The Form 8955-SSA Detail screen records one entry opened from the Person's Form 8955-SSA History.

• Plan Number: choose the 3-digit Plan Number from the Form 5500 Schedule SSA this benefit payment information was reported on.
• Effective Date: type or choose the first day of the Plan Year shown on the Form 5500 Schedule SSA for this entry.
• Entry Code: select the Entry Code reported on the Schedule SSA from the drop down box. Choices are as follows:
• A - new: to add benefit payment information for a Person not previously reported.
• B - revision: to modify previously reported information for a Person.
• C - new plan: to change the plan number for benefit payment information previously reported under one plan number that will now be paid from a different plan.
• D - delete: to delete deferred vested benefits previously reported that a Person is no longer entitled to. This code is also used to report when previously reported deferred vested benefits have subsequently commenced payment.
• Reported Information: enter Social Security Number, and Name, as reported on the Schedule SSA.
• Payment Information: use this section to specify the benefit payment information reported as of the Effective Date. Enter the following:
  
  
  • Type: choose the form of payment reported from the drop down box, as follows:
  • A: single sum.
  • B: certain annuity.
  • C: life annuity.
  • D: certain and life annuity
  • E: life annuity with cash refund
  • F: modified cash refund life annuity
  • G: joint and last survivor life annuity
  • M: other
  • Frequency: choose the applicable frequency of the payment reported from the drop down box, as follows:
  • A: lump sum.
  • B: annually.
  • C: semi-annually.
  • D: quarterly
  • E: monthly
  • M: other
  • Amount: enter the amount of the periodic payment that the Person is entitled to receive reflecting the Type and Frequency indicated here.