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If the portal user has not submitted a filing to the DOL via ftwilliam.com in a previous year, he/she will not see the option to "Click here to use prior year ID and PIN" on the signing screen. Additionally, if the portal user has submitted a f...
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If you find that you need to prepare a prior year SSA, whether as an original or to amend, you will notice that the process is similar to the prior year 5500 filings. Select your company and your plan so that you are on the "Edit/Print Menu" screen...
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If you have a plan document to sign, it will show up in your ToDo list as 'Sign Plan Document'. You can also access the plan document e-signing page by selecting your plan and clicking the 'Sign Document' link / button on the left side of the pag...
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There are two methods of consulting the official DOL instructions. On the main "Form 5500 - Year" screen, you may click on the "I" link next to the appropriate schedule under the "DRAFT - EDIT" heading in the "5500 - Year" box. This will display...
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Batches that are submitted to ftwilliam.com for Federal E-File, Fulfillment and/or State E-File will display a series of statuses. Statuses Federal E-File Fulfillment State E-File Pending ftwilliam.com has received the submission...
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All of the following are done from the “Transactions” option in the Compliance Menu at the top right of the screen or the side tabs. This part of the software is where you can import or add information about participant account balances and financia...
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Once taken to the "Local Sign Batches - 20XX" screen. Click on "Create New Batch" in order to set up a batch. Option Two On the ftwilliam.com "Home" screen click on the Wolters Kluwer logo. In the drop-down box, click on "Batches"adn then click...
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Printing If you chose to print and mail the Form 8955-SSA plan by plan and later discover an error, then you would go back to the draft Form 8955-SSA, check the box for Part I, Item B. Make any updates necessary and file with the IRS. Or, if you...
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Accessing the Print Features: The Print Menu on the main "Form 1099 - Year" screen is where users select printing options and print forms. This menu is organized into three columns: IRS Copies , Other Copies , and Reports . Selecting Payee...
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Depending upon the state entered in the applicable payee fields on the draft 1099, additional information may be required for fulfillment and/or fulfillment may not be an option. Click on "State Returns" within a batch to edit the state data requi...