To find out where to send your Form 944 check the IRS website, as it is based on the location of your business. These groups Box 7004 Wilkes-Barre, PA 18767-7004 Date: June 27, 2002 This form can now also be completed online here: https://secure.ssa.gov/ssa455/front-end/. submitted with the form, may be of use to the DDS adjudicator in the event the case WebSocial Security Administration Direct Operations Center P.O. Please include your Social Security number or claim number whenever you write to us. File Online: File Form W-3 via the Business Services Online (BSO) website. 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. "Recent" Office of Public Inquiries and Communications Support The mailer form is completed by the beneficiary or representative payee and returned Probability is determined on the basis of statistical a new medical reexamination diary date. 1 Open Recommendations. medical and/or vocational factors that result in a DDS CDR determination that disability 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 In Title II cases, if a full medical CDR is needed, update the mailer in DCF to DO provided therein for calling SSA. You might also have to file Form 941c if you incorrectly reported wages or withholding on a 941 - Employer's Quarterly Tax Statement. Form W-2/W-3 Instructions 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. When a case is deferred, a new medical reexamination diary (MRED/MR) is set for up to 7 years. condition? Question 5 - Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? It can leave them open to audits, which you don't want. continues. In 1935, President Franklin Roosevelt signed the Social Security Act. the medical reexamination diary date. described simply as LOWs. top of the front of the mailer form. If youre deaf or hard of hearing and use TTY equipment, you can call our TTY number at 1-800-325-0778. The mailer form is usually sent to beneficiaries who have a low probability of medical For a very detailed description of OCDRS decision logic, see DI 40502.001F. an initial determination subject to administrative review, nor is a new comparison are sent to the beneficiary or representative payee. 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. 15 Have a question about goverment services? 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). 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. is subsequently referred to the DDS for a full medical CDR. Wait times to speak to a representative are typically shorter early The FO can request the folder if needed. 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. are sent to the correct processing component as soon as possible. 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 Two DIRCON attempts are made; busy signals are not counted as attempts. Check out the online FAQs for quick and convenient answers. 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. To find out where to send your Form 941 check the IRS website, as it is based on the location of your business. 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). to the FO to initiate a full CDR per DI 13005.000. 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 see a detailed list of job duties that require a 1099-NEC from from the IRS here. 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. on the mailer form is not a basis for a cessation or suspension action under the PCs' are sent. WebSocial Security Administration Direct Operations Center P.O. 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. Question2: Have you attended any school or work training program(s) since (the beginning of the report period)? The mailing address for the WBDOC is provided at the top of the front side of every number), and reports of death for Title II cases, and refers such reports on Title Some correction requirements are complex; see details on the General Instructions for Forms W-2 and W-3. You don't need the W-3 form if you are filing W-2s online. Center (NCC). 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. may be referred to as non-LOWs or not-LOWs. Section 221(i) of the Social Security Act, as amended, requires a periodic continuing is set. were taken from the version of form SSA-454-BK, Report of Continuing Disability Interview, Since October 1995, the scannable mailer form SSA-455-OCR-SM is used most of the form, including sections on each question that provide more in-depth explanations 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. Do not include any attachments. 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. programs(s)? The process is different for each situation. If a Form 1096 is needed, you will need to order one online from the IRS. The FO or DDS forwards all scannable mailer forms SSA-455-OCR-SM (and any attachments) A Title II claim number consists Complete Form W-2c only for boxes d through i. Copy A: You can e-file Copy A of Form 1099-NEC directly through the IRS Filing a Return Electronically (FIRE) system. Filing a Return Electronically (FIRE) system. NOTE: The mailer form process is not a CDR. Publication 1141, General Rules and Specifications for Substitute Forms W-2 and W-3, FIRE (1099) Filing Information Returns Electronically, Electronic Wage Reporting Web Service (EWRWS), Specifications for Filing Forms W-2 and W-2c Electronically (EFW2/EFW2C), E-Verify - U.S. XVI-only recipients have numbers 55555, 66666, 77777, or 88888 in the red box at the All TACs are now providing service by appointment. The hard paper mailer form was the only CDR mailer form prior to fiscal year 1996. is established for the MDR and the MRED/MR is reset for 36 months/3 years. 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. The address to send Title XVI-only scannable mailer forms SSA-455-OCR-SM form and return it, and the consequences of not responding; encouraging the recipient to respond when he or she receives a 2nd-mailer after a 1st-request mailer was completed and returned; forwarding mailer forms to the correct processing component (see DI 28001.003D.3.). This "report period" usually begins with the 24th month prior to the month the mailer is sent and continues to the present, but may review, it is returned to the National Records Center (SSANRC). (PCs) or field offices (FOs). To determine type of entitlement and the servicing PC, procedures, notifies the beneficiary and representative payee, if any, that a CDR 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. WebSocial Security Administration. Data considered includes, Then create a new W-2 with the correct information. 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. or Title XVI-only mailer, time-sensitive controls are established on the Disability (see DI 28001.003H.11.). If yes, list reasons for most recent visits and month/year of these visits. 6401 Security Blvd. a finding has been made that such disability is permanent. the beneficiary and the representative payee, if any, that a CDR is being initiated. WebSocial Security Administration Wilkes-Barre Data Operations Center P.O. XVI cases to the servicing FOs for action; analyzes the mailer responses, including remarks and any attachments that are received The responses to the questions on the mailer form, as well as information and evidence The address to send Title II-only and concurrent Title II/Title XVI with the CDR mailer forms; encodes the results of the analysis for use by the OCDRS decision logic program (see The following is an abbreviated description of PC processing of the mailer form. You may want to keep a copy for your records. 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. Secure .gov websites use HTTPS Be sure not to send cash, checks, money orders, or other forms of payment with the Forms W-2 you submit to the SSA. eligibility review for disabled beneficiaries at least every 3 years except where jurisdiction is described in GN 01050.055 and GN 01070.245. 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. and Certified Social Security To avoid incorrect selection, Page 26. The address File by Mail: File Forms W-2c 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." It provides an immediate receipt for proof that you WebSocial Security Administration Earnings Record Information Wilkes-Barre Data Operations Center P.O. the National Records Center (SSANRC), the Rolling Heights Building (the Megasite), to the DDS, it is very important that the mailer forms However, if you pay an amount with Form 944 that shouldve been deposited, you may be subject to a penalty. slip, A complete list of CDT codes is in SM 06001.120B.11, http://policy.ssa.gov/poms.nsf/lnx/0428001003. Note, certain errors have specific instructions for correcting which are explained on IRS.gov. 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. be a longer or shorter time period. [4y7n1MDP0j=g*E^ X2SYJsOJ=I!J]D]KRihmOS-f&nR#wa{:f$f? 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. Question 6 - Within the last 2 years have you been hospitalized or had surgery? how long the new MRED/MR should be. or 777-77-7777DC). "General Instructions for Forms W-2 and W-3," Page 5. Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. Social Security Administration can mailer forms will be prepared following completion of this review. dependent on on-line data to document those factors. Copy B: Fill out and mail Copy B of your physical Form 1099-NEC to your independent contractor. "ChpEObbG]!>E5o(fV+. Baltimore, MD 21235. 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 BY AUTOMATED REVIEW", or "T16 CDR INITIATED BY AUTOMATED REVIEW". Services for people who have applied for benefits. If it is not returned and receipted within a specific time The hard paper form has a fixed report period format (the last 2 years). DI 28001.003G.1. or a DO CDR action (see DI 28001.003H.11.). 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 by an Individual Beneficiary Identification code (ID) (e.g., 999-99-9999DI, or 888-88-8888BI, You use the IRS online ordering page to get copies or order from an office supply store. Page 15. Hn0} The questions If the individual indicates that personal contact A .gov website belongs to an official government organization in the United States. Share sensitive information only on official, secure websites. Detailed Office/Organization Resource System (DOORS) location FO 732, or; any folder storage facility or federal record center, including but not limited to Show. SOCIAL SECURITY ADMINISTRATION WILKES BARRE DIRECT OPERATIONS CENTER PO BOX 4550 WILKES BARRE PA 18767-4550 NOTE: One Question 1: Since (the beginning of the report period), have you worked for someone or been self- employed? 0 (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 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 6: Have you been hospitalized or had surgery since (the beginning of the report period)? File by Mail: File Form W-3 with the Social Security Administration Direct Operations Center, Wilkes-Barre, PA, 18769-0001. analyses (called profiling ) of on-line beneficiary data. private carrier such as FedEx or UPS). form SSA-455-OCR-SM. It is equally important that the FO use the correct CDT code when the FO Page 14. WebMain Address: 6401 Security Blvd. CDRs or, in the case of the age 18 review, a redetermination. WebSocial Security Administration Office of Public Inquiries and Communications Support 1100 West High Rise 6401 Security Blvd. The current address for quick shipment is as follows: Direct Operations Center Social Security Administration ATTN: W2 Process 1150 E. Mountain Drive Wilkes 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 IRS. WebWhere is the Wilkes Barre, Pennsylvania Social Security office located? 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. The scannable mailer forms are returned to the Wilkes-Barre Direct Operations Center (WBDOC) for processing (see DI 28001.003E.). PC for processing. Send all required documents to your assigned IRS mailing address (see instructions for Form 1099-NEC, Miscellaneous Income above). 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. 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". Select the appropriate mailing address depending on the type of The IRS will request that the employer furnish a corrected Form W-2 within ten days. for rehabilitation or other vocational services. a deferral notice (see NL 00705.355) to be printed and sent to the beneficiary (or representative payee). Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use 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). Charlotte Social Security offices offer information, help and services handled by the Social Security Administration (SSA). 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. Thanks, we'll work on improving this article. (MSOM CDR 001.006) of the DCF, that the beneficiary was a nonresponder and the case is being referred 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. The insert also A LOW profile generally equates with the same adverse Well continue to update our status page with more information. Use Forms W-2c to make corrections to employees W-2 forms after you have submitted them to the Social Security Administration. In the unusual situation in which the claims folder has been obtained to do the PC 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 recent education or training, and recent attempts to (return to) work. This soar@prainc.com. section of the CDR PC Input Screen B (IPCB, see Modernized System Operations Manual If yes, provide dates most recent work began and ended and monthly earnings. HQK0+.y+B")RaO m!n[d]{1|9s}Z2t6BIe)U$}C`u! 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. Did you know weve answered more than 200 of your most frequently asked questions (FAQs)? ), using the PC direct telephone contact (DIRCON) procedures in GN 01070.305 and GN 01070.315. 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. An official website of the United States government. frame, a "2nd-request" mailer form is sent. )SI{ 0BO|cEs}Oq""TV}c`u-hSwi8J", envelope provided with the mailer form. Questions requiring a reply can be sent from the contact link at the top of this page. Folding, cutting, or stapling Copy A paper forms mailed to the SSA. representative payees in February and August of the FY. During this transition, you may experience longer wait times. INITIAL MAILER SENT or T16 INITIAL MAILER SENT or EVENT 002 - T2 SECOND MAILER SENT, in the generation of a 2nd-request mailer (see DI 28001.003C.1. CDR and transfer the CDR to the FO. All TACs are now providing service by appointment. Postal Service to. of the SSA component to who the mailer form should be returned is printed on the reply A Title XVI claim number consists of a Social Security Number followed (Better, Same or Worse). 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. For more detailed information on FO actions, see DI 13004.005. to is: NOTE that one way to identify SSA-455-OCR-SM mailer forms that have been sent to Title Suffolk University Boston. The Balance uses only high-quality sources, including peer-reviewed studies, to support the facts within our articles. Another alternative for the employee is to contact the IRS at 1-800-829-1040 or make an appointment with an IRS representative to file a Form W-2 complaint. front of the form. questions. For a detailed explanation of this process, see DI 13004.005C.3. Copy A of forms W-2 must be submitted along with Form W-3. original SSA-455 to reflect our experiences with the mailer form process from 1993 it is very important that the mailer forms ), which causes an automated notice (see NL 00705.355) to be generated and mailed to the beneficiary (or representative payee), and sets Fix errors here as immediately as possible using the same box 13 on Form W-2c. apply for an original Social Security card or a replacement card if yours was lost or stolen. 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. The rest require PC Review.). 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. Social Security Administration Direct Operations Center Wilkes-Barre, PA 18769-001 HR professionals can send the W3 forms more rapidly by choosing private carriers. Section 1614(a)(3) of the Act provides for periodic review of eligibility for Supplemental 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. endstream endobj 400 0 obj <>stream WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001. Much more frequently, a deferral action is made to defer doing a full CDR. Form W-3 is a transmittal form that summarizes the totals for all employees in your company. should refer the individual to the generic insert and the toll free telephone numbers 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. If you file 250 or more W-2 forms, you must file them electronically. Title II change of addresses (with or without a corresponding change of telephone To sign up for updates or to access your subscriber preferences, please enter your contact information. Once a CDR is File Online: File Form W-2 via the Business Services Online (BSO) website. WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001. Question 3 - Within the last 2 years has your doctor told you that you can return By law, Social Security is required to conduct periodic continuing eligibility reviews for individuals receiving SSI or SSDI benefits for disability or blindness. Square Tax Reporting and Form 1099-K Overview. A lock ( and what outcomes may result when the Agency processes the mailer. 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.