If you need to update information that appears on your Form 5500—such as your company’s mailing address, name, EIN, or bond coverage—please follow the steps below to ensure that both your Form 5500 and your plan records are accurate and up to date.
How to Submit Form 5500 Updates
- For bond updates, send an email to support@myubiquity.com providing the bond information change you need to make.
- Include a copy of your current ERISA Bond coverage information.
- For Company Name, mailing address, or EIN updates, have a plan trustee send a an email to support@myubiquity.com
- Clearly indicate the new information.
- This is required for us to update your plan's legal documents and internal records, in addition to the Form 5500.
⚠️ Please ensure that both the request and the trustee confirmation are submitted to avoid delays in processing your updates.
Once we receive the necessary information, we will update your Form 5500, plan records, and associated documents accordingly.
What If My Form 5500 Is Already Filed?
If you have already signed and submitted your Form 5500 but discover that an update is needed, you can still request changes.
- Email support@myubiquity.com with the details of the correction.
- Ubiquity will make the necessary updates and post an amended Form 5500.
- The amended return must then be signed and submitted electronically through the standard process.
Note: As long as the original Form 5500 was submitted on time, the amended return is not considered late.
Need Help?
If you have 5500 form updates or questions about your filing, contact us.