How to Add Pre-Existing Plans to My PAA Account

Published 07/13/2020 02:24 PM   |    Updated 05/24/2021 07:41 AM
For further step-by-step instructions (via screenshots) please refer to PBGC's How to Create or Add Existing Plan to Account demo.
To add a pre-existing plan to your account, please follow the following steps:
  • Is this an EXISTING plan? As in, a premium filing has already been submitted for this plan at some point in the past.
  1. After logging in, select the Create New Plan / Add Existing Plan icon
  2. Select the New Plan/Add Existing Plan Information link
  3. Enter the Plan Information:
    • Employer Identification Number (EIN)
    • Plan Number (PN)
  4. Select Next
  5. Confirm the EIN/PN displayed on the Summary page is the correct EIN/PN of the existing plan
  6. If so, select Next. If not, select Back to correct the EIN/PN
    • If the current plan status is ACTIVE, three options will be presented:
      • If you know the Filing Coordinator, for you to contact them directly (outside of My PAA) and they can manually add you to the plan.
      • You can elect to have My PAA send an email to the Filing Coordinator with a request to add you to the plan via their My PAA access. The FC will see your contact information, but you will not see the FC's email address.
      • Request assistance from a Premiums Customer Service Agent. An incident will be opened and the request will be fulfilled usually the same day, but within 24 hours.
      • Select an Option from these three and select Submit
    • If the current plan status is INACTIVE (meaning already Terminated, Deemed Not Covered, or Merged/Consolidated to another entity), then:
      • You will receive a confirmation page which states the EIN/PN combination exists in PBGC records, but a Filing Coordinator does not currently exist in My PAA, as the PBGC only converted ACTIVE plans to the new My PAA.
      • Click Next, then answer the Captcha.
      • An incident will be automatically created for a Premiums Customer Service Agent. The request will be fulfilled usually the same day, but within 24 hours.
      • Once fulfilled, the Plan will be listed in your My PAA Plan List.
        • Note: Prior filing receipts will not be listed in on the Premium Filings chart of the Plan Details page for inactive plans, rather you can access copies of those older filings from the View Correspondence link from the Plan Details page.
      • You can communicate back to PBGC directly within that same incident thread, by clicking on "Account Activity History", if additional information is needed or you are asking for a status updated.
Print

Is this answer helpful?