Title II change of addresses (with or without a corresponding change of telephone 518-439-7415 x2 Recommendation. Each case is assigned a score that reflects Review how to make federal payroll withholding tax filings. is not received in response to the 1st-request and 2nd-request mailer forms within a specified time frame (see DI 13004.005C.3. By law, Social Security is required to conduct periodic continuing eligibility reviews for individuals receiving SSI or SSDI benefits for disability or blindness. 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 This 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 IRS. You can call our National 800 Number at 1-800-772-1213 between 8:00 a.m. 7:00 p.m., Monday through Friday. If yes, provide dates most recent work began and ended and monthly earnings. questions. the QCDR screen in the DCF. Your local Social Security office can tell you more about work incentives, and how work and earnings can affect your benefits. Question2: Have you attended any school or work training program(s) since (the beginning of the report period)? frame, a "2nd-request" mailer form is sent. The DCF will show EVENT 013 "T2 CDR DEFERRED BY PC", "T2/T16 CDR DEFERRED BY PC", or a DO CDR action (see DI 28001.003H.11.). form, including sections on each question that provide more in-depth explanations 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. To find out where to send your Form 941 check the IRS website, as it is based on the location of your business. the medical reexamination diary date. Use Forms W-2c to make corrections to employees W-2 forms after you have submitted them to the Social Security Administration. Services for people who have applied for benefits. form process; explaining the need on the recipient's part to answer the questions, sign the mailer refuses to cooperate, the case is processed as a "DO CDR" to the servicing field office Question 5 - Would you be interested in receiving rehabilitation or other services A Title II claim number consists The address to send Title II-only and concurrent Title II/Title XVI continues. Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. point decision (CPD) established. 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. Dec 20, 2022. or "T16 CDR INITIATED BY PC". The responses to the questions on the mailer form, as well as information and evidence recent education or training, and recent attempts to (return to) work. The current version of the SSA-5526-U2-OP2 does not have pre-printed Continuing Disability Please note that if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. Question 7 - Within the last 2 years have you gone to a doctor or clinic for your Some correction requirements are complex; see details on the General Instructions for Forms W-2 and W-3. Please include your Social Security number or claim number whenever you write to us. 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. 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. 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. The hard paper form has a fixed report period format (the last 2 years). Question 5 - Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? These reviews are either called provided therein for calling SSA. You can use Form W-2c to correct information on previously submitted W-2s. or the Office of Disability Adjudication and Review Megasite.. forms SSA-455-OCR-SM during the Agency's fiscal year (FY), which begins on October Show. 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 yes, list reasons for most recent visits and month/year of these visits. Once a CDR is 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 Baltimore, MD 21235 Please do not send with the form, be sent only to either the WBDOC (all scannable mailer forms SSA-455-OCR-SM) 623 0 obj <>stream FY. 6401 Security Blvd. 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. An initial mailer form or "1st-request" form is sent. (see DI 28001.003H.11.). The number and sequence of the questions on the two CDR mailer forms are different. Check out the online FAQs for quick and convenient answers. CDR is initiated (commonly referred to as a DO CDR action). Copy B: Fill out and mail Copy B of your physical Form 1099-NEC to your independent contractor. Square Tax Reporting and Form 1099-K Overview. Fill out the W-2c completely, showing the original and corrected amounts, if you made an error in an amount either for withholding or earnings. how long the new MRED/MR should be. 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 We also offer many automated telephone services, available 24 hours a day, so you do not need to speak with a representative. 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. though PC-6 only, while Title II-only and Title II/concurrent hard paper forms are XVI cases to the servicing FOs for action; analyzes the mailer responses, including remarks and any attachments that are received Yes or No. Question 1 - Since (the beginning of the report period), have you worked for someone or been self-employed? 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. the National Records Center (SSANRC), the Rolling Heights Building (the Megasite), (deferral, DO CDR, or PC Review. If the individual indicates that personal contact are sent. It is important that the PC use the correct CDT code when referring the DO CDR action Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use IRS. 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. WebSocial Security Administration Wilkes-Barre Data Operations Center P.O. Corrected W-2s should be filed and sent to your employee(s) at your earliest convenience following detection of the error. Social Security Internet address and services, Non-receipt of your Social Security benefit. CDR and transfer the CDR to the FO. 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. Data considered includes, ), and may cause a nonresponder alert to be generated on a case. A lock ( In some instances, other groups of beneficiaries may be sent mailers. Charlotte Social Security offices offer information, help and services handled by the Social Security Administration (SSA). They also administer the Supplemental Security Income program for the aged, blind, and disabled. The possible CDT codes are: 44 CDR mailer released in FY 2004 or later. to the DDS, it is very important that the mailer forms If we need more information, we will contact you. WebMain Address: 6401 Security Blvd. 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. The address The Balance uses only high-quality sources, including peer-reviewed studies, to support the facts within our articles. 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. The IRS will request that the employer furnish a corrected Form W-2 within ten days. Thanks, we'll work on improving this article. Social Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001 No payments should be submitted with the forms, this includes cash, An official website of the United States government. Wilkes-Barre Direct Operations Center (WBDOC) for processing (see, The mailer form, a generic cover notice and instruction insert, and a reply envelope It is, however, a basis to refer the case to a FO to initiate a CDR. The Contract Opportunities Search Tool on beta.SAM.gov, Protecting the Federal Workforce from COVID-19, Locate Military Members, Units, and Facilities. Security Income, based on disability or blindness. are sent to the correct processing component as soon as possible. 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. Visit the next version of USA.gov and let us know what you think. For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. are sent to the beneficiary or representative payee. Page 14. to the FO to initiate a full CDR per DI 13005.000. This occurs by remaining employed for a steady and reasonable amount of time to pay into the social security fund. WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001. Questions requiring a reply can be sent from the contact link at the top of this page. This form can now also be completed online here: https://secure.ssa.gov/ssa455/front-end/. We sincerely apologize for any inconvenience and we appreciate your patience while we work towards a new, more modern phone service. For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. Do not include any attachments. The action to defer a CDR or refer a mailer case for a CDR is not a CDR and is not The mailer form also asks for information about However, if you pay an amount with Form 944 that shouldve been deposited, you may be subject to a penalty. 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. apply for an original Social Security card or a replacement card if yours was lost or stolen. ); scans and keys the information on the mailer form to create an electronic data file (MSOM CDR 001.006) of the DCF, that the beneficiary was a nonresponder and the case is being referred 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. 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). mailer form and controls for a signature/response, and upon receipt processes the eligibility review for disabled beneficiaries at least every 3 years except where This feedback is used only to improve this Support Center article and is not sent to our Support team. 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. A LOW profile generally equates with the same adverse It provides an immediate receipt for proof that you Section 221(i) of the Social Security Act, as amended, requires a periodic continuing to the WBDOC (form SSA-455-OCR-SM), or to the PC or FO (form SSA-455). Keep the voided form for your records. insert includes telephone numbers for contacting SSA if the individual has additional ), using the PC direct telephone contact (DIRCON) procedures in GN 01070.305 and GN 01070.315. Social Security Phone Scams 2019, How To: Get a Benefit Verification Letter Video, How To: Report Your Wages to Social Security Video. Use Form 944-V when making any payment with Form 944. 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) Depending on the information received with the completed mailer, referral for a full 21235, Get, Replace, or Correct a Social Security Card, USAGov is the Official Guide to Government Information and Services, Government Agencies and Elected Officials, Indian Tribes and Resources for Native Americans, Commonly Requested U.S. Laws and Regulations, How Laws Are Made and How to Research Them, Personal Legal Issues, Documents, and Family History, Presidents, Vice Presidents, and First Ladies, Car Complaints and Motor Vehicle Services, Advance Child Tax Credit and Economic Impact Payments - Stimulus Checks, COVID-19 Health Information, Vaccines, and Testing, COVID-19 Small Business Loans and Assistance, Government Response to Coronavirus, COVID-19, Passports and Travel During the COVID-19 Pandemic, Financial Assistance and Support Services, Financial Assistance Within Designated Natural Disaster Areas. WebSocial Security Administration Direct Operations Center P.O. We are also less busy later in the week (Wednesday to Friday) and later in the month. filed. 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 Suffolk University Boston. "ChpEObbG]!>E5o(fV+. soar@prainc.com. SAMHSA's mission is to reduce the impact of substance abuse and mental illness of America's communities. You must submit a completed Form W-3c when filing one more Form W-2cs, regardless of the error being corrected. 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. Divorced person who is unmarried and who is over 62 years of age may qualify for social security benefits from a previous spouse if they were married for more than a decade. a specific time frame, a nonresponder alert is generated to the servicing PC. 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. %%EOF If you reported your EIN incorrectly, you'll need to file a W-3c to correct it. refers the CDR to the DDS, and that the correct CDT is entered by the DDS when input 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