To upload one or multiple Form 5330s, select the Upload link within the 5330 Box in the 5500 Module. 
In the Form 5330 Upload/Download window, users can:
- Download a sample template and schema CSV files.
- Download existing Form 5330s for one or multiple plans.
- Upload a template file to import data for one or multiple plans simultaneously
Once the template is completed return to the upload page, select the file, and specify the Number of rows before header row. The upload process will automatically generate any needed supplemental pages (P4/5) for the filing.
Using the sample file provided as an example:
- Choose the CSV file
- Enter 14 in the Number of rows to ignore, as the official headers start at row 15
- If using the Download 5330-Single Plan or All Plans CSV template, this value is “0” unless additional rows were added manually
