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2025 Instructions for Schedule A (Form 5500)
Insurance Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Specific...
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Table of Contents
Q1: Amending a Filing
Q2: Prior Year Filings
Q2a: Amending a Prior Year 5500-SF for a One-Participant or Foreign Plan
Q2b: Amending a Prior Year 5500-EZ
Q3: Notices from IRS (CP 403 and CP 406 N...
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Last Updated: 06/05/2025
in Portal User Guide
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Global Email Settings determine how ftwilliam.com sends emails for each module (e.g., 5500, Documents), including invitations, reminders, signature requests, and automated confirmations. Configure these settings per module tab .
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View General Instructions | View Official 1096 IRS Instructions
Help for item a. Top
Enter "Yes"; if final return for Payer. This response is used to indicate a final return on Form 945.
945 Payer Instruction...
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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...
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Last Updated: 02/16/2026
in Portal User Guide
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2026 Premium Payment Instructions
View Official PBGC Instructions
Table of Contents
Introduction and What's New
Introduction
What's New
Who Must File
All Covered Pla...
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Last Updated: 11/25/2025
in 1099 User Guide
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Last Updated: 01/21/2026
in Portal User Guide