#Allplan connect portal registration
#Allplan connect portal software
#Allplan connect portal password

Once you receive the Credentials Notification email, select the link in the email that will take you to a secure EFAST2 website, which will ask you for the answer to your challenge (or security) question.EFAST2 generates and sends the Credentials Notification email within five minutes.

#Allplan connect portal registration

After verifying that the information you entered is correct, you will see the Registration Confirmation screen telling you that completion of your registration will be pending until you receive your Credentials Notification email with further instructions.The challenge question and answer is used in case you forget your password. Select one of the two challenge (or security) questions and provide an answer.For example, someone preparing, signing, and submitting a filing through IFILE will choose Filing Author and Filing Signer. On the next screen, provide contact information (name, address, phone, company name, etc.) and select one or more of the five user types.

The whole process should take just a few minutes. You can get your EFAST2 credentials by completing seven easy steps. Registration is performed on the EFAST2 Website, select 'Register' on the Welcome screen. Q2: How do I register for EFAST2 credentials?

#Allplan connect portal password

Password (allows you access to authorized EFAST2 Website applications such as IFILE)ДЄlthough you provide employment information when registering, the credentials are personal and are not linked to a company or plan.ДЄccess to the part of the EFAST2 website that provides basic public disclosure and reference information does not require registration.

PIN (used as your electronic signature).

Upon registering, you will be issued the following credentials: Registration as a Filing Signer is required for individuals who will be electronically signing filings submitted to EFAST2.

#Allplan connect portal software

Check with your third party software provider to determine if this is necessary.Д®nrolled actuaries and accountants do not need to register as a Filing Signer to manually sign Schedule SB, Schedule MB or an accountantвЂ™s opinion and audit report filed with a Form 5500, Form 5500-SF, or 5500-EZ.

Anyone wishing to transmit completed filings through third party software may need to register for credentials and check the 'Transmitter' user type.

If an individual is signing a filing as the plan administrator or plan sponsor, that individual only needs to register once. Check the 'Filing Signer' user type when registering.

All plan sponsors, plan administrators, individuals signing for DFEs, and plan service providers who have written authorization to file on behalf of the plan administrator under the EFAST2 e-signature option must register for credentials to sign filings.

Check the 'Filing Author' and 'Filing Signer' user types when registering.

Anyone needing to Register as a Pooled Plan Provider must complete the Form PR using IFILE.

Check the 'Filing Author' and/or 'Schedule Author' user type(s) when registering.

Anyone wishing to complete the Form 5500, Form 5500-SF, or Form 5500-EZ and/or the schedules by using IFILE must register for author credentials.

Printer Friendly Version Q1: Who needs to register to use EFAST2? Employee Benefits Security Administration