If your plan year ends on December 31st, your Form 8955-SSA is due by July 31st of the following year or on the last day of the 7th month after the end of the plan year. If necessary, we’ll file an extension until October 15th to complete the filing.
We’ll file your Form 8955-SSA for the plan year in which your plan started with Guideline. If you had another plan provider before Guideline, check with them to make sure all prior year 8955s were submitted on time.
If you do not have any participants to report for a plan year, we will not file a Form 8955-SSA unless we are reporting participants who should have been reported in a previous year.