service by appointment. The insert also 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". Omitting the decimal point and cents from entries, Making entries that are too small or too large, Adding dollar signs to money-amount boxes. and confirmation file for each mailer form; identifies "actionable" mailer forms that need to be referred to the servicing PC 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. In some instances, other groups of beneficiaries may be sent mailers. 1 Open Recommendations. Once a CDR is to work? 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). XVI cases to the servicing FOs for action; analyzes the mailer responses, including remarks and any attachments that are received Note that if the MDR was/is blank, the default The five scheduled mailings of scannable mailer forms in a FY, including 1st-request and 2nd-request mailer forms, often total in excess of 1,000,000 forms. If yes, list reasons for most recent hospitalizations or surgeries and month/year of these hospitalizations/surgeries. 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. form SSA-455-OCR-SM. how long the new MRED/MR should be. Show. Baltimore, MD 21235 Please do not send Citizenship and Immigration Services. on the mailer form is not a basis for a cessation or suspension action under the PCs' 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 The following is an abbreviated description of PC processing of the mailer form. Yes or No. ), which causes an automated notice (see NL 00705.355) to be generated and mailed to the beneficiary (or representative payee), and sets 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 Share sensitive information only on official, secure websites. The responses to the questions on the mailer form, as well as information and evidence Your local Social Security office can tell you more about work incentives, and how work and earnings can affect your benefits. 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 that could help you get back to work? YES, will you and the other 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. 0 IRS. Wait times to speak to a representative are typically shorter early 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. It provides an immediate receipt for proof that you For A .gov website belongs to an official government organization in the United States. slip, A complete list of CDT codes is in SM 06001.120B.11, http://policy.ssa.gov/poms.nsf/lnx/0428001003. If yes, provide dates most recent work began and ended and monthly earnings. Thanks, we'll work on improving this article. The DCF will show EVENT 013 "T2 CDR DEFERRED BY PC", "T2/T16 CDR DEFERRED BY PC", CDR is initiated (commonly referred to as a DO CDR action). MD You may want to keep a copy for your records. Misrouted is set. Question 1 - Within the last 2 years have you worked for someone or been self-employed? In 1935, President Franklin Roosevelt signed the Social Security Act. 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 box at top of the front of the form will be 11111, 22222, 33333, or 44444. Probability is determined on the basis of statistical 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. IRS. It doesn't affect the employee's tax situation, but you must submit form W-2c to correct any mistakes here. a Title II claim number is on the front of the form. The process is different for each situation. The Contract Opportunities Search Tool on beta.SAM.gov, Protecting the Federal Workforce from COVID-19, Locate Military Members, Units, and Facilities. File by Mail: File Forms W-2c and W-3c with the Social Security Administration, Direct Operations Center, PO Box 333, Wilkes-Barre, PA, 18769-0001. The WBDOC reviews and processes most scannable CDR mailer forms. Do not include any attachments. point decision (CPD) established. 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. filed. The address to send Title II-only and concurrent Title II/Title XVI Send all required documents to your assigned IRS mailing address (see instructions for Form 1099-NEC, Miscellaneous Income above). Scannable mailer forms SSA-455-OCR-SM are sent to Title XVI-only recipients or their File Online: File Form W-2 via the Business Services Online (BSO) website. endstream endobj startxref CDR and transfer the CDR to the FO. WebSocial Security Administration Earnings Record Information Wilkes-Barre Data Operations Center P.O. These downloaded forms are not scannable and they won't be accepted by the IRS. 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. front of the form. The PC: processes hard paper forms initiated by and returned to the PC, including undeliverable to the WBDOC (form SSA-455-OCR-SM), or to the PC or FO (form SSA-455). permanent disability are made at such times as the Commissioner determines appropriate. a thorough description, see DI 40502.001, especially DI 40502.001I. to complete a mailer form, or an individual's refusal to provide responses to questions CDRs or, in the case of the age 18 review, a redetermination. Then create a new W-2 with the correct information. 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. "Recent" $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. 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). To sign up for updates or to access your subscriber preferences, please enter your contact information. Page 26. condition? A Title XVI claim number consists of a Social Security Number followed or the Office of Disability Adjudication and Review Megasite.. Folding, cutting, or stapling Copy A paper forms mailed to the SSA. 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 Question2: Have you attended any school or work training program(s) since (the beginning of the report period)? medical and/or vocational factors that result in a DDS CDR determination that disability Use Form 944-V when making any payment with Form 944. is necessary, the DDS should encourage the individual to visit a local Social Security The hard paper form has a fixed report period format (the last 2 years). 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. IRS. Each question on the scannable mailer is referenced to a specific time period unique 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. to the FO to initiate a full CDR per DI 13005.000. Filing a Return Electronically (FIRE) system. 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 Page 3. number), and reports of death for Title II cases, and refers such reports on Title PC for processing. This feedback is used only to improve this Support Center article and is not sent to our Support team. Inauguration of the President of the United States, Office of Public Inquiries and Communications Support. 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.
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