Background

Beginning January 1, 2023, new Form 5500 filing signers must register through a Login.gov portal. This portal provides additional security and offers a single sign-on opportunity for various governmental functions, such as administering SBA loans, Homeland Security TSA travel programs and federal job applications.

Existing users will be required to obtain new credentials but may use their existing User ID and PIN to transmit 5500s until September 1, 2023. After September 1, 2023, registration for a Login.gov account will be required for all Form 5500 signers.

The plan sponsor’s designated filing signer’s EFAST2-created user IDs and 4-digit PINs are also entered when e-signing 5500s. The instructions and screenshots below are intended to assist filing signers in completing the registration process.

Download the PDF below for instructions.

Regulatory and Legislative Strategy Group