How to Create a Filing

Published 07/28/2020 08:54 AM   |    Updated 05/24/2021 08:01 AM
Please note that you will need the Filing Preparer role for the plan you wish to create a filing for.
 
You will be able to create a brand new filing from the Plan List page (accessible via Account Menu dropdown or the icon/link from the Home page) or from the Plan Details Page (accessible via the Plan List Page). You will also be able to review/edit any in-process filing from the "In-Process" icon/link from the home page or from the link on the Plan Details Page.
 
For further step-by-step instructions (via screenshots) please refer to the following PBGC demos:

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