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EFAST2 Credential Instructions Form 5500 Electronic Filing Requirements Presented by David Ostapeck and Gerri Wheeler
What is EFAST2? ,[object Object],[object Object]
Overview of New Requirements ,[object Object],[object Object],[object Object]
Getting Started ,[object Object],[object Object],[object Object],[object Object]
 
 
 
 
Sign as the Filing Signer only
 
 
You should only click on Filing Signer. Filing Author should not be clicked.
Within a few minutes after completing this screen you will receive an e-mail from the DOL.  A sample of which is on the next slide.
The e-mail may be formatted differently than this example.   If you have not received the e-mail within 5 minutes of completing the prior screen, please check your spam or junk folder. If the e-mail is not in your spam or junk folder, please contact your IT regarding your spam filter software.  If you need assistance from the DOL, please call 1-866-463-3278.
 
 
 
This is your user ID and PIN number.  Please retain a copy for reference for this and all future filings of the form.
 
You have now successfully completed your signature registration.
What is Next? ,[object Object],[object Object]
Liquid Signing of the Forms ,[object Object],[object Object],[object Object],[object Object]
Electronic Signing of the Forms ,[object Object],[object Object]

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EFAST 2

  • 1. EFAST2 Credential Instructions Form 5500 Electronic Filing Requirements Presented by David Ostapeck and Gerri Wheeler
  • 2.
  • 3.
  • 4.
  • 5.  
  • 6.  
  • 7.  
  • 8.  
  • 9. Sign as the Filing Signer only
  • 10.  
  • 11.  
  • 12. You should only click on Filing Signer. Filing Author should not be clicked.
  • 13. Within a few minutes after completing this screen you will receive an e-mail from the DOL. A sample of which is on the next slide.
  • 14. The e-mail may be formatted differently than this example. If you have not received the e-mail within 5 minutes of completing the prior screen, please check your spam or junk folder. If the e-mail is not in your spam or junk folder, please contact your IT regarding your spam filter software. If you need assistance from the DOL, please call 1-866-463-3278.
  • 15.  
  • 16.  
  • 17.  
  • 18. This is your user ID and PIN number. Please retain a copy for reference for this and all future filings of the form.
  • 19.  
  • 20. You have now successfully completed your signature registration.
  • 21.
  • 22.
  • 23.