5500 filing accepted by fax

[arthurkagan]

Plan sponsor communicates by fax but not email.  Signs 1st page of 5500 form sent by fax.    Will the DOL accept a 5500 form signed by plan sponsor on faxed page.   

 

[BG5150]

Is it a 5500 or 5500-SF?  Then, yeah.  As long as it's readable.

[arthurkagan]

Its a 5500 SF.   Does it matter which 5500 form it is.

[ESOPMomma]

It does not matter 5500 or 5500-SF.  All filings must have a valid signature.  As long the page is legible, it doesn't matter if the page is a "fax".  Please note that the EFAST instructions include the following: Note: You must keep a manually signed copy of the Form 5500/Form 5500-SF (whether the records are maintained as paper records or electronically in accordance with the Department of Labor’s regulations) as part of the plan’s records.  We advise clients to keep the "wet" signed Form in their records for a minimum of 6 years.