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After a document has been signed, it will be added to the document list for that plan. See How Do I View a Document? for instructions on how to find the document. After selecting the document, click the 'Signing Information' button to see a list...
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If you have access to more than one plan, you must first select the plan from the plan dropdown at the top or the plan boxes listed on the left side of the page. Click the 'Download Annual Questionnaire' link / button on the left side to downloa...
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Last Updated: 05/15/2025
in 1099 User Guide
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Here are some links to helpful documentation: State Reconciliation Form Chart - View a 1099 State Reconciliation Form Chart that shows which 1099 forms need to be processed for which state. (States that do not require fulfillment will not appe...
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The Online Annual Questionnaire can be set to have certain questions marked as required. To mark fields as required, check the ‘Req’ checkbox next to the applicable question on the Online Annual Questionnaire edit form. This requirement can be set...
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Note: You do have to subscribe to the Compliance Software, ‘ ftw Portal Pro’, and have ‘Specify a Server’ set up to post annual questionnaire batches. Please also know this is an Annual Questionnaire that is uploaded from your files to the sof...
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To set up Portal Branding for Divisions, the Master Admin User must first set up Divisions. Once Divisions have been set up, the Master Admin User or a Designated Admin will be able to set up division branding. You can access the Portal Branding ...
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Only Master Admin Users or Designated Admins can assign admins to plans for various modules. Individual Plan Update Admins and responsibility fields may be updated on the Edit Plan screen of individual plans, by selecting the name from the dr...
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Rolling Forward Users for an Individual Plan Select the Portal Module of the desired plan. Click the Menu icon (three vertical dots) on the right-hand side of the screen. Choose 'Bring Forward Compliance Portal Users' from the menu. ...
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Portal Correspondence was designed to assist you in sending out notification to your customers that they will need to sign up on the IREG website for "Signing Credentials." This option is only available if you have selected to "Specify a Serv...