Understand EFAST2 for 550 return e-filing
EFAST2 roles and user types
- Filing Author: Completes and submits Form 5500/5500-SF/5500-EZ and schedules. Can't sign unless also registered as a Filing Signer. You don't need this role if you use a third-party application.
- Filing Signer: Electronically signs Form 5500/5500-SF/5500-EZ. This includes Plan Administrators, Sponsors, and authorized service providers. Can't perform other filing functions alone.
- Schedule Author: Completes schedules for Form 5500/5500-SF/5500-EZ. Must export schedules for Filing Author to import. Can't initiate, sign, or submit filings.