Web Client and the Alternate Filing Method

[Dazednconfused]

I have attached the signed pdf. form 5500SF, all looks good, however, when I go to e-file-> I am use the 'sign as preparer'.

Once I do this I check the box on the plan admin line and enter my credentials do I also change to my name or leave the true plan administrators name? From reading the directions I think I leave his name but use my credentials... Please let me know if I am on the right track.

Thanks for the assistance (and hope for a blanket extension)

[Tom Poje]

leave everything as is.

what should happen is your name will 'magically' appear on the left hand side for signer while client's name remains on the right hand side.

ok, at least that is what happens with software I use, since the title of the post says Webclient I will assume you mean Relius and I can't speak for what thir system does.

[Andy the Actuary]

I can speak only for IFILE, but your name will appear as plan administrator and plan sponsor as well as person who will be signing as PA and person who will be signing as sponsor. In all, 4 times. The fact that there is an attachment of the signed 5500 will in conjunction imply that you have signed/submitted in behalf of your client. I have verified this via the DOL 800 number.

[Dazednconfused]

Yes, I am using Relius Webclient, and yes, when I do check box on the admin. line my credentials magically appear, however, my name didn't (the client name did stay in the box). I guess through magic it knows I am signing on his behalf with my credentials.

Anyway, just was wondering whose name does go in as admin if I sign as preparer, it sounds like the sponsors name (also admin) but with my credentials. ugh

[Tom Poje]

I just pretend the left side says "Who physically mailed this (electronically submitted this)