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Online Premium Filing With My PAA

What's New in My PAA (July 2017)
  • The following improvements were made to the Plan Page which you will see if the plan has been added to your My PAA account (which is highly recommended): 
    - There are three new Quick Link buttons on the top of the page that will take you directly to the information described – to the Premium Filings section of the page, to the Plan Practitioners section of the page, and to the new Plan Correspondence page.
    -  The Plan Correspondence page displays the premium correspondence that was/will be mailed to the plan administrator who was identified on the related premium filing.  The plan’s e-filing team can select the link in the UID column to view the correspondence.
    -  A confirmation email will be sent to the plan’s e-filing team members when an uploaded filing is submitted to PBGC, similar to the email that is sent for screen-prepared and imported filings that are submitted. 
  • There are additional validations to help improve filing accuracy, e.g., if the Plan Type selected is inconsistent with the selection on the previous filing.
  • The text on the Filing Manager page was updated to encourage filers to review the filing data and any warnings before a filing is submitted to help improve filing accuracy. 
  • While you are in My PAA, the check voucher selected for an uploaded filing will be pre-populated with filing data similar to a check voucher selected for a screen-prepared or imported filings (e.g., the EIN/PN).


Ongoing Reminders:

  • Premium e-filings can be submitted for plan years up to 2017.  See the top of the My PAA Login Page for any occasional outage information and helpful reminders. 
  • Update your "bookmarks" to use "https" rather than "http" to improve security when accessing My PAA Pages (e.g., the Login Page).
  • Use the most current payment addresses that are on our website for all premium filings, including filings for prior plan years.
  • If you want to pay online via My PAA or Pay.gov, be sure that your account will allow PBGC to pull the payment.  If your account has an "ACH Debit Block", you must give the following PBGC Company ID(s) to your financial institution before you submit your payment:  1601000606 to pay via My PAA or 1601000603 to pay via Pay.gov.
  • If you forget to print the check voucher while you are in My PAA, you may print a blank check voucher from our website and complete the requested data to help ensure that the check is posted promptly and accurately to the plan’s Account History (e.g., EIN/PN).
  • Keep your My PAA account current.  Use the password rules when you set up or change your password; update your account when there is a change to your name, email address, telephone number; and deactivate your account if it is no longer needed. Also, once per year, the system will prompt you to review your account information and make any needed updates when you login.
  • Regularly review each plan's online premium account history (on the Plan Page) to see if there are any premium underpayments or overpayments to address.  
  • Be aware that premium data may be prepopulated on the My PAA screens for your review (e.g., if there appear to be any available overpayments to use as premium credits) and warnings may be displayed if data appears to be incorrect or inconsistent (e.g., if the plan’s effective date is different from the previously reported date). 
  • To help use My PAA effectively, review the online Demos and use the most current version of the most compatible browsers
  • To sign up to receive "What's New" alerts, visit the What's New for Practitioners page.
  • To sign up to receive monthly Filing Reminders, visit the Practitioner Filing Reminders page.

If you have any premium-related questions, please contact our premium representatives at premiums@pbgc.gov or 1-800-736-2444 and select “2” for premiums.

What is Online Premium Filing (My PAA)?
  • My Plan Administration Account (My PAA) is a secure web-based application that enables pension plan professionals to electronically submit premium filings and payments to PBGC in accordance with PBGC regulations. PBGC's mandatory e-filing requirements apply to all types of filings, including both original and amended filings. Using My PAA to electrnically submit your premium filings:

  • Streamlines the premium filing process for users.
  • Helps users prepare, and PBGC process, premium filings faster and more accurately.
  • Provides immediate confirmation of date and time that PBGC received your filing.
  • Helps PBGC provide more accurate and timely invoices.
  • Speeds up refund processing.
  • Offers filing options that enable filers to view premium data submitted.
  • Enables on-line access to plan premium filing account histories.
How to Get Started

1. Create a My PAA account

  • Each person who will take part in the e-filing process must first register for a My PAA account. Each person only registers once because the user ID, password and secret question/answer that are set up during registration are used for all plans, premium filings, e-filing options, and My PAA tasks.
  • Review the create an account demonstration

 

2. Identify the plan's "filing coordinator"

  • The filing coordinator is the person who typically ensures that the plan's premium filings are submitted on time and has the responsibility to perform My PAA administrative tasks for the plan. The responsible parties for the plan (e.g., the plan administrator, plan sponsor, enrolled actuary) should work together to determine who will be the plan's filing coordinator. Anyone can be the filing coordinator (e.g., the plan administrator's representative, actuary, consultant, etc.) as long as there is agreement among the plan or sponsor and the people involved.

 

3. Determine which e-filing option and payment method to use

  • The plan's administrator/sponsor (with assistance from the filing coordinator and support staff) determines the e-filing option to use from among the three options outlined below. You may find it helpful to review the Comparison Chart of Premium E-Filing Options and the Overview of E-Filing Process documents when determining the best option for your needs.

 

Filing option 1 - Create and submit filings via My PAA's Data Entry and Editing Screens only for plans reflected in your account.

  • Each person who will prepare, edit or sign a filing must have a My PAA account. (If a plan administrator representative signs for the plan administrator, the plan administrator must certify a paper version of the filing and retain the certified document in plan files.)
  • Each filing is created separately in My PAA and submitted individually to PBGC.
  • Payment may be made within My PAA or outside My PAA.  More about filing option 1
 

Filing option 2 - Import filings created with compatible private-sector software and submit them via My PAA only for plans reflected in your account.

  • Each person who will prepare, edit or sign a filing must have a My PAA account. (If a plan administrator representative signs for the plan administrator, the plan administrator must certify a paper version of the filing and retain the certified document in plan files.)
  • More than one filing can be imported at a time.
  • Each imported filing is submitted individually to PBGC.
  • Payment may be made within My PAA or outside My PAA.

More about filing option 2

Filing option 3 - Upload and submit filings created with compatible private-sector software for any plan if at least one plan is in the uploader's account (even for plans not reflected in the person's account).

  • Only the person performing the upload is required to have a My PAA account.
  • More than one filing can be uploaded and submitted at the same time.
  • Filings must be certified before they are uploaded (typically done on a paper version of the filing) and certifications must be retained in plan files.
  • For uploads which contain a single filing, payments may be made within My PAA or outside My PAA.
  • For uploads which contain more than one filing, payments must be made outside of My PAA. 

More about filing option 3

4. Add a plan (filing coordinators only)

  • The filing coordinator adds at least one plan to his/her My PAA account using information from the plan's last premium filing for the most current plan year. For example, one of the entries required is the net premium due after credits are taken ($0 or greater).
  • Review the add a plan demonstration

 

5. Set up filing team (filing coordinators only)

  • The filing coordinator sets up the e-filing team for the plan (if applicable) by inviting other practitioners who will be involved with the e-filing process (e.g., who will contribute to the e-filing) and assigning them appropriate permissions.
  • Review the Invite practitioner demonstration

 

6. Prepare/submit premium filing(s)

  • The appropriate filing team member begins the e-filing process using the desired filing option. The remaining steps in the filing process are dependent upon the option selected and the make up of the filing team.