EFIN not required for e-filing returns

You don't need an EFIN to electronically file a 5500 return in UltraTax CS. However, preliminary applications need to be submitted with the Department of Labor (DOL) to obtain EFAST2 credentials [User Identification Numbers (User IDs) and Personal Identifications numbers (PINs)] to sign or submit Form 5500 or 5500-SF.

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