You will need to create a new Plan Sponsor in DB Precision before you begin bringing in data for that sponsor. To do this, you will want to log in to DB Precision and then do the following. Note that it is best to have a copy of the latest Form 5500 (if available) before starting.

• Open the New Sponsor Wizard Screen: choose File (top-left of screen) and then select New - Plan Sponsor
• EIN: this is most easily found on the latest Form 5500 or some other government filing. If you do not know the EIN of the sponsor, check the Unknown box and enter a client number. If you do not know the EIN and your organization does not use client numbers, you should assign client numbers for DB Precision purposes (101, 102, etc.).
• Client Number: this is optional if your organization does not use client numbers and you know this sponsor's EIN.
• Name: enter the full name of the sponsor (same as what is used for government filings).
• Plan Documents: choose up to 2 plan documents here. If the sponsor has more than 2 plans, you will be able to add more later. If a sponsor does not use 3-digit plan numbers (municipal plans for example), then assign your own for DB Precision purposes.
• Reported Amounts: Reported Amounts are any types of amounts that need to be saved for a particular sponsor in order to administer the plan (beyond basic items such as name and date of birth). Check any boxes for amounts that apply for this sponsor. You will be able to add other Reported Amounts later. If this sponsor has a frozen pension plan, check the freeze box here and specify a freeze date.
• Other Items: under Latest Valuation Date, make sure to specify the conversion date here and check any boxes below if applicable.
• Default Folder: use the find button to navigate to the folder that you made when you first created the conversion file.

When you have completed the above information and press OK on this screen, you will be brought to a new tab in DB Precision for the newly created Plan Sponsor. Note that if you press cancel here, a new sponsor will still be created but none of the above items will be reflected in the new sponsor.

Choose File and then choose Save to save this newly created sponsor.