Once logged into your My PAA account, you will be able to import XML filings, created by software vendors, to the My PAA data entry screens where you will finish the filing process (e.g., certify, approve, and select payment method). Follow the steps below to import the filing:
- Log into My PAA Account
- Select the "Upload Filings" icon/link
- Click on "Select XML File" button and select the appropriate file
- Click "Start Upload" and the filing will go through the following validations
- Schema (to ensure the correct schema has been provided in the XML selected)
- Access (to ensure you are associated with the Plan and you have the Upload Preparer role for that plan)
- In-Process (to inform you whether the selected XML will override another filing already in process for that same EIN/PN and PYC combination
- Business Rules (provide you all filing errors and/or warnings, if any, associated with the selected XML)
- Click on "Import XML to My PAA Data Entry Screens"
- A pop-up will appear confirm you want to finish the filing process through the My PAA data entry screens, click on "Proceed." Note: you will not be able to certify or select the preferred payment method through the upload process once you click "Proceed."
- You will be redirected to the Filing Details Page where you will be able to complete all filing updates and certifications given you are assigned the appropriate roles to do so.
- Click on "Select XML File" button and select the appropriate file
- Click "Start Upload" and the filing will go through the following validations
- Schema (to ensure the correct schema has been provided in the XML selected)
- Access (to ensure you are associated with the Plan and you have the Upload Preparer role for that plan)
- In-Process (to inform you whether the selected XML will override another filing already in process for that same EIN/PN and PYC combination
- Business Rules (provide you all filing errors and/or warnings, if any, associated with the selected XML)
- Click on "Import XML to My PAA Data Entry Screens"
- A pop-up will appear confirm you want to finish the filing process through the My PAA data entry screens, click on "Proceed." Note: you will not be able to certify or select the preferred payment method through the upload process once you click "Proceed."
- You will be redirected to the Filing Details Page where you will be able to complete all filing updates and certifications given you are assigned the appropriate roles to do so.
For further step-by-step instructions please refer to PBGC's How to Import Filings into My PAA Interview Screens and How to Edit, Review, Certify, Approve and Submit a Filing demos.
Filings" icon/link