DFVC Filing Process

[metsfan026]

I just wanted to make sure I wasn't missing a step to file a DFVC filing for a new client:

1) File the Form 5500-SF on EFast, with it checked off that it's a DFVC filing
2) Make the payment using the calculator

That's all there is to it, correct?  There isn't a step I'm missing?  Just wanted to make sure.

Thanks in advance everyone!

[ratherbereading]

Which calculator are you talking about? The VFCP calculator on the DOL website is specifically designed for calculationg corrections under the VFCP, not theDFVCP. The DFVCP has its own calculator. , which you may know, just wasn't sure which one your were referring to. 

[metsfan026]

6 minutes ago, ratherbereading said:

Which calculator are you talking about? The VFCP calculator on the DOL website is specifically designed for calculationg corrections under the VFCP, not theDFVCP. The DFVCP has its own calculator. , which you may know, just wasn't sure which one your were referring to. 

This is the right one, correct?

DFVC Penalty Calculator

It's a plan we're taking over, where the prior TPA failed to file the '23 Form 5500.  

That's all we need to do though, right?  File the form marked as DFVC and then have them make the payment using this calculator?

[RatherBeGolfing]

27 minutes ago, metsfan026 said:

This is the right one, correct?

DFVC Penalty Calculator

It's a plan we're taking over, where the prior TPA failed to file the '23 Form 5500.  

That's all we need to do though, right?  File the form marked as DFVC and then have them make the payment using this calculator?

Yea, thats it.  You do the calculator and hit next/continue, this takes you to the application and payment, then you are done.  

Use your contact information in the application; otherwise, all the correspondence (like filing confirmation) will go to the client instead of you.