Administration field office. The medical diary reason (MDR) code at the time the case was selected for mailer form processing is used to reset The process is different for each situation. "General Instructions for Forms W-2 and W-3." (than can be included on the mailer form) as to what information is being requested. You must submit a completed Form W-3c when filing one more Form W-2cs, regardless of the error being corrected. The hard paper form has a fixed report period format (the last 2 years). You may find errors before and after you submit W-2s. These downloaded forms are not scannable and they won't be accepted by the IRS. If a Form 1096 is needed, you will need to order one online from the IRS. Page 15. Use Form 944-V when making any payment with Form 944. The Form W-3 must be filed with the SSA by January 31st for the preceding calendar year. Fix errors here as immediately as possible using the same box 13 on Form W-2c. Form SSA-1021 (04-2021) If. 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. scores of those who profile as potentially productive CDRs, or as a combined group The medical diary reason (MDR) at the time the case was selected for mailer form processing is used to determine Show. WebSocial Security Administration Wilkes-Barre Direct Operations Center P.O. You don't need the W-3 form if you are filing W-2s online. A lock ( Probability is determined on the basis of statistical 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. You can request a TCC by filling out Form 4419 and then mailing or faxing it to the IRS. private carrier such as FedEx or UPS). If neither mailer is returned and receipted within BY AUTOMATED REVIEW", or "T16 CDR INITIATED BY AUTOMATED REVIEW". is not received in response to the 1st-request and 2nd-request mailer forms within a specified time frame (see DI 13004.005C.3. All TACs are now providing service by appointment. Any person with a disability that was legally verified before the person reached 22 years of age. Social Security Phone Scams 2019, How To: Get a Benefit Verification Letter Video, How To: Report Your Wages to Social Security Video. Contact the Social Security Administration, 6401 Security Blvd. WebSocial Security Administration. Anyone required to file Form W-2 must file also file Form W-3. CDRs or, in the case of the age 18 review, a redetermination. Page 14. or late-forwarded forms can cause substantial delays in processing the form, result 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. representative payees in February and August of the FY. forms SSA-455-OCR-SM during the Agency's fiscal year (FY), which begins on October 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). (PCs) or field offices (FOs). The insert also includes two pages of instructions on how to complete the medical and/or vocational factors that result in a DDS CDR determination that disability SSI Eligible Letter from SSA in Wilkes Barre PA PO Box. The action to defer a CDR or refer a mailer case for a CDR is not a CDR and is not The Balance uses only high-quality sources, including peer-reviewed studies, to support the facts within our articles. and DI 40502.001J. 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. Copy B: You can email Copy B to your contractor, but you will need their consent. Make sure you are ordering the correct form for the tax year. "General Instructions for Forms W-2 and W-3." to work? As part of OCDRS decision logic processing, OCDRS: retrieves the data files prepared by the NCC on the basis of receipt of data files The cases with scores indicative of a low probability of medical improvement are often DI 28001.003G.1. Page 26. If there is no MDR value, a default value of 3 The SSA-455-OCR-SM reflects the most current design and processing policies; Question2: Have you attended any school or work training program(s) since (the beginning of the report period)? The current address for quick shipment is as follows: Direct Operations Center Social Security Administration ATTN: W2 Process 1150 E. Mountain Drive Wilkes A Title XVI claim number consists of a Social Security Number followed 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 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. WebSocial Security Administration Office of Public Inquiries and Communications Support 1100 West High Rise 6401 Security Blvd. For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. Citizenship and Immigration Services. mailer forms will be prepared following completion of this review. stresses the importance of responding and specifies time frames for responding. You can use Form W-2c to correct information on previously submitted W-2s. Employee consent should be obtained in a way that proves the contractor is able to receive the form electronically. INITIAL MAILER SENT or T16 INITIAL MAILER SENT or EVENT 002 - T2 SECOND MAILER SENT, In addition, T2/16 SECOND MAILER SENT or T16 SECOND MAILER SENT which can be viewed by querying WebContact your State Health Insurance Assistance Program (SHIP). Recommendation. What Is the Social Security Administration (SSA)? The Social Security Administration (SSA) is a U.S. government agency that administers social programs covering disability, retirement, and survivors' benefits. It was created in 1935 by President Franklin D. Roosevelt. 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? However, if you pay an amount with Form 944 that shouldve been deposited, you may be subject to a penalty. Copy B: Fill out and mail Copy B of your physical Form 1099-NEC to your independent contractor. 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. though PC-6 only, while Title II-only and Title II/concurrent hard paper forms are 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 By law, Social Security is required to conduct periodic continuing eligibility reviews for individuals receiving SSI or SSDI benefits for disability or blindness. 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. Well continue to update our status page with more information. are sent. Note that if the MDR was/is blank, the default Since FY 1996, SSA has not used the hard paper form for the large scheduled mailings. how long the new MRED/MR should be. The rest require PC Review.). is subsequently referred to the DDS for a full medical CDR. 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. Official websites use .gov This review is called a continuing disability review (CDR). Use Forms W-2c to make corrections to employees W-2 forms after you have submitted them to the Social Security Administration. slip, A complete list of CDT codes is in SM 06001.120B.11, http://policy.ssa.gov/poms.nsf/lnx/0428001003. You can call our National 800 Number at 1-800-772-1213 between 8:00 a.m. 7:00 p.m., Monday through Friday. or the servicing PC (all hard paper forms SSA-455) as soon as possible. a new medical reexamination diary date. For additional information, contact the IRS at (866) 860-4259 or visit IRS.gov. Social Security Administration can The Wilkes Barre, Pennsylvania SSA office is located at 7 N Wilkes Barre Blvd Stegmaier Bldg, St 102. are sent to the correct processing component as soon as possible. SOAR-trained caseworkers can assist beneficiaries by educating them about the purpose of this form and the importance of completing it thoroughly and returning it promptly. Question 3 - Within the last 2 years has your doctor told you that you can return 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. The responses to the questions on the mailer form, as well as information and evidence 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. Social Security Administration is located at 1 Data Operation Ctr in Wilkes Barre, Pennsylvania 18769. Check out the online FAQs for quick and convenient answers. The mailer form, a generic cover notice and instruction insert, and a reply envelope The insert also Social Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001 No payments should be submitted with the forms, this includes cash, form, including sections on each question that provide more in-depth explanations or fraudulent activity to the servicing PC for necessary action; processes MBR update inputs for Title II name corrections (but not name changes), 1 and ends on September 30 of the following calendar year. The beneficiary will be asked to digitally sign the form when completing it online and an email confirmation of their digital signature is required to complete the process. ]uIZLjEbdG75K/n;7. Postal Service to. Box 7004 Wilkes-Barre, PA 18767-7004 Date: June 27, 2002 W-2 and the carrier you choose (e.g., U.S. See Pub. Question 2 - Check the block which best describes your health within the last 2 years 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. or 777-77-7777DC). the QCDR screen in the DCF. The mailer form also asks for information about or Title XVI-only mailer, time-sensitive controls are established on the Disability [4y7n1MDP0j=g*E^ X2SYJsOJ=I!J]D]KRihmOS-f&nR#wa{:f$f? The FO or DDS forwards all scannable mailer forms SSA-455-OCR-SM (and any attachments) 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 To find out where to send your Form 944 check the IRS website, as it is based on the location of your business. 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". Services for people who have applied for benefits. if DIRCON is unsuccessful because the individual cannot be located or is located but Secure .gov websites use HTTPS This occurs in a small percentage of the mailer forms received for processing. "ChpEObbG]!>E5o(fV+. 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. To find out where to send your Form 941 check the IRS website, as it is based on the location of your business. Wilkes-Barre Direct Operations Center (WBDOC) for processing (see, The mailer form, a generic cover notice and instruction insert, and a reply envelope )SI{ 0BO|cEs}Oq""TV}c`u-hSwi8J", from the WBDOC; processes the data through a decision logic program, resulting in one of three actions File by Mail: File Forms W-2c with the Social Security Administration, Direct Operations Center, PO Box 333, Wilkes-Barre, PA, 18769-0001. 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. SOCIAL SECURITY ADMINISTRATION WILKES BARRE DIRECT OPERATIONS CENTER PO BOX 4550 WILKES BARRE PA 18767-4550 NOTE: One Some correction requirements are complex; see details on the General Instructions for Forms W-2 and W-3. Scannable mailer forms SSA-455-OCR-SM are sent to Title XVI-only recipients or their Share sensitive information only on official, secure websites. Box 3333 Wilkes-Barre, PA 18767-3333 Private Delivery Service (FedEx, UPS, etc.) 5800 EXECUTIVE CTR DR SUITE 300 CHARLOTTE, NC 28212. The WBDOC: attempts redelivery of forms returned by the United States Postal Service (USPS) as refers the CDR to the DDS, and that the correct CDT is entered by the DDS when input envelope provided with the mailer form. Title XVI-only hard paper SSA-455 mailer forms are sent to PC-1 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. insert includes telephone numbers for contacting SSA if the individual has additional to the WBDOC (form SSA-455-OCR-SM), or to the PC or FO (form SSA-455). The PC: processes hard paper forms initiated by and returned to the PC, including undeliverable GAO-23-105562. %%EOF Social Security Administration. The Social Security Administration assigns Social Security numbers, and administers the Social Security retirement, survivors, and disability insurance programs. Were experiencing issues that may affect your Square services. jurisdiction is described in GN 01050.055 and GN 01070.245. submitted with the form, may be of use to the DDS adjudicator in the event the case 594 0 obj <> endobj Small businesses (under $5 million or less in average annual gross receipts) have lower penalties for failure to file correct returns by the due date. It provides an immediate receipt for proof that you Box Wilkes-Barre, PA 12345-6789 Return only the completed application in the enclosed envelope. Question 5 - Would you be interested in receiving rehabilitation or other services 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. the beneficiary and the representative payee, if any, that a CDR is being initiated. soar@prainc.com. and confirmation file for each mailer form; identifies "actionable" mailer forms that need to be referred to the servicing PC Simply check "void" on Copy A of the original form, the one sent to the SSA. 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 WebFile 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. Scannable mailer forms SSA-455-OCR-SM are sent to Title II-only and concurrently entitled Review how to make federal payroll withholding tax filings. If you file 250 or more W-2 forms, you must file them electronically. Corrected W-2s should be filed and sent to your employee(s) at your earliest convenience following detection of the error. are sent to the correct processing component as soon as possible. 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. Thanks, we'll work on improving this article. BY AUTOMATED REVIEW", or "T16 CDR DEFERRED BY AUTOMATED REVIEW". It is equally important that the FO use the correct CDT code when the FO For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. Please enable JavaScript in your web browser; otherwise some parts of this site might not work properly. eligibility review for disabled beneficiaries at least every 3 years except where Copy A: You can e-file Copy A of Form 1099-NEC directly through the IRS Filing a Return Electronically (FIRE) system. The hard paper mailer form was the only CDR mailer form prior to fiscal year 1996. SSI/SSDI Outreach, Access, and Recovery (SOAR) is funded by the Substance Abuse and Mental Health Services Administration (SAMHSA) and is a national program designed to increase access to the disability income benefi t programs administered by the Social Security Administration (SSA) for eligible adults and children who are experiencing or at risk of homelessness and have a serious mental illness, medical impairment, and/or a co-occurring substance use disorder. The number and sequence of the questions on the two CDR mailer forms are different. WebThe Office of Disability Determinations (ODD) (S2T) provides operational standards, instructions, operational and procedural advice, technical support, and management SHIPs are federally funded to provide free, objective assistance to people with Medicare and their families. Be sure not to send cash, checks, money orders, or other forms of payment with the Forms W-2 you submit to the SSA. In some instances, other groups of beneficiaries may be sent mailers. Webbenefits. The address to send Title XVI-only scannable mailer forms SSA-455-OCR-SM This new federal legislature started the collecting of taxes in 1937. WebSocial Security Administration Direct Operations Center P.O. Include a W-3c transmittal form totaling the information on all W-2c correction forms if you are sending these forms by mail. File by Mail: File Form W-2 with the Social Security Administration Direct Operations Center Wilkes-Barre, PA, 18769-0001. 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 Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. You can also file Forms W-2c and W-3c the same ways. Baltimore, MD 21235 Please do not send and what outcomes may result when the Agency processes the mailer. SOCIAL SECURITY ADMINISTRATION WILKES BARRE DIRECT OPERATIONS CENTER PO BOX 4556 WILKES BARRE PA 18767-4556 NOTE that one Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. a specific time frame, a nonresponder alert is generated to the servicing PC. Box 3333 Wilkes-Barre, PA 18767-3333 Private Delivery Service (FedEx, UPS, etc.) mailer to a deferral action (see DI 28001.003H.11.) DO CDR/Full Medical CDR Referral Action - The appropriate DCF input is made, and the case is referred to the FO to notify by an Individual Beneficiary Identification code (ID) (e.g., 999-99-9999DI, or 888-88-8888BI, filed. a finding has been made that such disability is permanent. WebSocial Security Administration Direct Operations Center P.O. slip. then in use, and were then modified to fit a self-mailer form design. Social Security accepts laser printed Forms W-2/W-3 as well as the standard red drop-out ink forms. 0 WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001. CDR and transfer the CDR to the FO. 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 4+t?1zxn nmZn5&xUAX5N(;a,r}=YUUA?z r[ $ to the WBDOC for processing. or "T16 CDR INITIATED BY PC". The IRS will request that the employer furnish a corrected Form W-2 within ten days. 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. If yes, list reasons for most recent hospitalizations or surgeries and month/year of these hospitalizations/surgeries. Wait times to speak to a representative are typically shorter early A .gov website belongs to an official government organization in the United States. The address that could help you get back to work? IRS. Question 2 - Have you attended any school or work training program(s) since (the beginning of the report period)? 404.1589 recent education or training, and recent attempts to (return to) work. SSI 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). 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. 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. described simply as LOWs. or a DO CDR action (see DI 28001.003H.11.). Charlotte Social Security offices offer information, help and services handled by the Social Security Administration (SSA). The addresses for sending hard paper mailer forms SSA-455 to the PCs are: It is important that the completed mailer forms, and any information that may be submitted with the form, be sent only to either the WBDOC (all scannable mailer forms SSA-455-OCR-SM) It doesn't affect the employee's tax situation, but you must submit form W-2c to correct any mistakes here. Do You Have to Vote for the Party You're Registered With? Frequently Asked Questions on W-2 and W-2c. frame, a "2nd-request" mailer form is sent. Social Security Administration Keep the voided form for your records. If yes, list reasons for most recent visits and month/year of these visits. on the mailer form is not a basis for a cessation or suspension action under the PCs' To determine type of entitlement and the servicing PC, Omitting the decimal point and cents from entries, Making entries that are too small or too large, Adding dollar signs to money-amount boxes. Baltimore, MD 21235. 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 Title II change of addresses (with or without a corresponding change of telephone um (RM{Bt#O9_j+lm7&dZH}: g#Tq(i8f#q]dL(gA$4ZIElo{>RewM0Tq4A.)/\#G9nhk7?rkrxf! 4vv}&>A To avoid incorrect selection, IRS. Wrongly formatting the employee's name in box "e." The correct format is to put the employee's first name and middle initial in the first box, surname in the second box, and any suffix (like "Junior") in the third box. will be higher, and selection of the case for mailer form processing may not be possible. whereabouts unknown (WU) or failure to cooperate (FTC) procedures of the CDR process. 518-439-7415 x2 The input also causes General Instructions for Forms W-2 and W-3. it is very important that the mailer forms XVI cases to the servicing FOs for action; analyzes the mailer responses, including remarks and any attachments that are received Both the laser forms and the red drop-out ink forms must comply with Internal Revenue Service's Publication 1141 and require pre-approval from Social Security. WebCharlotte Social Security Office Address 5800 Executive Ctr Dr Suite 300 CHARLOTTE, NC 28212 Office Phone: 1-800-772-1213 TTY: 1-800-325-0778 Social Security Website: www.ssa.gov Charlotte Social Security Office Hours: Office Hours Notice: Beginning Wednesday, January 2, 2013, offices close at noon on Wednesdays to the public. the medical reexamination diary date. Question 5: Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? Review your paper Forms W-2, especially Copy A, to ensure that they print accurately prior to mailing them to Social Security's Wilkes-Barre Direct Operations Center. CDR and transfer the CDR to the FO. analyses (called profiling ) of on-line beneficiary data. Copy A of forms W-2 must be submitted along with Form W-3. HQK0+.y+B")RaO m!n[d]{1|9s}Z2t6BIe)U$}C`u! ), using the PC direct telephone contact (DIRCON) procedures in GN 01070.305 and GN 01070.315. It includes totals for all items on the W-2 form. Both versions are under review by private and Certified Social Security You must report the cost of health care coverage for your employer-sponsored group health plan. 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. Complete Form W-2c only for boxes d through i. The sequence and wording of questions on form SSA-455-OCR-SM were modified from the The DCF will show EVENT 013 "T2 CDR DEFERRED BY PC", "T2/T16 CDR DEFERRED BY PC", Go to www.ssa.gov and click Menu in the top right corner.In the menu on the left, click on the link that says Contact Us.On this page, click on the link that says "Find an Office."Type in your zip code. Select the appropriate mailing address depending on the type of 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. (Better, Same or Worse). This Since October 1995, the scannable mailer form SSA-455-OCR-SM is used most of the The Question 7 - Within the last 2 years have you gone to a doctor or clinic for your provided therein for calling SSA. Misrouted 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. 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.