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The Filing Coordinator for Pension Plan ABC is now logged in to My PAA, and their My PAA Home Page is displayed. From here the user can invite an additional practitioner to this plan, create a draft filing, import draft filing data created with private sector software into My PAA for editing, or upload completed filings created with private sector software.

To continue with adding an additional Practitioner, click the button labeled "Invite Practitioner."

 

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Dave Anderson's Plans link graphic Add a Plan as Filing Coordinator

This area lists the plans that are in your account.  For each plan in your account you can:

  • Create filings using the My PAA data entry and editing screens (by clicking the "Create Filing" button);
  • Access an Account History (from the Plan Page), if you have been given this permission (by the plan's Filing Coordinator);
  • Import one or more filings created with private-sector software into the My PAA editing screens for editing, signature, and submission to PBGC. (Click here for more information.); and
  • Upload a filing (see the "Uploaded Software-Prepared Filings" section below).

In addition, if you are the Filing Coordinator for a plan, you can set up that plan's filing team (by clicking the "Invite a Practitioner" button).  If you are authorized to act as the Filing Coordinator for a plan not listed here, click the "Add a Plan as Filing Coordinator" link to add that plan to your account. 

Plan Name (EIN/PN)      
Pension Plan ABC (03-0400206 / 001 )
link graphic Instructions
Select this button to import one or more premium filings created with your software for any of the plans in your account listed above. Use My PAA screens to route, edit, sign, and submit.

Dave Anderson's Plans  Inbox (filings requiring your input)
This area lists two types of premium filings - those created using the data entry and editing screens in My PAA and those created with private-sector and imported into the My PAA editing screens.
Filing Routed to You Plan Name (EIN/PN)  

Uploaded Software-Prepared Filings  link graphic  Instructions
This area lists any premium filings that were fully prepared with your software and submitted to PBGC online via My PAA without using the My PAA screens.  Select the "Upload Fully Prepared Filing" button to upload another software-prepared filing into My PAA and submit to PBGC.  Note that a plan need not be in your account for you to upload its filing this way.  (Click here for more information.)
File Name Conf. ID Received Filing Status Payment Status  

Helpful Links  
   What's New    The ABCs of Premium Filing
   PBGC Customer Service Plan    Reminder About Reportable Events
   PBGC Contact Information    Reminder About Participant Notices
   Defined Terms for Premium Filings    Submit a Premium Filing Question
   

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