How do I attach the report of the independent qualified public accountant (IQPA report)?
The IQPA report needs to be documented on letterhead, signed, and then saved as a single Portable Document Format (PDF) file. That PDF file then needs to be attached to the Form 5500 annual return/report. When you submit the Form 5500 annual return/report, the attachments will be transmitted to EFAST2 along with the rest of the information in the annual return/report.
Related Questions
- Is there an example of a report that may be issued by the independent public accountant performing a surprise examination of the adviser?
- Can an Appropriately Qualified Person re-type the Independent Review Report or Audit Report onto their own letterhead?
- How does the independent public accountant file Form ADV-E and the surprise examination report?
