Self-Guided Tutorials

The best source for employer forms and plan documents is the PSC.

Login to your PSC account
Enter the participant’s Social Security number into the search field.

Click on the Employee Detail tab.

Under Employment Information, click on Edit.

Input the employee’s term date in the Term Date field. All other fields should remain unchanged.

Click Save.

You can follow the steps below to run the most popular reports:

Login to your PSC account
On the left navigation menu, choose Reports > Standard Reports
You will see several tabs (categories) of plan reports. The tab “Most Frequently Used” tab contains the most popular reports used by plan sponsors

You can follow the steps below to add a new employee to your plan, or if your plan sends employee data on your payroll file, you can simply include the new employee(s) to your next file
1. Login to your PSC account
2. On the left navigation menu, choose Participants > Add employee
3. Follow the steps to add information for the new employee(s)

There are two ways to submit payroll:
Option 1 – Enter payroll manually;
Option 2 – Upload payroll file.

To request a Plan Service Center, or PSC, account:
1. Submit a Client Contact Change Form and submit it to your CRA client services manager
2. The plan sponsor must designate the level of PSC access for the user
3. The identified users will receive an email notification when their PSC authorization request has been completed. They also will begin receiving important employer member information, updates and resources
4. Follow the email instructions to create a login and access the PSC