Triva isn't available right now.
Check out the support page for our phone number and hours
Screen ELF - Electronic Filing (5500)
General Information
The Department of Labor (DOL) requires electronic filing signer credentials (the User Identification Number (User ID) and the Personal Identification Number (PIN)) are kept confidential. There are 3 ways you can confidentially enter the signer credentials - in person, on the website, or as a practitioner. The following steps are for entering the signer credentials on the website.
Website Signer Designation
Email address to receive web signature email
Enter the email address of the person to receive the web signature email if different from the preparer email address.
Direct Signer Designation
Plan administrator: User ID
Once you enter the User ID and move the cursor to another field, the data in the field displays as asterisks to ensure that it is not shared with anyone other than the signer.
Plan administrator: Personal identification number (PIN)
Once you enter the PIN and move the cursor to another field, the data in the field displays as asterisks to ensure that it is not shared with anyone other than the signer.
Employer / Plan Sponsor: User ID
Once you enter the PIN and move the cursor to another field, the data in the field displays as asterisks to ensure that it is not shared with anyone other than the signer.
Employer / Plan Sponsor: Personal identification number (PIN)
Once you enter the PIN and move the cursor to another field, the data in the field displays as asterisks to ensure that it is not shared with anyone other than the signer.
Direct Filing Entity (DFE): User ID
Once you enter the User ID and move the cursor to another field, the data in the field displays as asterisks to ensure that it is not shared with anyone other than the signer.
Direct Filing Entity (DFE): Personal identification number (PIN)
Once you enter the PIN and move the cursor to another field, the data in the field displays as asterisks to ensure that it is not shared with anyone other than the signer.
E-Signature: User ID
Once you enter the EFAST User ID and move the cursor to another field, the data in the field displays as asterisks to ensure that it is not shared with anyone other than the signer.
E-Signature: Personal identification number
Once you enter the PIN and move the cursor to another field, the data in the field displays as asterisks to ensure that it is not shared with anyone other than the signer.
Individual signing for E-Signature
Enter the person who registered and obtained the User ID and Personal identification number (PIN) from EFAST2.
Service Provider Designation
The Department of Labor (DOL) has authorized that under specific rules, a plan service provider who manages the annual filing of Form 5500 / 5500-SF may sign on behalf of the plan administrator.
Service Provider
Enter the name of the person physically signing the Form 5500 copy that you submit with the electronic file in the
Individual signing for plan administrator
field on the Admin
Screen.Related Content
-
Enter signer credentials as the practitioner
Format:
Article,
2 min read
-
Enter signer credentials in person
Format:
Article,
2 min read
-
Enter signer credentials via website
Format:
Article,
3 min read
Related Content
-
Enter signer credentials as the practitioner
Format:
Article,
2 min read
-
Enter signer credentials in person
Format:
Article,
2 min read
-
Enter signer credentials via website
Format:
Article,
3 min read