Training Material Content: Demos & Knowledge Articles

Published 03/18/2021 07:39 AM   |    Updated 04/22/2021 08:00 AM
Action Associated Demo Associated Knowledge Article (Published Answer)
Sign-up for a new My PAA account How To Create an Account in My PAA (New Users) How to create an account
Log into a My PAA Account How To Log into My PAA (Existing/Migrated User) N/A
User Account Role Definitions N/A What can the different roles do?
Add Existing Plan / Create New Plan How to Create or Add Existing Plan to Your Account How to Add Plans
Filing Team Management How to Add/Remove and Update Roles for Filing Member How to Manage Roles
How to deactivate a user
How to update access to Plans
Viewing Plan Correspondence How to View Plan Correspondences View Plan Correspondence
Editing Plan Data How to View and Edit Plan Details How to View and Edit Plan Details 
View a Plan's Premium Account History How To View an Account History for a Plan How to access your plan's Account History 
Filing Submission Process How to Edit, Review, Certify, Approve and Submit a Filing Access the Premium Filing Instructions 
Premium Filing Practitioners: Invite a Practitioner How to Add/Remove and Update Roles for Filing Member How to Manage Roles
Premium Filing Practitioners: Remove a Practitioner How to remove a practitioner from a plan 
Filing Status Transitions N/A Filing Status Transition
Create a Filing How to Create a Comprehensive Filing for a Single-Employer Plan How to create a filing
How to Create a Comprehensive Filing for a Multiemployer Plan
Edit & Delete In-process Filings How to Edit/Delete a Filing How to Edit a Filing 
How to delete a filing
Other Features N/A What's New in My PAA 
To sign CPF as a PA How to Edit, Review, Certify, Approve and Submit a Filing N/A
To sign CPF as an Actuary N/A
Payment Options How To Submit a Payment to PBGC How to Submit a Payment
How to make a payment outside of My PAA? 
Premium Payment Reminders and Payments Fail N/A When must plans submit their Comprehensive Premium Filing with PBGC?
In-Process Filings How to Edit, Review, Certify, Approve and Submit a Filing How to delete a filing 
Filing Summary & Receipt (Image) How to View the Filing Summary and Receipt N/A
Import a Filing How to Import Filings into My PAA Interview Screens Importing Filings
Updates to Upload Process N/A Changes to the Upload Filing Process 
Uploading a Filing How to Upload & Certify Filings How to Upload an XML
Upload Certification Rules Upload Certification Rules
To select Payment Alternatives for a Single Filing How to make a payment with an Uploaded filing 
To receive CPF confirmation and Payment
Upload History From Home Page How to View Upload History N/A
Uploaded Filing from Filing Details Page N/A
Edit User Account Settings
Inactivate My Account How to Add/Remove and Update Roles for Filing Member How to deactivate a user
Username / Password Help How to Retrieve Username and/or Reset Password How to request your username or reset your account password 
Reenable My Account How To Re-enable My PAA Account How to Reenable Your Account
 
 

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