If I am using EFAST2-approved third-party software to prepare a filing for a client, how do I provide the plan sponsor/administrator signature (PIN) in the submission?
There are a few alternatives: • Your EFAST2-approved third-party software may have a file sharing function that allows a plan administrator/plan sponsor to view and apply their signature to the filing. Check with your software vendor or users manual to see if the software vendor offers this function. • You can use IFILE as a medium to share the filing with the plan administrator/plan sponsor. How you do that depends on whether you want to submit the filing or whether the plan administrator/plan sponsor wants to submit the filing. It also depends on whether the plan administrator/plan sponsor wants the ability to make changes to the annual return/report before submission. • If you expect to submit the filing for the plan administrator/plan sponsor, you will need to export the annual return/report from your EFAST2-approved third party software to an XML file. You can then import the XML file into IFILE. After the file is imported into IFILE, you will need to specify the plan administrato
