The form 1096 is the Informational return transmittal and is Red. It is a machine readable form. If you decide to go that route, you will need to complete a 1099R for each participant. You will need to send the Red A copy from each 1099R you complete with the Red 1096 transmittal and mail to the IRS by 2/28. These also need to typed so they are machine readable. Since you are the issuer of the 1099Rs, Yes you would use your name and SSN.
