# Presentation: 125095

## Social Security Update

**Chuck Liptz, Director**
**Employer Wage Reporting and Relations Staff**
**Social Security Administration**

***Social Security Update***

## Electronic FilingSuccess Story

**TY2004**** **
**(2005)**
**67%** of all W-2s

- Over **158 Million**
- Forms W-2 sent
- Electronically
- (**2005**)

**Millions**

**Notes:**
This isn’t new technology, it’s been tested by your colleagues1.
Note that over 138 million W2s for TY 2003 representing over 168 thousand filers and approximately 58% of the estimated W-2s.

## The rest of the story ...

## Slide 4

## Slide 5

**Notes:**
Changes to BSO

## Registration Process

- Provide registration information (you and employer)
- Choose your own password
- Receive your PIN (Personal Identification Number)
- Choose your roles
- Letter to user (may have Activation Code)
- Letter to employer (may have Activation Code)* Employer gives Activation Code to User
- User inputs Activation Code(s)

**Notes:**
Process the same 
– Activation Codes

## Slide 7

**Notes:**
Options when it comes to types of Employers
Third Parties

## Select Your Password

## Choose Your Role(s)

## Activate A Role

## E-File Options 

- Two Ways to e-file
- Upload MMREF for large or small filers(requires W-2 software)
- Fill-in up to 20 W-2 Online screen (*no W-2 software required!)*
- Both use March 31 e-file deadline

**Notes:**
Explain the different ways to file.  Note that you will cover this information in more depth when you show the demo.

## Slide 12

**Notes:**
Steps 1 – 2 – 3 – 4 

## Slide 13

## W-2 Online

- Ideal for small filers or special needs
*No forms or tax software required!!!*
- Blank W-2 displayed via Internet
- 	-- Fill in screens one at a time
- 		(up to 20)
- 	-- Name/SSN verification immediately
- W-3 totaled for your records
- Employee Copies (.pdf) too!

**Notes:**
Must be registered to use this service.
Numbers
FY05 – 87,000 reports
447,000 W-2s

FY06 118,000 reports
584,000 W-2s

No special software or special forms or paper needed

A blank W-2 is provided to be filed in.

Only up to 20 W-2s per W-3.

SSNs and Names are verified as they are keyed.

W-3 completed except for State data.

Save feature during session

Copies for employees provided.

## Slide 15

## W-2C Online

- Blank W-2C displayed via Internet
- Fill in screens one at a time(up to 5)
- Limited functionality this year
- Employee Copies (.pdf) too!

**Notes:**
First Year its available.

Limited functionality for first year.

Only 5 per employer.

## Magnetic Media Eliminated

** ****TY 2004 – last year for tapes and cartridges**
** ****TY 2005 – last year for disks**

## What We’re Working On inWage Reporting

**Additional models for Electronic Filing**
**Eliminate mailing paper MMREF**
**Changes to paper W-2 form – moving the SSN field**
**Software vendors code in MMREF**
**New record in MMREF for Puerto Rico, other territories and states to use**

- stay tuned ...

## What is SSNVS?(Social Security Number Verification Service)

**Allows employers to verify the name and SSN of a hired employee with Social Security (SSA) over the Internet**
_*Cannot*_ be used for tax filing purposes
**Only tells you if name & Social Security number match SSA’s records**
**5 possible “No-Match Codes”  returned.**
**Provides an indicator if Social Security number belongs to a deceased person**

**Notes:**
SSNVS is an online way to verify that an employee’s name and SSN match SSA’s record so that the wage data submitted at the end of the year will process smoothly.

This is not for tax purposes; only wage reporting purposes due to consent rules and regulations.  Done for a programmatic purpose.

No identity – We can only verify that the name and number match our records, not if the person providing that information really is who they say they are.

2 no match indicators for name and number mismatches and 3 possible mismatches for date of birth and or gender mismatched if that information is included in the verification request.

Indication of death on matched names and SSNs

## Two Methods for using SSNVS

- Direct keying onto SSA’s website
- Key up to 10 names/SSNs with immediate results
- Can key multiple screens
- Upload file
- Can upload up to 250,000 SSNs per file
- Next business day results

**Notes:**
2 methods:  Direct keying – immediate results - 10 per screen

                   File upload – next business day – up to 250,000

## Request Online SSN Verification

***Request Online SSN Verification***

## Request Online SSN Verification

**Request Online SSN Verification**

## Request Online SSN Verification

**Request Online SSN Verification**

## Possible Mismatch Codes

- 1 = SSN not in file (never issued to anyone)
- 2 = Name and DOB match, gender code does not match
- 3 = Name and gender code match; DOB does not match
- 4 = Name matches, DOB and gender code do not match
- 5 = Name does not match, DOB and gender code not checked
**DECEASED (PER SSA RECORDS)**
- If Social Security records indicate any of the names and SSNs submitted for verification belonged to deceased individuals, the page will display a table with the information pertaining to these requests.

**Possible Mismatch Codes**

## What We’re Working OnSSNVS

** ****Return all names**
**Last 4 digit of SSN for match Online**
**All Names & SSNs for files**
**Accept Excel Spread sheets if properly formatted**
**Input your Employer Identification Number (EIN)**
**Elimination of disk and tape**

## Hodge Podge

** ****New Box 12 Codes - AA & BB**
**SSA must verify status of foreign workers with DHS before SSN issued**
**Immediate verification (2 weeks)**
**Delayed verification (up to 120 days)**
**Administrative Wage Garnishment**

## Keep Up To Date

**W-2 News**
**SSA/IRS Reporter**
**www.ssa.gov/employer/pub.htm**

## Help!!!

- Employer website
-    www.socialsecurity.gov/employer
- Business Services Online
-    www.socialsecurity.gov/employer/bsowelcome.htm
- Employer Reporting Assistance
-    1-800-772-6270
- BSO Technical Assistance
-    1-800-772-2970
- Employer Services Liaison Officers

***Help!!!***

## Slide 29