Chuck Liptz, DirectorChuck Liptz, DirectorEmployer Wage Reporting and Relations StaffEmployer Wage Reporting and Relations StaffSocial Security AdministrationSocial Security Administration

Social Security UpdateSocial Security Update

Electronic FilingSuccess Story

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2001 2002 2003 2004 2005

ElectronicOther Media

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

Over 158 Million Forms W-2 sent

Electronically(2005)MillionsMillions

The rest of the story …The rest of the story …

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2001 2002 2003 2004 2005

Paper W-2s - 2001 to 2005

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Paper Reports (Employers) 2001 - 2005

Registration ProcessRegistration 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)

Select Your Password

Choose Your Role(s)Choose Your Role(s)

Activate A RoleActivate A Role

E-File OptionsE-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

W-2 OnlineW-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!

W-2C OnlineW-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!

Magnetic Media EliminatedMagnetic Media Eliminated

TY 2004 – last year for tapes and TY 2004 – last year for tapes and cartridgescartridges

TY 2005 – last year for disksTY 2005 – last year for disks

What We’re Working On inWhat We’re Working On inWage ReportingWage Reporting

Additional models for Electronic Additional models for Electronic FilingFiling

Eliminate mailing paper MMREFEliminate mailing paper MMREF Changes to paper W-2 form – Changes to paper W-2 form –

moving the SSN fieldmoving the SSN field Software vendors code in MMREFSoftware vendors code in MMREF New record in MMREF for Puerto New record in MMREF for Puerto

Rico, other territories and states to Rico, other territories and states to useuse

stay tuned …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 purposesOnly tells you if name & Social Security

number match SSA’s records5 possible “No-Match Codes” returned.Provides an indicator if Social Security

number belongs to a deceased person

Two Methods for using SSNVSTwo 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

Request Online SSN VerificationRequest Online SSN Verification

Request Online SSN Verification

Request Online SSN Verification

VERIFICATION 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 OnWhat We’re Working OnSSNVSSSNVS

Return all namesReturn all names– Last 4 digit of SSN for match OnlineLast 4 digit of SSN for match Online– All Names & SSNs for filesAll Names & SSNs for files

Accept Excel Spread sheets if Accept Excel Spread sheets if properly formattedproperly formatted

Input your Employer Identification Input your Employer Identification Number (EIN)Number (EIN)

Elimination of disk and tapeElimination of disk and tape

Hodge Podge New Box 12 Codes - AA & BBNew Box 12 Codes - AA & BB● SSA must verify status of foreign SSA must verify status of foreign

workers with DHS before SSN issuedworkers with DHS before SSN issued● Immediate verification (2 weeks)Immediate verification (2 weeks)●Delayed verification (up to 120 days)Delayed verification (up to 120 days)

● Administrative Wage GarnishmentAdministrative Wage Garnishment

Keep Up To DateKeep Up To DateW-2 NewsSSA/IRS Reporterwww.ssa.gov/employer/pub.htm

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!!!