Dinosaur Posted July 2, 2010 Posted July 2, 2010 Using Relius Gov't Forms and Web Client for the filings. We are third party administrator firm with an actuary and our firm has signed up as transmitter and filing signer for the filings. On the bottom of the Relius Gov't Forms Plan Info Worksheet you enter information for when the plan gets published to Web Client. I have been using our e-mail address and our bosses name (with actuary in the drop down menu). I guess I should be leaving this blank since we don't need an email to tell us that it was published. Correct? Also, while in Web client and signing as service provider (Web Client is showing "as preparer"), it has something about the Administrator popping up as I'm entering the user ID and PIN. Any one else having this problem? I continued to enter our credentials submitted the filing.
Bill Presson Posted July 2, 2010 Posted July 2, 2010 Using Relius Gov't Forms and Web Client for the filings. We are third party administrator firm with an actuary and our firm has signed up as transmitter and filing signer for the filings. On the bottom of the Relius Gov't Forms Plan Info Worksheet you enter information for when the plan gets published to Web Client. I have been using our e-mail address and our bosses name (with actuary in the drop down menu). I guess I should be leaving this blank since we don't need an email to tell us that it was published. Correct?Also, while in Web client and signing as service provider (Web Client is showing "as preparer"), it has something about the Administrator popping up as I'm entering the user ID and PIN. Any one else having this problem? I continued to enter our credentials submitted the filing. Unless you are using the option for having the client sign a paper form and submitting it as a pdf, there is no need for you to have any credentials at all if you are using web client. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
Dinosaur Posted July 6, 2010 Author Posted July 6, 2010 Using Relius Gov't Forms and Web Client for the filings. We are third party administrator firm with an actuary and our firm has signed up as transmitter and filing signer for the filings. On the bottom of the Relius Gov't Forms Plan Info Worksheet you enter information for when the plan gets published to Web Client. I have been using our e-mail address and our bosses name (with actuary in the drop down menu). I guess I should be leaving this blank since we don't need an email to tell us that it was published. Correct?Also, while in Web client and signing as service provider (Web Client is showing "as preparer"), it has something about the Administrator popping up as I'm entering the user ID and PIN. Any one else having this problem? I continued to enter our credentials submitted the filing. Unless you are using the option for having the client sign a paper form and submitting it as a pdf, there is no need for you to have any credentials at all if you are using web client. We are having the client sign a paper copy and submitting it as a pdf file.
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