Get Plan 3 Payment Advice Forms - Drs Wa

Filling out the Plan 3 Payment Advice Forms is essential for employers to report their Plan 3 payments accurately. This guide provides clear instructions to help users complete the form efficiently and correctly.

Follow the steps to fill out the Plan 3 Payment Advice Form successfully.

1. Click ‘Get Form’ button to acquire the form and open it in the designated editor.
2. Enter your organization’s name in the 'Employer Name' section as it appears on your Statement of Account Activity.
3. Provide your DRS reporting group number in the 'Reporting Group' field as it appears on your Statement of Account Activity. If using multiple groups, complete a separate form for each.
4. In the 'Check or JV Number' section, list the check or journal voucher number, invoice number, and the corresponding dollar amount for each transaction. Each check or JV should have its own line.
5. For the 'Reporting Period' or 'Invoice Number', if covering transmittals, input the reporting period as month/year (e.g., 01/12 for January 2012). If recording invoices, use the specific 8-digit invoice number provided.
6. Record the amount allocated to the invoice or reporting period in the 'Amount' field. For defined contributions, specify the amounts next to the respective investment program abbreviations (e.g., WSIB, SELF).
7. Calculate and enter the total paid for the defined benefit portion in the 'Defined Benefit Total for this page' field.
8. Complete the 'Defined Contribution Total for this page' by entering the total paid for the defined contribution portion.
9. Finally, sum the defined benefit and defined contribution totals to determine the 'Plan 3 Total Amount for this page.' If you used multiple pages, ensure you total each page individually.

Complete your Plan 3 Payment Advice Forms online for accurate and timely reporting.