Each year, Ubiquity prepares your plan’s Form 5500, a federally required report that provides information about your retirement plan to the IRS and Department of Labor. While we prepare the form, we are not authorized to sign or submit it on your behalf. That responsibility falls to an authorized plan fiduciary, such as a plan sponsor or trustee.

Here’s everything you need to know to access, review, and electronically sign your Form 5500.

When to Expect Your 5500 Notification

  • Ubiquity starts distributing Form 5500 signature notifications in mid to late June.
  • If your plan’s Form 5500 was prepared by Ubiquity, you will receive an email notification once it is ready.
  • If you haven’t received an email or don’t see a signing prompt in your dashboard by July 1, 2025, please contact us.

How to Access Your Form 5500

You can access the Form 5500 signing page using one of two methods:

1. Via Email Notification

  • You will receive an email from Ubiquity with a secure link to the signing page once the form is available.
  • Click the link in the email to open the signing page to review and sign your form.

2. Via Employer Dashboard

  • Log in to your Employer Dashboard at MyUbiquity.com.
  • Look for an action item titled “Sign the 2024 Form 5500” in the Action Items section.
  • Click the item to open the signing page to review and sign your form.

Before You Sign: Set Up Your EFAST2 Account

The IRS requires that Form 5500 be submitted electronically through the EFAST2 system, which is managed by the Department of Labor.

To sign your form electronically, you must:

  1. Have a LOGIN.GOV account.

  2. Link it to your EFAST2 User ID and PIN.

Need help obtaining signing credentials?
We’ve created a series of video tutorials to walk you through:

  • Creating a LOGIN.GOV and EFAST2 account
  • Linking the two accounts
  • Completing the electronic signature process

These videos are also linked in your 5500 notification email.

How to Sign the Form 5500

Once you’ve obtained your EFAST2 credentials and located your form:

  1. Click the signing link in the email or dashboard.
  2. Log in using your EFAST2 User ID and PIN.
  3. Review your Form 5500.
  4. Submit your electronic signature.
    • Only one authorized signer is required.

5500 Troubleshooting Tips

If any of the following apply:

  • You did not receive an email
  • You don’t see the "Sign the 2024 Form 5500" action item on your dashboard
  • And it is after July 1, 2025

Contact us so we can assist you.

How Do I Know if My Form 5500 Was Successfully Filed?

  • The Form 5500 is a public document. Once successfully filed, it becomes searchable on the Department of Labor’s website — we recommend searching by your plan’s EIN (Employer Identification Number).
  • The Form 5500 must be signed and submitted electronically using Ubiquity’s link so we can track your filing status. If you file directly through EFAST, please notify us to avoid receiving reminder emails. 

Need Help?

We’re here to support you!
If you have questions about logging in, creating your EFAST2 account, or signing the form, please contact us. We're happy to walk you through the process.