Electronically file Schedules MB and SB
Schedules MB and SB aren't included in the electronic file due to signature requirements. To electronically file Schedules MB and SB with Form 5500, the schedule needs to be attached to the return as a PDF document.
Follow the steps below to attach the appropriate schedule.
- Complete data entry in the input screens in theActuaryfolder.
- Print the appropriate schedule and if required, have it signed by the actuary.
- Scan and attach the appropriate schedule to the electronic file as a PDF document.noteIn theAdd Electronic Filing Attachmentwindow, select the title that pertains to the completed portion of the schedule from theAttachment titledropdown. For example, selectSchedule MB and SB: Statement by Enrolled Agentif this section of the schedule is completed.
