Online forms allow participants to process pension paperwork online using the PensionSoft portal. It replaces partially/fully the usage of paper forms by plan participants when making pension elections.

Forms completion follows an interview-like process that walks participants through the completion process while also allowing for creation of printed output.

For pension plan participants to be able to use this feature, the following must first exist for the Sponsor and Plan Document:

• Sponsor Portal Access: The Sponsor must have PensionSoft Internet portal participant access enabled for the Sponsor.
• Plan Benefit Calculation Export: A working and tested benefit calculation export must be created in one or more of the Sponsor's Plan Documents.
• Worktrack Task: Forms are completed by participants in the context of completing a step in a Worktrack task. Therefore, the Sponsor must have at least one Worktrack Task Definition created with a step that involves the completion of the pension election forms.
• Participant Step Completion: For the Worktrack Task Definition step that involves forms completion, it must be indicated that participants can complete that step (checkbox in the section Users Able to Complete Step).

Completing the above steps for a Sponsor and Plan does not, alone, allow participants to complete their forms online. For the Authorize Forms button to appear on the portal, the following must also exist for the Participant:

• Worktrack Task: An active Worktrack task must exist for the participant for the Worktrack Task Definition created above.
• Benefit Options added to Individual Participant's Worktrack Task: A participant can only complete their forms online if benefit options have been added to the Worktrack Task. Options can be added by either 1) running a Benefit Calculation in the portal and adding archive results to the Worktrack Task, or 2) running a calculation of the corresponding Benefit Payment Set in DB Precision and adding the options to the task on the calculation results screen.
• Benefit Calculation Output: When completing forms online, it is recommended that participants be able to see details of the corresponding benefit calculation. For this to happen, an archive document with a type, "Benefit Calculation Results" should be attached to the Worktrack Task. This can be done by either running a Benefit Calculation in the portal and adding archive results to the Worktrack Task, or 2) running an export in DB Precision for an Export Definition that contains calculation detail and saving results to archive while attaching to the Worktrack Task (options while running the Export in DB Precision).
• Completion of Prior Task Steps: All prior required steps must first be completed before a participant can complete forms. For example, if forms completion is part of step 2 for a Worktrack Task Definition, step 1 must first be completed before the Authorize Forms button will appear.