Please select the appropriate link to upload:
For Existing Clients:
Upload Annual Census and tax documents
Upload (5500-EZ or 5500SF) and 8955ssa signed IRS forms
Upload Signed Contribution Calculation Reports reports
Upload Other Documents (e.g. legal documents, statements, etc)
Upload Accounting files (e.g. Financial Statements)
Upload 1099 Worksheet forms
Note: To avoid delays in processing, please ensure you are uploading to the correct location.