Once logged in, you can access your Plan List, which will display all plans you are actively associated with. You can access the Plan List from your account menu by clicking on your username in the upper right-hand corner, then selecting "Plan List." You can also select on the "Plan List" icon/link from the Home Page.
The following information will be displayed for your associated plans in the Plan List:
- Plan ID
- EIN
- PN
- Plan Name
From the Plan List you will be able to create a new filing or access the Plan Details Page. It is important to note that you must have the Filing Preparer role (for the related plan) to use the Create Filing button feature from this page.
If you select the "View Plan Details" button, you will be redirected to the Plan Details Page where you will be able view the following information for the selected Plan:
- Plan ID
- Plan Name
- EIN
- PN
- Plan Status
- Plan Effective Date
- Coverage Date
- Adoption Date
- Plan Sponsor
Depending on your associated role for the selected plan, you will be able to perform the following actions:
- View the Plan Admin and Plan Contact Details
- Edit the Plan Admin and Plan Contact details
- Submit a Service Request
- Check the Status of Service Requests
- View Correspondence
- View Account History
- View your Filing Team Members, their roles, and their contact information
- Manage Roles
- View all filings for the Plan, whether Draft or Submitted, with the following information displayed for each
- Filing ID
- PYC Date
- Submit Date (if submitted)
- Filing Status
- Drill down to more specific Filing data via the Filing Details button
- View the CPF Image for each Submitted Filing
For further step-by-step instructions please refer to PBGC's How to Add/Remove and Update Roles for Filing Member demo.
For further details on the capabilities of each My PAA role please refer to the Roles Published Answer.