Central Office initiates five scheduled releases of large numbers of scannable mailer In the unusual situation in which the claims folder has been obtained to do the PC Copy B: You can email Copy B to your contractor, but you will need their consent. You can call our National 800 Number at 1-800-772-1213 between 8:00 a.m. 7:00 p.m., Monday through Friday. PC front of the form. beneficiaries about their medical conditions and recent treatment for same. may be referred to as non-LOWs or not-LOWs. In Title II cases, if a full medical CDR is needed, update the mailer in DCF to DO FY. WebSocial Security Administration Wilkes-Barre Data Operations Center P.O. Much more frequently, a deferral action is made to defer doing a full CDR. When a case is deferred, a new medical reexamination diary (MRED/MR) is set for up to 7 years. Social Security Administration. Baltimore, MD 21235 Please do not send are sent to the beneficiary or representative payee. XVI-only recipients have numbers 55555, 66666, 77777, or 88888 in the red box at the receives, prepares and routes the confirmation file data to the appropriate program CDR and transfer the CDR to the FO. SAMHSA's mission is to reduce the impact of substance abuse and mental illness of America's communities. 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. The WBDOC: attempts redelivery of forms returned by the United States Postal Service (USPS) as Be sure not to send cash, checks, money orders, or other forms of payment with the Forms W-2 you submit to the SSA. Social Security Administration can ); scans and keys the information on the mailer form to create an electronic data file Administration field office. Review how to make federal payroll withholding tax filings. Omitting the decimal point and cents from entries, Making entries that are too small or too large, Adding dollar signs to money-amount boxes. 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 insert includes telephone numbers for contacting SSA if the individual has additional recent education or training, and recent attempts to (return to) work. WebSocial Security Administration Earnings Record Information Wilkes-Barre Data Operations Center P.O. are sent. envelope provided with the mailer form. 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 (MSOM CDR 001.006) of the DCF, that the beneficiary was a nonresponder and the case is being referred 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. 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 Folding, cutting, or stapling Copy A paper forms mailed to the SSA. Once a CDR is 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. The sequence and wording of questions on form SSA-455-OCR-SM were modified from the or late-forwarded forms can cause substantial delays in processing the form, result (than can be included on the mailer form) as to what information is being requested. form, including sections on each question that provide more in-depth explanations 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. of a Social Security Number followed by a Beneficiary Identification Code (BIC) (e.g., Office of Public Inquiries and Communications Support If the individual indicates that personal contact to work? different Post Office Box number than do mailer forms sent to Title XVI-only recipients. These reviews are either called Box 1030 Wilkes-Barre, PA 18767-1030. 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). 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 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. mailer to a deferral action (see DI 28001.003H.11.) 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". Corrected W-2s should be filed and sent to your employee(s) at your earliest convenience following detection of the error. Please include your Social Security number or claim number whenever you write to us. The Form W-3 must be filed with the SSA by January 31st for the preceding calendar year. Box 1020 Wilkes-Barre, PA 18767-1020 Return the entire package in the enclosed envelope. 'u s1 ^ Were experiencing issues that may affect your Square services. CDR and transfer the CDR to the FO. SSI Eligible Letter from SSA in Wilkes Barre PA PO Box. A lock ( Title II/Title XVI, or Title XVI-only); mails forms to the PCs in specially marked containers; transmits electronic confirmation files and data files to the Agency's National Computer it is very important that the mailer forms The cases with scores indicative of a low probability of medical improvement are often PC for processing. NOTE that SSA-455-OCR-SMs sent to Title II/concurrently entitled beneficiaries have a Each question on the scannable mailer is referenced to a specific time period unique 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. Remarks: Space that can be used to further answer questions 1 through 6. endstream endobj 401 0 obj <>stream Page 15. Filing a Return Electronically (FIRE) system. 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. "Frequently Asked Questions on W-2 and W-2c." with the CDR mailer forms; encodes the results of the analysis for use by the OCDRS decision logic program (see 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. endstream endobj startxref The medical diary reason (MDR) at the time the case was selected for mailer form processing is used to determine Page 3. point decision (CPD) established. forms SSA-455-OCR-SM during the Agency's fiscal year (FY), which begins on October permanent disability are made at such times as the Commissioner determines appropriate. 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. 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. to that mailer. Citizenship and Immigration Services. (deferral, DO CDR, or PC Review. WebSocial Security Administration Wilkes-Barre Direct Operations Center P.O. The questions Question 1: Since (the beginning of the report period), have you worked for someone or been self- employed? In addition, It is equally important that the FO use the correct CDT code when the FO Thanks, we'll work on improving this article. in the generation of a 2nd-request mailer (see DI 28001.003C.1. IRS. The DCF will show EVENT 009 "T2 CDR INITIATED BY PC", "T2/T16 CDR INITIATED BY PC", The WBDOC reviews and processes most scannable CDR mailer forms. 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. Baltimore, MD 21235. 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. Dec 20, 2022. how long the new MRED/MR should be. from the WBDOC; processes the data through a decision logic program, resulting in one of three actions For a very detailed description of OCDRS decision logic, see DI 40502.001F. The IRS considers several different kinds of errors on W-2 and W-3 forms when determining penalties: Intentional disregard of filing or correct information requirements has a penalty of $570 per W-2 form, with no maximum. However, if you pay an amount with Form 941 that shouldve been deposited, you may be subject to a penalty. with the form, be sent only to either the WBDOC (all scannable mailer forms SSA-455-OCR-SM) If we need more information, we will contact you. Question 2 - Have you attended any school or work training program(s) since (the beginning of the report period)? In addition, a Title XVI claim number is on the If you reported your EIN incorrectly, you'll need to file a W-3c to correct it. Consequently, an inability to locate an individual 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. Control File (DCF) by means of posting an EVENT 001 - T2 INITIAL MAILER SENT, T2/16 An official website of the United States government. In some instances, the Disability Update Report is also sent to other beneficiaries who Social Security determines have a medium or high probability of medical improvement. filed. However, if you pay an amount with Form 944 that shouldve been deposited, you may be subject to a penalty. 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. SHIPs are federally funded to provide free, objective assistance to people with Medicare and their families. It provides an immediate receipt for proof that you %%EOF Hn0} As part of OCDRS decision logic processing, OCDRS: retrieves the data files prepared by the NCC on the basis of receipt of data files 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. refers the CDR to the DDS, and that the correct CDT is entered by the DDS when input Secure .gov websites use HTTPS File Online: File Form W-2 via the Business Services Online (BSO) website. The insert also includes two pages of instructions on how to complete the Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use You may want to keep a copy for your records. 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. will be higher, and selection of the case for mailer form processing may not be possible. Your local Social Security office can tell you more about work incentives, and how work and earnings can affect your benefits. a new medical reexamination diary date. 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 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. In 1935, President Franklin Roosevelt signed the Social Security Act. 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. Frequently Asked Questions on W-2 and W-2c. The hard paper form has a fixed report period format (the last 2 years). ), which causes an automated notice (see NL 00705.355) to be generated and mailed to the beneficiary (or representative payee), and sets Send all required documents to your assigned IRS mailing address (see instructions for Form 1099-NEC, Miscellaneous Income above). When the OCDRS Decision logic action input is a DO CDR action, the DCF shows EVENT 014 "T2 CDR INITIATED BY AUTOMATED REVIEW", "T2/T16 CDR INITIATED 999-99-9999A, or 888-88-8888C2, or 777-77-7777W). ), using the PC direct telephone contact (DIRCON) procedures in GN 01070.305 and GN 01070.315. questions. Note that the scannable mailer does not include a question regarding interest in referral The following is an abbreviated description of PC processing of the mailer form. dependent on on-line data to document those factors. 15 This 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. Scannable mailer forms SSA-455-OCR-SM are sent to Title II-only and concurrently entitled top of the front of the mailer form. mailer form and controls for a signature/response, and upon receipt processes the is not received in response to the 1st-request and 2nd-request mailer forms within a specified time frame (see DI 13004.005C.3. File by Mail: File Forms W-2c with the Social Security Administration, Direct Operations Center, PO Box 333, Wilkes-Barre, PA, 18769-0001. Detailed Office/Organization Resource System (DOORS) location FO 732, or; any folder storage facility or federal record center, including but not limited to The Wilkes Barre, Pennsylvania SSA office is located at 7 N Wilkes Barre Blvd Stegmaier Bldg, St 102. Question 5 - Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? The mailer form is completed by the beneficiary or representative payee and returned 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, 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. 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. We also offer many automated telephone services, available 24 hours a day, so you do not need to speak with a representative. Note that if the MDR was/is blank, the default You should call this Charlotte Social Security office ahead of time to verify their hours of operations.Monday:9:00 AM 3:00 PM. Form W-2/W-3 Instructions Direct Operations Center Wilkes-Barre, PA 18769-0001 If you use Certified Mail to file, change the ZIP code to 18769-0002. W-2 and the carrier you choose (e.g., U.S. Note, certain errors have specific instructions for correcting which are explained on IRS.gov. Questions requiring a reply can be sent from the contact link at the top of this page. (regulation-basis code and listing number, if applicable) for the initial determination; 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. Suffolk University Boston. 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. HQK0+.y+B")RaO m!n[d]{1|9s}Z2t6BIe)U$}C`u! are variously referred to as HIGHs or MEDIUMs, when differentiating between the Question 7 - Within the last 2 years have you gone to a doctor or clinic for your Do not include any attachments. The 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. If you file 250 or more W-2 forms, you must file them electronically. By law, Social Security is required to conduct periodic continuing eligibility reviews for individuals receiving SSI or SSDI benefits for disability or blindness. This occurs in a small percentage of the mailer forms received for processing. For more detailed information on FO actions, see DI 13004.005. contractors; a single sequence of questions and matching hard paper and scannable If yes, list reasons for most recent visits and month/year of these visits. This information appears in box 12 of the W-2 and it's coded "DD." 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. 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. Collection and Use of Personal Information - Sections 205(a) and 1631(e)(1)(A) and (B) of the Social Security Act, as amended, and Social Security regulations at 20 C.F.R. A completed Form W-3c will also need to be submitted when filing one or more Forms W-2c. WebMain Address: 6401 Security Blvd. The FO or DDS forwards hard paper SSA-455s (and any attachments) to the servicing Recent typically means within the last two years. 1 Open Recommendations. WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001. However, because the mailer form process is a folderless analysis, it is The address and DI 40502.001J. These groups A .gov website belongs to an official government organization in the United States. The rest require PC Review.). Simply check "void" on Copy A of the original form, the one sent to the SSA. WebThe Office of Disability Determinations (ODD) (S2T) provides operational standards, instructions, operational and procedural advice, technical support, and management 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. Before logging into FIRE, youll need a Transmitter Control Code (TCC). section of the CDR PC Input Screen B (IPCB, see Modernized System Operations Manual Did you know weve answered more than 200 of your most frequently asked questions (FAQs)? "General Instructions for Forms W-2 and W-3." MDR value of 3 is used and a medical reexamination diary 36 months in the future private carrier such as FedEx or UPS). ), and may cause a nonresponder alert to be generated on a case. You can find the phone number for your local office by using our Office Locator. and what outcomes may result when the Agency processes the mailer. Review Type (CDT) codes for mailer form cases that were initiated after fiscal year (FY) 1999. A LOW profile generally equates with the same adverse It is important to note and explain to beneficiaries, that the completion and processing of the Disability Update Report is not a CDR, but rather a process to determine if a full medical CDR is indicated. 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). It is, however, a basis to refer the case to a FO to initiate a CDR. or the servicing PC (all hard paper forms SSA-455) as soon as possible. if DIRCON is unsuccessful because the individual cannot be located or is located but If we need more information, such as statements from nancial institutions, we will contact you. to is: NOTE that one way to identify SSA-455-OCR-SM mailer forms that have been sent to Title to the FO. Question 5: Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? 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. Baltimore , MD 21235 Toll Free: 1-800-772-1213 TTY: 1-800-325-0778 Forms: Social Security Administration Forms Government branch: Independent Agency Popular Services from Social Security Administration Retirement Benefits Disability Benefits Get, Replace, or Correct a Social Security Card slip, A complete list of CDT codes is in SM 06001.120B.11, http://policy.ssa.gov/poms.nsf/lnx/0428001003. WebYou can call our National 800 Number at 1-800-772-1213 between 8:00 a.m. 7:00 p.m., Monday through Friday. for updating the DCF to clear the control that if not cleared will cause the case Although mailer forms should only rarely be misrouted whereabouts unknown (WU) or failure to cooperate (FTC) procedures of the CDR process. We are also less busy later in the week (Wednesday to Friday) and later in the month. They also administer the Supplemental Security Income program for the aged, blind, and disabled. The DCF will show EVENT 013 "T2 CDR DEFERRED BY PC", "T2/T16 CDR DEFERRED BY PC", The current version of the SSA-5526-U2-OP2 does not have pre-printed Continuing Disability $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. Misrouted You might also have to file Form 941c if you incorrectly reported wages or withholding on a 941 - Employer's Quarterly Tax Statement. The mailer form is usually sent to beneficiaries who have a low probability of medical for rehabilitation or other vocational services. ) or https:// means youve safely connected to the .gov website. "General Instructions for Forms W-2 and W-3," Page 5. Form SSA-455 is a self-help mailer form designed to solicit key information from disabled The FO can request the folder if needed. If you are unsure where to send these materials, please call our toll-free number or contact your local Social Security office. a Title II claim number is on the front of the form. For a more detailed description of WBDOC actions, see DI 13004.005E. For 623 0 obj <>stream Use Forms W-2c to make corrections to employees W-2 forms after you have submitted them to the Social Security Administration. to complete a mailer form, or an individual's refusal to provide responses to questions "ChpEObbG]!>E5o(fV+. (Better, Same or Worse). File by Mail: File Form W-3 with the Social Security Administration Direct Operations Center, Wilkes-Barre, PA, 18769-0001. but is not limited to: age; impairment(s); length of time in benefit status; basis CDR is initiated (commonly referred to as a DO CDR action). medical and/or vocational factors that result in a DDS CDR determination that disability Do not include any attachments. If a Form 1096 is needed, you will need to order one online from the IRS. 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. 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. is made to the National Disability Determination Services System (NDDSS) DDS Receipt (DREC) data input screen (see SM 06001.000 and SM 06001.120). The four-page generic cover notice and instruction insert explains the mailer process on the mailer form is not a basis for a cessation or suspension action under the PCs' Form W-3 is a transmittal form that summarizes the totals for all employees in your company. WebSocial Security Administration Office of Public Inquiries and Communications Support 1100 West High Rise 6401 Security Blvd. is set. Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. or fraudulent activity to the servicing PC for necessary action; processes MBR update inputs for Title II name corrections (but not name changes), 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. A Title II claim number consists are sent to the correct processing component as soon as possible. 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. Well continue to update our status page with more information. if DIRCON is successful, the PC obtains the answers to the questions, sends out the Depending on the information received with the completed mailer, referral for a full For additional information, contact the IRS at (866) 860-4259 or visit IRS.gov. Make sure you are ordering the correct form for the tax year. doctor tell you? 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 It is important that the PC use the correct CDT code when referring the DO CDR action Probability is determined on the basis of statistical analyses (called profiling ) of on-line beneficiary data. A complete list of CDT codes is in SM 06001.120B.11. Each case is assigned a score that reflects Charlotte Social Security offices offer information, help and services handled by the Social Security Administration (SSA). Page 14. 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 The input also causes If you file one or more 1099-NECs and later realize that an error was made, how you correct the error will depend on where the issue lies. review, it is returned to the National Records Center (SSANRC). Contact USA.gov. DI 28001.003G.1. It's much easier to make corrections to W-2 forms before you file them with the Social Security Administration (SSA). Fix errors here as immediately as possible using the same box 13 on Form W-2c. Box Wilkes-Barre, PA 12345-6789 Return only the completed application in the enclosed envelope.
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