email a 5500 as pdf

[ombskid]

Here's a great Oct 14th question - maybe even better tomorrow.

Can 5500's be scanned, transmitted to client & signed & filed?

[JanetM]

With relius you can print the forms to pdf and email. They print sign and mail. Just remind them to either scan it again after signing or make a copy for their records and yours.

[Guest KWebb]

If you scan a printed version of the Form 5500, it will likely throw off the sizing or alignment just enough that the DOL will not be able to scan it correctly and the client will receive a letter saying the form is not in the proper format. The letter generally gives them 30 days to mail a form that is in the correct format.