Instructions for E-filing Financial Statements

 

1. Log into the Pension Services Portal (PSP).
2. In the top navigation bar, click on ‘E-filing’.
3. On the ‘Filing Record’ page, select the:
   plan number; 
   filing (FS); and
   filing year.
4. Click on ‘Start’ in the ‘Actions’ column.
5. On the ‘Filing Profile’ page, answer the questions and then click on ‘Start’.
6. On the ‘Filing Workspace’ page, go to the ‘Actions’ window. Click on ‘Upload Financial Statements’.
7. On the ‘Attach Document’ page, click on ‘Browse’. Select the PDF file you want to submit. Click on ‘Save and Close’ to complete the upload process.
8. On the ‘Filing Workspace’ page, go to the ‘Actions’ window and click on ‘Submit Filing’.
9. On the ‘Submit Filing’ page, click on the checkbox to begin certification.

​​Once you submit the filing, you cannot make any changes to it. To make correction(s) to a filing that has been submitted, you must make a re-filing request through the PSP. See our instructional video and/or instructions.

 

10. Click on ‘Certify & Submit’ to complete the certification and submission process.

 

Additional Information:

 

• FAQs on E-filing Financial Statements
• How to open, view or print a fillable filing that has been started or submitted
• How to view warning and error messages
• Instructional video on how to E-file Financial Statements

 Important:

 

• Pension Plan Administrators and/or their designated users must upload the FS in PDF format and submit the filing within the prescribed time period.

 

• The FS must be filed in accordance with section 76 of Regulations 909 and the Financial Services Commission of Ontario’s (FSCO) policy on Financial Statements.{anchor} 

 

• An FS is not considered to be filed unless it has been completed in full and submitted online, in accordance with these instructions.

 

• FSCO will review the submitted data and respond to compliance issues or other concerns, in accordance with current standards.