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DATAIR's EFAST2 Choices

DATAIR's EFAST2 Choices. Quick Overview. Filing Modes DATAIR supports the following methods for signing and transmitting 5500 series returns. You may choose any method on a filing-by-filing basis. e-Signature web-integrated – TPA transmits web-integrated – Signer transmits

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DATAIR's EFAST2 Choices

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  1. DATAIR's EFAST2 Choices Quick Overview

  2. Filing Modes DATAIR supports the following methods for signing and transmitting 5500 series returns. You may choose any method on a filing-by-filing basis. • e-Signature • web-integrated – TPA transmits • web-integrated – Signer transmits • locally signed and transmitted • IFILE NOTE: To replay a page, press your PgUP key.

  3. Step 1 TPA completes 5500 forms, schedules, and SAR in Pension Reporter and links to required attachments. 1. e-Signature – TPA signs and transmits Step 2 TPA mails copy of filing to Sponsor with Authorization form. Step 3 Sponsor signs forms in ink and sends them back to TPA. Step 4 TPA links in scanned signature pages and transmits filing to DOL.

  4. MY5500.com 2. Web Integrated – TPA Transmits Step 1 TPA completes 5500 forms, schedules, and SAR in Pension Reporter and links to required attachments. Pension Reporter sends an email to the Sponsor… …and publishes the filing to MY5500.com. Step 2 Sponsor clicks email link to review and electronically sign filing on MY5500.com. Step 3 Signature comes back to Pension Reporter so TPA can transmit filing to DOL.

  5. MY5500.com 3. Web Integrated – Signer transmits Step 1 TPA completes 5500 series forms and SAR in Pension Reporter and links to required attachments. Pension Reporter sends an email to the Sponsor… …and publishes the filing to MY5500.com. Step 2 Sponsor clicks email link to review and electronically sign filing on MY5500.com and then clicks to submit filing to DOL.

  6. 4. Locally Signed and Transmitted Step 1 TPA completes 5500 series forms and SAR in Pension Reporter and links to required attachments. Step 2 TPA meets with Sponsor. Sponsor reviews and electronically signs the filing on TPA’s computer, and then TPA submits filing to DOL from Pension Reporter. Step 3

  7. MY5500.com 5. IFILE Export/Import TPA completes 5500 series forms and SAR in Pension Reporter and links to required attachments. Step 1 TPA saves filing in XML format. Step 2 TPA imports XML file into DOL’s IFILE site. Step 3 Sponsor clicks email link from DOL to review and electronically sign filing on IFILE site. Step 4 TPA submits signed filing on IFILE site.

  8. Pension Reporter System See our Pension Reporter Demo presentation. For further information, please contact us at sales@datair.com or 888-DATAIR-4

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