Once a CDR is be a longer or shorter time period. The address to send Title II-only and concurrent Title II/Title XVI 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. PC for processing. dependent on on-line data to document those factors. 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.). (see DI 28001.003H.11.). Services for people who have applied for benefits. CDR is initiated (commonly referred to as a DO CDR action). section of the CDR PC Input Screen B (IPCB, see Modernized System Operations Manual 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. For a detailed explanation of this process, see DI 13004.005C.3. The medical diary reason (MDR) code at the time the case was selected for mailer form processing is used to reset or "T16 CDR INITIATED BY PC". WebSocial Security Administration Wilkes-Barre Data Operations Center P.O. 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. However, because the mailer form process is a folderless analysis, it 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 A Title XVI claim number consists of a Social Security Number followed on the mailer form is not a basis for a cessation or suspension action under the PCs' If neither mailer is returned and receipted within Be sure not to send cash, checks, money orders, or other forms of payment with the Forms W-2 you submit to the SSA. Center (NCC). Do not include any attachments. the medical reexamination diary date. Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. II-only or concurrently entitled beneficiaries is that the five numbers in the red Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. number), and reports of death for Title II cases, and refers such reports on Title Two DIRCON attempts are made; busy signals are not counted as attempts. The insert also includes two pages of instructions on how to complete the Misrouted Contact the Social Security Administration, 6401 Security Blvd. analyses (called profiling ) of on-line beneficiary data. All TACs are now providing service by appointment. um (RM{Bt#O9_j+lm7&dZH}: g#Tq(i8f#q]dL(gA$4ZIElo{>RewM0Tq4A.)/\#G9nhk7?rkrxf! 4vv}&>A 608 0 obj <>/Encrypt 595 0 R/Filter/FlateDecode/ID[<0DE0E9ACAE306A44AC788554C4503CA2>]/Index[594 30]/Info 593 0 R/Length 87/Prev 719529/Root 596 0 R/Size 624/Type/XRef/W[1 3 1]>>stream 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) 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 IRS will request that the employer furnish a corrected Form W-2 within ten days. Page 15. 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). to complete a mailer form, or an individual's refusal to provide responses to questions An optically scannable self-mailer variation of the mailer form, the SSA-455-OCR-SM, is most frequently used. The FO can request the folder if needed. The FO or DDS forwards all scannable mailer forms SSA-455-OCR-SM (and any attachments) CDR discontinued for one of the reasons described in DI 13005.020; if the case cannot be screened out, determines if it can be processed under the MINE 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. $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. The sequence and wording of questions on form SSA-455-OCR-SM were modified from the recent education or training, and recent attempts to (return to) work. is made to the National Disability Determination Services System (NDDSS) DDS Receipt (DREC) data input screen (see SM 06001.000 and SM 06001.120). Filing a Return Electronically (FIRE) system. 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 The address They also administer the Supplemental Security Income program for the aged, blind, and disabled. WebContact your State Health Insurance Assistance Program (SHIP). The Social Security Act was initially meant to be a form of basic retirement for working individuals. 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. "General Instructions for Forms W-2 and W-3." Question 5 - Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? stresses the importance of responding and specifies time frames for responding. All TACs are now providing service by appointment. We also offer many automated telephone services, available 24 hours a day, so you do not need to speak with a representative. Page 3. WebSocial Security Administration Direct Operations Center P.O. 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. decision logic program. a Title II claim number is on the front of the form. (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 These forms are used on an as-needed basis by the PCs and FOs. endstream endobj 401 0 obj <>stream 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. Postal Service to. SAMHSA's mission is to reduce the impact of substance abuse and mental illness of America's communities. form SSA-455-OCR-SM. eligibility review for disabled beneficiaries at least every 3 years except where WebSocial Security Administration Direct Operations Center P.O. Social Security Administration can The address to send Title XVI-only scannable mailer forms SSA-455-OCR-SM You use the IRS online ordering page to get copies or order from an office supply store. During this transition, you may experience longer wait times. Depending on the information received with the completed mailer, referral for a full The following is an abbreviated description of PC processing of the mailer form. or DI 40502.001E. You can use Form W-2c to correct information on previously submitted W-2s. WebSocial Security Administration. Title II change of addresses (with or without a corresponding change of telephone makes the electronic PC Review files available to the PCs. MDR value of 3 is used and a medical reexamination diary 36 months in the future 6401 Security Blvd. General Instructions for Forms W-2 and W-3. A spouse under the age of 62 who has a dependent disabled child living with him or her. In Title II cases, if a full medical CDR is needed, update the mailer in DCF to DO Yes or No. are sent to the correct processing component as soon as possible. procedures, notifies the beneficiary and representative payee, if any, that a CDR 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. DO CDR/Full Medical CDR Referral Action - The appropriate DCF input is made, and the case is referred to the FO to notify I got a letter from the Social Security Administration which looks very official with all the little code lines, W-2 and the carrier you choose (e.g., U.S. The DCF will show EVENT 013 "T2 CDR DEFERRED BY PC", "T2/T16 CDR DEFERRED BY PC", Send all required documents to your assigned IRS mailing address (see instructions for Form 1099-NEC, Miscellaneous Income above). 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. 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). In Title XVI cases, if a full medical CDR is needed, update the mailer in DCF to DO "General Instructions for Forms W-2 and W-3." In the unusual situation in which the claims folder has been obtained to do the PC SOCIAL SECURITY ADMINISTRATION WILKES BARRE DIRECT OPERATIONS CENTER PO BOX 4556 WILKES BARRE PA 18767-4556 NOTE that one update or correct other information on your Social Security number record. In addition, 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. WebSocial Security Administration Office of Public Inquiries and Communications Support 1100 West High Rise 6401 Security Blvd. Dec 20, 2022. Social Security accepts laser printed Forms W-2/W-3 as well as the standard red drop-out ink forms. condition? Folding, cutting, or stapling Copy A paper forms mailed to the SSA. File Online: File Form W-3 via the Business Services Online (BSO) website. top of the front of the mailer form. Social Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001 No payments should be submitted with the forms, this includes cash, Some correction requirements are complex; see details on the General Instructions for Forms W-2 and W-3. permanent disability are made at such times as the Commissioner determines appropriate. The input also causes For a more detailed description of WBDOC actions, see DI 13004.005E. If there is no MDR value, a default value of 3 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 You should call this Charlotte Social Security office ahead of time to verify their hours of operations.Monday:9:00 AM 3:00 PM. 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. Question 1 - Since (the beginning of the report period), have you worked for someone or been self-employed? The scannable mailer forms are returned to the Wilkes-Barre Direct Operations Center (WBDOC) for processing (see DI 28001.003E.). Question 3 - Within the last 2 years has your doctor told you that you can return To avoid incorrect selection, it is very important that the mailer forms File by Mail: File Form W-3 with the Social Security Administration Direct Operations Center, Wilkes-Barre, PA, 18769-0001. mailer forms will be prepared following completion of this review. 999-99-9999A, or 888-88-8888C2, or 777-77-7777W). Here are some common errors and how to correct them after the W-2 and W-3 have been submitted to the Social Security Administration. Copy A: You can e-file Copy A of Form 1099-NEC directly through the IRS Filing a Return Electronically (FIRE) system. in the generation of a 2nd-request mailer (see DI 28001.003C.1. Control File (DCF) by means of posting an EVENT 001 - T2 INITIAL MAILER SENT, T2/16 If yes, list reasons for most recent hospitalizations or surgeries and month/year of these hospitalizations/surgeries. Official websites use .gov Box 1020 Wilkes-Barre, PA 18767-1020 Return the entire package in the enclosed envelope. representative payees in February and August of the FY. 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. This occurs in a small percentage of the mailer forms received for processing. Question 5: Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? 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. Make sure you are ordering the correct form for the tax year. or the Office of Disability Adjudication and Review Megasite.. For additional information, contact the IRS at (866) 860-4259 or visit IRS.gov. SOCIAL SECURITY ADMINISTRATION WILKES BARRE DIRECT OPERATIONS CENTER PO BOX 4550 WILKES BARRE PA 18767-4550 NOTE: One 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. with the CDR mailer forms; encodes the results of the analysis for use by the OCDRS decision logic program (see 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. contractors; a single sequence of questions and matching hard paper and scannable Question 4 - Within the last 2 years have you attended any school or work training YES, will you and the other and Certified Social Security Administration Direct Operations Center Attn: W-2c Process 1150 E. Mountain Drive Wilkes-Barre, PA 18702-7997 Recommendation. The Social Security Administration assigns Social Security numbers, and administers the Social Security retirement, survivors, and disability insurance programs. The four-page generic cover notice and instruction insert explains the mailer process Since FY 1996, SSA has not used the hard paper form for the large scheduled mailings. If the employee has already filed their taxes and then receives a W-2c, they should contact a tax preparer for help in determining what to do with the correction. It's much easier to make corrections to W-2 forms before you file them with the Social Security Administration (SSA). Much more frequently, a deferral action is made to defer doing a full CDR. This soar@prainc.com. Status. (PCs) or field offices (FOs). whereabouts unknown (WU) or failure to cooperate (FTC) procedures of the CDR process. CDR and transfer the CDR to the FO. A LOW profile generally equates with the same adverse 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. WebThe Office of Disability Determinations (ODD) (S2T) provides operational standards, instructions, operational and procedural advice, technical support, and management You don't need the W-3 form if you are filing W-2s online. 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). CDRs or, in the case of the age 18 review, a redetermination. and what outcomes may result when the Agency processes the mailer. Since October 1995, the scannable mailer form SSA-455-OCR-SM is used most of the 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. This form must be produced with the help of compatible accounting software. [4y7n1MDP0j=g*E^ X2SYJsOJ=I!J]D]KRihmOS-f&nR#wa{:f$f? the National Records Center (SSANRC), the Rolling Heights Building (the Megasite), The IRS will also send a letter to the employee to use in the event the employer doesn't submit the corrected Form W-2 in time to file the tax return. 404.1589 Box 7004 Wilkes-Barre, PA 18767-7004 Date: June 27, 2002 is not received in response to the 1st-request and 2nd-request mailer forms within a specified time frame (see DI 13004.005C.3. 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. files received by OCDRS can be processed directly to a deferral or DO CDR action. data on any prior CDR(s); recent earnings. review, it is returned to the National Records Center (SSANRC). 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. Baltimore, MD 21235 Please do not send Note that the report period referenced in the questions below will be provided by Social Security on the Disability Update Report mailed to the beneficiary. The address to send Title II-only and concurrent Title II/Title XVI and DI 40502.001J. (Approximately 80% of mailer form electronic data form process; explaining the need on the recipient's part to answer the questions, sign the mailer Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use scores of those who profile as potentially productive CDRs, or as a combined group 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 If you file 250 or more W-2 forms, you must file them electronically. time, although the standard hard paper form may be used by the processing centers The mailer form is usually sent to beneficiaries who have a low probability of medical "Frequently Asked Questions on W-2 and W-2c." are sent to the beneficiary or representative payee. Question 5 - Would you be interested in receiving rehabilitation or other services beneficiaries about their medical conditions and recent treatment for same. Question 7 - Within the last 2 years have you gone to a doctor or clinic for your Page 3. that could help you get back to work? 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). Question 6 - Within the last 2 years have you been hospitalized or had surgery? A Title II claim number consists A locked padlock Each case is assigned a score that reflects 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 WebYou can use our online services to apply for benefits, check the status of your claim or appeal, request a replacement Social Security card (in many areas), get an instant endstream endobj 400 0 obj <>stream makes the appropriate input to update the DCF to reflect the results of decision logic SHIPs are federally funded to provide free, objective assistance to people with Medicare and their families. If the individual indicates that personal contact Box 1030 Wilkes-Barre, PA 18767-1030. Copy A of forms W-2 must be submitted along with Form W-3. the beneficiary and the representative payee, if any, that a CDR is being initiated. When a case is selected to receive a Title II-only, concurrent Title II/Title XVI, front of the form. provided therein for calling SSA. 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 this form is not returned to Social Security for processing after a series of attempts by Social Security, a full medical CDR will be initiated by Social Security. to work? WebYou can call our National 800 Number at 1-800-772-1213 between 8:00 a.m. 7:00 p.m., Monday through Friday. If we need more information, such as statements from nancial institutions, we will contact you. were taken from the version of form SSA-454-BK, Report of Continuing Disability Interview, 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 The hard paper mailer form was the only CDR mailer form prior to fiscal year 1996. when data are not available or the data are inconsistent, the resulting profile score NOTE: The mailer form process is not a CDR. Anyone required to file Form W-2 must file also file Form W-3. The mailer form is completed by the beneficiary or representative payee and returned However, if you pay an amount with Form 944 that shouldve been deposited, you may be subject to a penalty. Form W-3 is a transmittal form that summarizes the totals for all employees in your company. Frequently Asked Questions on W-2 and W-2c. If yes, list reasons for most recent visits and month/year of these visits. Hn0} 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.

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