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Last Updated: 10/09/2025
in Documents User Guide DocPrint
Customers that also subscribe to ftwPortal Pro can choose to deliver documents/forms using the "Publish" option at the top of the Batch Menu. You can also select plans from your list to that you want to publish. Select your plans, then click ...
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Last Updated: 10/09/2025
in Documents User Guide DocPrint
Before printing your desired documents, you have the option to customize the file names via the Edit Filenames under the "Batch Options" menu. Level 1 applies to the folder that is downloaded from DocPrint. This will contain plan folders and fi...
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Last Updated: 10/09/2025
in Documents User Guide DocPrint
To restate your PPA 403(b) Plans to Cycle 2 using the DocPrint feature, first create a batch selecting one of the 403(b) PPA plan types from the drop-down menu. For example, to restate your PPA 403(b) ERISA documents, you would choose the Volume ...
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Last Updated: 10/09/2025
in Documents User Guide DocPrint
With the "Batch Edit Grid" link you can update plan parameters for multiple plans on the same on the checklist. To edit plan parameters - click on the "Batch Edit Plan Grid" link located under the "Batch Options" menu. From the "Grid View" ...
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Last Updated: 10/09/2025
in Documents User Guide DocPrint
Once you have added plans to your batch, there are several functions available to you. Delete a plan from the list - if you have added a plan by mistake, you can remove the plan from your batch. First, select the plan and then click on the "Do ...
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Last Updated: 10/09/2025
in Documents User Guide DocPrint
To add plans to your batch, click on the "Add Plans' button near the top of the menu. The software will open a window displaying a list of all plans on your account that are on the checklist type you chose. Filters at the top of the window ma...
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Last Updated: 10/09/2025
in Documents User Guide DocPrint
1. To create a batch, click on the "Create New Batch" button. 2. Type in a name for the batch, select the checklist from the drop down menu of your desired plan type and click on "Ok". You will be directed to the batch menu where you can add...
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Last Updated: 10/09/2025
in Documents User Guide DocPrint
The DocPrint feature can be accessed via the Wolters Kluwer menu as shown below. ...
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Payer Data Instructions
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 ...
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For organizations managing a large number of payers, Payer TINs and related data can be uploaded in batch mode . Companies and plans must already be set up in the system before proceeding.
Note: New users without plans set up ...