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Practitioners

Online Premium Filing With My PAA

Returning Users

Log In to Online Premium Filing (My PAA)
What's New in My PAA

New Users

What Is Online Premium Filing (My PAA)?
How to Get Started
Sign Up for a My PAA Account

All Users

Premium E-Filing Options
Premium Payment Options
Paper Check Voucher (for printing) [PDF]
Comparison Chart of Premium E-Filing Options [PDF]
Online Demonstrations (how to e-file)
Frequently Asked Questions (FAQs)
Tips
Compatible Private-Sector Software Information
My PAA Detailed Users Manual (605 KB [PDF])

What's New in My PAA (January 2017)

  • Premium filings for plan years starting 2017 can now be submitted.
  • All e-filing team members for a plan will receive an email notification when a screen-prepared or imported filing is successfully submitted to PBGC.
  • The My PAA Confirmation Number for submitted filings is more clearly displayed on the screens and receipts, which will assist the reporting of the Confirmation Number on the related Form 5500 filing.
  • If Pay.gov is selected as the payment method for a filing that has been submitted, My PAA will provide an active link to Pay.gov (as part of the filing confirmation), which will allow the filer to go directly to the Pay.gov website to make the online payment promptly (outside of My PAA).
  • The receipt for an uploaded filing will display the reported certification information (e.g., each name and date), in addition to the submitted data.

Ongoing Reminders:

  • See the top of the My PAA Login Page for any outage information and helpful reminders.

  • Update your "bookmarks" to use "https" rather than "http" to improve security when accessing My PAA Pages (e.g., the Login Page) and ensure your bookmarks continue to work properly (because "http" will not work after a transition period).

  • Use the most current payment addresses that are on our website for all premium filings, including filings for prior plan years.

  • If you want to pay online via My PAA or Pay.gov, be sure that your account will allow PBGC to pull the payment.  If your account has an "ACH Debit Block", you must give the following PBGC Company ID(s) to your financial institution before you submit your payment:  1601000606 to pay via My PAA or 1601000603 to pay via Pay.gov.
  • If you want to pay a screen-prepared or imported filing by check, the voucher will typically be prefilled (e.g., amount due) if you print the check voucher while you are in My PAA. If you want to pay an uploaded filing by check, the voucher will not be prefilled because uploaded filings are not opened prior to submission. To pay an uploaded filing or a previously-submitted filing by check, print a blank check voucher and complete the requested data to help ensure that the check is posted promptly and accurately.
  • Keep your My PAA account current.  Use the password rules when you set up or change your password; update your account when there is a change to your name, email address, telephone number; and deactivate your account if it is no longer needed. Also, once per year, the system will prompt you to review your account information and make any needed updates when you login.

  • Regularly review each plan's online premium account history to see if there are any premium underpayments or overpayments to address.  

  • To help use My PAA effectively, review the online Demos and use the most compatible browsers. 

  • To sign up to receive "What's New" alerts, visit the What's New for Practitioners page.

  • To sign up to receive monthly Filing Reminders, visit the Practitioner Filing Reminders page.

What is Online Premium Filing (My PAA)?

My Plan Administration Account (My PAA) is a secure Web-based application that enables pension plan professionals to electronically submit premium filings and payments to PBGC in accordance with PBGC's regulations.  PBGC's mandatory e-filing requirements apply to all types of filings, including both original and amended filings. Using My PAA to electronically submit your premium filings:

  • Streamlines the premium filing process for users.
  • Helps users prepare, and PBGC process, premium filings faster and more accurately.
  • Provides immediate confirmation of date and time that PBGC received your filing.
  • Helps PBGC provide more accurate and timely invoices.
  • Speeds up refund processing.
  • Offers filing options that enable filers to view premium data submitted.
  • Enables on-line access to plan premium filing account histories.

How to Get Started

  1. Create a My PAA account

    Each person who will take part in the e-filing process must first register for a My PAA account. Each person only registers once because the user ID, password and secret question/answer that are set up during registration are used for all plans, premium filings, e-filing options, and My PAA tasks.
    Review the create an account demonstration
  2. Identify the plan's "filing coordinator"

    The filing coordinator is the person who typically ensures that the plan's premium filings are submitted on time and has the responsibility to perform My PAA administrative tasks for the plan. The responsible parties for the plan (e.g., the plan administrator, plan sponsor, enrolled actuary) should work together to determine who will be the plan's filing coordinator. Anyone can be the filing coordinator (e.g., the plan administrator's representative, actuary, consultant, etc.) as long as there is agreement among the plan or sponsor and the people involved.
  3. Determine which e-filing option and payment method to use

    The plan's administrator/sponsor (with assistance from the filing coordinator and support staff) determines the e-filing option to use from among the three options outlined below. You may find it helpful to review the Comparison Chart of Premium E-Filing Options and the Overview of E-Filing Process documents when determining the best option for your needs.

Filing option 1 - Create and submit filings via My PAA's Data Entry and Editing Screens only for plans reflected in your account.

  • Each person who will prepare, edit or sign a filing must have a My PAA account. (If a plan administrator representative signs for the plan administrator, the plan administrator must certify a paper version of the filing and retain the certified document in plan files.)
  • Each filing is created separately in My PAA and submitted individually to PBGC.
  • Payment may be made within My PAA or outside My PAA.
    More about filing option 1

Filing option 2 - Import filings created with compatible private-sector software and submit them via My PAA only for plans reflected in your account.

  • Each person who will prepare, edit or sign a filing must have a My PAA account. (If a plan administrator representative signs for the plan administrator, the plan administrator must certify a paper version of the filing and retain the certified document in plan files.)
  • More than one filing can be imported at a time.
  • Each imported filing is submitted individually to PBGC.
  • Payment may be made within My PAA or outside My PAA.
    More about filing option 2

Filing option 3 - Upload and submit filings created with compatible private-sector software for any plan if at least one plan is in the uploader's account (even for plans not reflected in the person's account).

  • Only the person performing the upload is required to have a My PAA account.
  • More than one filing can be uploaded and submitted at the same time.
  • Filings must be certified before they are uploaded (typically done on a paper version of the filing) and certifications must be retained in plan files.
  • For uploads which contain a single filing, payments may be made within My PAA or outside My PAA.
  • For uploads which contain more than one filing, payments must be made outside of My PAA.
    More about filing option 3
  1. Add a plan (filing coordinators only)

    The filing coordinator adds at least one plan to his/her My PAA account using information from the plan's last premium filing for the most current plan year. For example, one of the entries required is the net premium due after credits are taken ($0 or greater).

    Review the add a plan demonstration
  2. Set up filing team (filing coordinators only)

    The filing coordinator sets up the e-filing team for the plan (if applicable) by inviting other practitioners who will be involved with the e-filing process (e.g., who will contribute to the e-filing) and assigning them appropriate permissions.

    Review the Invite practitioner demonstration
  3. Prepare/submit premium filing(s)

    The appropriate filing team member begins the e-filing process using the desired filing option. The remaining steps in the filing process are dependent upon the option selected and the make up of the filing team.

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