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The Submitter Record tab lists information about the Submitter/Employer.

1. Edit the company name, and address information as necessary. The company entered on this tab will receive the next MMREF-1 publication; this company may not be the one for which you are creating the file.
2. Mark the Foreign Address Indicator check box if the address is a foreign address; otherwise, clear the check box.
3. Edit the User ID (supplied by the federal government) of the employee authorized to submit this file.
4. Mark the Resub Flag check box if you are resubmitting the media; otherwise, clear the check box. If this box is marked, the Resub WFID field becomes available.
5. If the Magnetic Media is being resubmitted, enter the Resub WFID number from the notice sent to you from the SSA (Social Security Administration).
6. In the Software Code field choose either "IN-House Program" or "Off - the Shelf" software. TRAVERSE is considered an "Off - the Shelf" software, thus you should choose it if you are submitting the magnetic media using TRAVERSE.

The Submitter Record(2) tab lists information on the organization submitting the W-2 Magnetic Media. (If your company uses a third party to submit your W-2’s, the name of the third party must be entered here.)

1. Edit the company name, and address information as necessary. The company entered on this tab will receive any notification of data that cannot be processed by the SSA.
2. Mark the Foreign Address Indicator check box if the address is a foreign address; otherwise, clear the check box.
3. Enter the name of the person to be contacted by the SSA concerning processing problems in the Contact Name field.
4. Enter the contact person’s Telephone Number and Extension. For the U.S. and U.S. territories, enter the submitter’s Fax number with area code as well.
5. If applicable, enter the contact person's E-Mail address.
6. Select a Preparer Code from the drop-down list to indicate who is preparing the W-2 Report file.

The Employer Record tab is used to list information about the Employer for which employee wage and tax information is being filed.

1. Select an Agent Indicator Code from the drop-down list: 2678 Agent, Common Paymaster, 3504 Agent, None.
2. Enter the EIN of the Employer, for which you are an agent. The Agent EIN field is enabled when you select "2678 Agent", "Common Paymaster", or "3504 Agent" in the Agent Indicator Code field.
3. Enter the Employer Name and address information as necessary.
4. Mark the Third-Party Sick Pay check box if the employer provided sick pay for another entity; otherwise, clear the check box. When the check box is selected, the Third-Party Tax Withheld field becomes available.
5. If applicable, enter the amount of the Third-Party Tax Withheld from sick pay payments.
6. Mark the Terminating Business check box if you terminated your business during the filing tax year.
7. Mark the Foreign Address Indicator check box if the address is a foreign address; otherwise, clear the check box.
8. Enter the name of the person to be contacted concerning processing problems in the Employer Contact Name field.
9. Enter the Employer Contact person’s Telephone Number and Extension. For the U.S. and U.S. territories, enter the employer’s Fax number with area code as well.
10. If applicable, enter the Employer Contact person's E-Mail address.
11. Select the appropriate Employment Code: Agriculture, Form 944 Filers, Household, Military, Medicare Qualified Government Employment, Railroad, or Regular (All Others).
12. If applicable, select the appropriate Jurisdiction Code: Virgin Islands, Guam, American Samoa, Northern Mariana, or Puerto Rico.
13. If the W-2 Report file will contain multiple Code RE records with the same EIN, use the Establishment field to designate various store or factory locations, or types of payroll. Enter any combination of blanks, numbers or letters. Certain military employers must use this field.
14. If the employer used an EIN different than the one entered earlier to submit a Form 941 or a Form 943 to the IRS for this year, or to submit W-2 data to the SSA for this year, enter that EIN in the Other EIN field. Otherwise, leave this field blank.