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pdfPBGC’s e-Filing Portal User Guide
Table of Contents
Log In to the e-Filing Portal………………………………………………………………………………………………………………………………. 3
Update User Account Details……………………………………………………………………………………………………………………………. 5
Reset Password………………………………………………………………………………………………………………………………………………… 6
Create a New Filing………………………………………………………………………………………………………………………………………….. 7
Create a Pre-populated Filing…………………………………………………………………………………………………………………………. 10
Upload Attachments for Filings……………………………………………………………………………………………………………….……… 11
Submit a Filing…………………………………………………………………………………………………………………………………………........ 13
Dashboard Navigation………………………………………………………………………………………………………………………………....... 14
View a Filing……………………………………………………………………..………………………………………………………….….…………….. 16
Amend a Filing……………………………………………………………………..………………………………………………………….….…………. 17
Reassign a Filing……………………………………………………………………………………………………………………………….…….......... 19
View Attachments for a Filing……………………………………………………....…………………………………………………………........ 21
Edit a Draft Filing……………………………………………………………...…………………………………………………………..……………….. 23
Delete a Draft Filing………………………………………………………………………………………………………………………………………… 24
User Guide……………………………………………………………………………………………………………………………………………………… 25
Resources……………………………………………………………………………………………………………………………………………………….. 26
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Log In to the e-Filing Portal (1 of 2)
1. Navigate to PBGC’s e-Filing
Portal in your web
browser:
https://efiling.pbgc.gov
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2. Select the Sign In with
LOGIN.GOV button the
left side of the screen.
Use Microsoft Edge
to
access the e-Filing Portal.
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Log In to the e-Filing Portal (2 of 2)
3. If you have a LOGIN.GOV account, enter the email
address and password associated with your account and
select Sign in.
4. If you do not have a LOGIN.GOV account, select Create
an account.
If you have issues logging in, please visit the LOGIN.GOV
help center: https://login.gov/help. Get support at
https://login.gov/contact.
PBGC will not be able to troubleshoot LOGIN.GOV issues.
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Update User Account Details
1. After logging in, select Settings in the lefthand pane.
If you did not have an e-Filing Portal account before the
transition, you will automatically be directed to this page
so you can enter this information.
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If you did have an e-Filing Portal account before the
transition but used a different email for your LOGIN.GOV
account, you will be treated as a new e-Filing Portal
account holder.
2. Update fields as necessary. Required fields are
denoted with a red asterisk.
3. Select Submit.
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Reset Password
1. On the sign in page of
LOGIN.GOV, select the Forgot
your password? hyperlink.
2. Enter the email address
associated with your
LOGIN.GOV account and
select the Continue button.
An email will be sent to the email
address with a hyperlink to reset
your password. Follow the
instructions in the email.
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Create a New Filing (1 of 3)
1. Select New Filing in the lefthand pane.
2. Select Multiemployer or Single
Employer based on the pension plan
for which the filing is being created.
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3. Select Next.
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Create a New Filing (2 of 3)
4. Select the applicable filing type.
The type of filings that appear
are based on whether you
selected Single Employer or
Multiemployer.
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Single Employer Filings
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Multiemployer Filings
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Create a New Filing (3 of 3)
5. Continue entering responses until you
get the “Create New Filing?” pop-up.
Select Continue.
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6. When the new filing is created, you will
get a “Your draft filing has been
created” pop-up. Select Continue Filing.
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Create a Pre-populated Filing
Follow steps to create a new filing. If the filing allows for pre-population, you will be prompted to select either “Start new” or
“Pre-populate from a previous filing”.
1. Select Pre-populate from previous filing.
2. Select the desired previous filing from the dropdown menu.
3. Select Next.
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Upload Attachments for Filings (1 of 2)
1. Either drag and drop a document into the
upload file box or select the click to browse
hyperlink.
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2. If the click to browse hyperlink is selected,
select the desired document, then select Open.
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Upload Attachments for Filings (2 of 2)
3. Select the relevant
Document Type,
enter a Description
and select Attach.
4. A confirmation
message will appear.
Select Complete.
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5. The uploaded
document will appear
in the Attachments
grid.
6. Select the dropdown
arrow to View or
Delete the uploaded
document.
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Submit a Filing
1. After inputting all information
and uploading documents,
review the filing and make any
necessary corrections.
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2. Select Submit at the bottom of
the screen.
3. A confirmation message will
appear.
You will receive a confirmation
email upon submission.
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Dashboard Navigation (1 of 2)
1. Select Single-Employer Filings Dashboard or Multiemployer Filings Dashboard in the lefthand pane.
2. Select the desired filing type.
Single Employer Dashboard
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Multiemployer Dashboard
Dashboard Navigation (2 of 2)
3. All draft and submitted filings for the selected filing type will appear.
4. Select the Actions button to view available actions for that filing.
5. If you want to change how filings are sorted, select any of the column names. A triangle will appear next to the column
name indicating whether it’s sorting in ascending or descending order.
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View a Filing
1. Select the applicable dashboard from the lefthand pane.
2. Select the filing type.
3. Select the Actions button next to the filing.
4. Select View from the dropdown.
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Amend a Filing (1 of 2)
1. Select the applicable dashboard from the lefthand pane.
2. Select the filing type.
3. Select the Actions button next to the filing to be amended.
4. Select Amend from the dropdown.
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Amend a Filing (2 of 2)
5. Select the Amend Filing button.
6. Select the Continue Filing button.
7. Make necessary changes to the filing, then
resubmit.
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Reassign a Filing (1 of 2)
Reassigning changes the ownership of a filing. For all filings EXCEPT Form 4043, after you reassign a filing to another user, it
will disappear from your dashboard and you will no longer have access to it. For Form 4043 filings, the filing will remain on
your dashboard with view capabilities.
1. Select the applicable dashboard from the lefthand pane.
2. Select the filing type.
3. Select the Actions button next to the filing to be reassigned.
4. Select Reassign from the dropdown.
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Reassign a Filing (2 of 2)
5. The Reassign pop-up will appear. Enter the email
address of the reassigned user.
Please ensure you enter the email address the
user uses to log into the e-Filing Portal.
6. Select Submit.
Emails will be sent to both parties confirming the
reassignment.
In order to see a reassigned filing on the dashboard,
you must have logged into the e-Filing Portal using
the email address to which the filing was reassigned.
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View Attachments for a Filing (1 of 2)
1. Select the applicable dashboard from the lefthand pane.
2. Select the filing type.
3. Select the Actions button next to the desired filing.
4. Select View Attachments from the dropdown.
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View Attachments for a Filing (2 of 2)
5. Select the dropdown
arrow next to the desired
attachment.
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6. Select View to view the
attached document
details.
7. Select the File name
hyperlink to download
the document.
8. Select the Open File
hyperlink to open the
downloaded file.
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Edit a Draft Filing
1. Select the applicable dashboard from the lefthand pane.
2. Select the filing type.
3. Select the Actions dropdown next to the filing to be edited.
4. Select the Edit option from the dropdown menu.
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Delete a Draft Filing
1. Select the applicable dashboard from the lefthand pane.
2. Select the filing type.
3. Select the Actions dropdown next to the filing to be deleted.
4. Select the Delete option from the dropdown menu.
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User Guide
1. This e-Filing Portal User Guide can be accessed by selecting User Guide from the lefthand pane.
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Resources
For LOGIN.GOV questions or issues:
* Visit the LOGIN.GOV help center: https://login.gov/help/
* Get support at https://login.gov/contact/
For Single-Employer Plans regarding ERISA 4043:
* Call 1-800-736-2444, extension 4070. Local callers may directly dial 202-229-4070, or
* Send an e-mail to [email protected]
For Single-Employer Plans regarding ERISA 4010:
* Call 1-800-736-2444, extension 4070. Local callers may directly dial 202-229-4070, or
* Send an e-mail to [email protected]
For Multiemployer Plans:
* Call 1-800-736-2444, extension 3018 or 6047. Local callers may directly dial 202-229-3018 or 202-229-6047, or
* Send an e-mail to [email protected]
For General e-Filing Portal Questions:
* Send an e-mail to [email protected]
If you are deaf, hard of hearing, or have a speech disability, please dial 7-1-1 to access telecommunications relay services.
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| File Type | application/pdf |
| File Title | PBGC's e-Filing Portal User Guide |
| File Modified | 2024-02-28 |
| File Created | 2024-02-28 |