A filing team is comprised of the following roles, each role has the associated capability.
| Role | Capabilities | Additional Capabilities |
|---|---|---|
| Filing Coordinator |
Add Plan
Manage Roles (Add, Update, Remove Users)
|
Submit Penalty RFR
Submit Other Requests
Check Status of Requests
View Correspondence
View Account History
|
|
Plan Administrator /
Plan Administrator Representative
|
View Filing
Cancel (Delete) In-Process Filing
Certify Filing
Reject Filing
Reject Payment
Submit Refund Request
Update Plan Name
Update Plan Admin info
|
|
| Actuary |
View Filing
Cancel (Delete) In-Process Filing Certify Filing
Reject Filing
|
|
| Filing Preparer |
Create and Edit Filing
Cancel (Delete) In-Process Filing |
|
| Payment Preparer |
Create and Submit Payment
|
|
| Upload Preparer |
Upload Filing
Create and Submit Payment (for a single upload)
|
For further step-by-step instructions please refer to PBGC's How to Add/Remove and Update Roles for Filing Member demo.