Jump to content

Leaderboard

Popular Content

Showing content with the highest reputation on 09/24/2023 in all forums

  1. Some signers use for Form 5500 reporting authorizations a signature that is deliberately illegible and unlike the signature the signer uses for her personal banking, credit-card, and other financial matters.
    1 point
  2. Your written authorization no doubt includes the disclaimer that the client is aware their hand signed form will be open to public inspection on the EFAST site. That usually causes most (not all) of our clients to opt for getting their own credentials.
    1 point
  3. to expand on Lou's answer: DOL credentials are personal and not employer-related. So, say you are have been signing the 5500 (as an employee of) for BG5150's Pension Company 401(k) Plan for three years and then leave the firm (get out!). Then you start work for Lou S's Even Better Pension Company and they want you to sign their 5500. You would use the same credentials.
    1 point
  4. No, you just need you own personal DOL signor credentials as Preparer and attach the client signed Return to the filing.
    1 point
This leaderboard is set to New York/GMT-05:00
×
×
  • Create New...

Important Information

Terms of Use