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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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2025 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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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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Created On: 10/16/2025
in Documents User Guide
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The Document History page enables users to review modifications made to the document checklist. To access the Document History page, click on the "Document History" link located under the "Plan Menu" on the Edit Plan page. This page will show ...
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The Show History page enables users to review modifications made to plans across all modules that you subscribe to. Users with with Designated Administrative permissions can revert changes made to the document checklist from this page. In addition...
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The Clone Plan feature can be used when you would like to add a plan to a company that is identical or similar to an already existing plan on your account. Cloning a plan will copy the checklist type and all checklist answers of the original check...
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To convert a plan to a different checklist type, click on the "Convert Plan" link located under the Plan Menu on the Edit Plan page. On the next page, you can select your desired checklist type. Click on "Convert Plan" button. All checkl...