Skip to main content

You are here

Advertisement

SSA Updates ERISA Form 8955-SSA 2-D Barcode Standards

Practice Management
The Social Security Administration has announced that it has updated the ERISA Form 8955-SSA 2-D barcode standards for 2020 use.
 
The 2D barcode is intended to represent the information on the paper form. Barcodes for this form are generated from two sources:
 
  1. The IRS Form 8955-SSA Fillable PDF, which produces a barcode after printing the form in Adobe.
  2. The approved software vendors for Form 8955-SSA, which produce a barcode when printing their forms from their software packages.

The first page of the form calls for information about the plan administrator and plan sponsor, as well as annual statement identification data and signatures. This page must have two barcodes, the content for which is defined in the barcode layout section. The signature and signed dates are the only data fields not included in the barcodes; all other fields are included in the barcode data.
 
The second page of the form requires participant information, such as the name, Social Security number and information about the participant’s benefits. The form will allow entering information about 10 participants on each page 2, and multiple page 2s can be submitted for more participants.  Each page 2 must have two barcodes as defined in the layout section. All data on page 2 should be included in the barcode.
 
The updated document includes detailed information concerning fields on the form, such as the data limitations, print format and 2-D barcode formats.