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If you’ve already downloaded a ZIP file and later discover an error in one of the plans, follow these steps to make corrections and generate an amended batch: Step 1: Unlock the Batch Go to the Batches/Fulfillment screen. Locate the batch ...
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If a portal user has already E-Filed a plan and later identifies an error, follow the steps below to amend and refile the Form 8955-SSA. Step 1: Access the Plan Navigate to the plan that was previously E-Filed. Locate and open the draft For...
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Created On: 10/30/2025
in 5500 User Guide
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If you’ve used the fulfillment service and later discover an error in a submitted plan, follow the steps below to create an amended batch and make corrections. Step 1: Create a New Batch Navigate to the Batches/Fulfillment screen. Select ...
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If you printed and mailed Form 8955-SSA plan-by-plan and later discover an error, follow the steps below to correct and refile the plan. Option 1: If Printing and Mailing your form Step 1: Access the Draft Form Navigate to the affected pla...
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Below are the steps to assist you in transferring plan document checklists to or from another service provider (i.e. prior TPA) that also uses the FTW document software. Please note , the user must have Admin level rights on their account to ...
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DC Compliance (Company A & Company B) Company A can download an export ZIP file from the compliance module for each plan. However, these files are specific to the original company code and plan, and cannot be directly imported into your system. ...
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Rather than transferring data from one company code to another, users are able to quickly import available data from EFAST2 via the 55Autofill feature within the 5500 Module of any plan. There are two options when using the 55Autofill feature.
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2024 Instructions for Forms 1094-B and 1095-B
View Official IRS Instructions
Table of Contents
Future Developments
What's New
Additional Information
General Instructions for Forms 1094-B and 1095-B
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