Electronically filing Schedules MB and SB (5500)

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Schedules MB and SB are not included in the electronic file due to signature requirements. To electronically file Schedules MB and SB with Form 5500, the schedule must be attached to the return as a PDF document. Follow the steps below to attach the appropriate schedule.

  1. Complete data entry in the input screens in the Actuary folder.
  2. Print the appropriate schedule and if required, have it signed by the actuary.

  3. Scan, and attach the appropriate schedule to the electronic file as a PDF document.

    Note: In the Add Electronic Filing Attachment dialog, select the title that pertains to the completed portion of the schedule from the Attachment title drop-down list. For example, select Schedule MB and SB: Statement by Enrolled Agent if this section of the schedule is completed.

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