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  1. Form 720 (Rev. June 2025)

    Instructions for Form 720 Quarterly Federal Excise Tax Return (Rev. June 2025) View Official IRS Instructions |  View IRS webpage "Application of the Patient Centered Outcomes Research Trust Fund Fee to Common Types of Health Coverage or A...
  2. E-filing Form 5558

    As of the 2024 filing year, Form 5558 can be e-filed through the EFAST2 system. This feature is not available for prior years or off-calendar plans using 2023 Forms.  Please Note: The filing of form 5558 is a separate filing feature inc...
  3. Form 5330 Portal E-filing Experience

    Once a filing is locked and a signer is invited, the portal can be accessed using the link in the invitation, along with a username and password. On the first login, the signer will be asked to answer three security questions and set a new passw...
  4. Completing Form 5330 Attachments

    When filing Form 5330, you may need to include one or more of the following attachments, each with its own specific formatting and content requirements: 8822-B Amended Return Changes (template provided) Prohibited Transactions Correct...
  5. Logging In

    You will need the company code, username and password you received when you signed up for the ftwilliam.com system. General ftwilliam.com website features available after log-in: Wolters Kluwer Drop-Down Logo. It provides the following optio...
  6. Completing 5500 Forms and Schedules

  7. Form 8453-TE

    The Form 8453-TE, found in the Final column of each Form 5330 filing, serves as a declaration of authorization for electronic filing with required signatures and details.  This non-editable form auto-populates using information from the Form 53...
  8. Adding Attachments to the Form 5330

    Each Form 5330 includes its own Attachments link. To add an attachment, simply select the link located directly below the specific Form 5330. The MeF system permits only specific types of attachments, which are listed below: Att...
  9. Adding Portal Users / Signers to Form 5330

    There are two primary methods to add a Portal user for viewing or e-filing Form 5330. Method 1: Using the 5500 Menu Navigate to the 5500 menu . Select Work with Signers/Portal Users . If a Form 5500 or 8955-SSA has already be...
  10. How to Publish a Document to the Portal for E-Signature That Does Not Originate in the FTW Software

    Similarly, to publishing an item to the portal from within the document’s module, you are also able to publish items that do not originate within the ftwilliam.com software to the portal for your clients to view or e-sign. In these instances, nav...