Document Type |
Form No. |
Form Name |
Instrument File |
URL |
Available Electronically? |
Can Be Submitted Electronically? |
Electronic Capability |
Form and Instruction |
SFA 201 |
SFA Template 1
|
Template 1 v20220701p.xlsx
|
https://www.pbgc.gov/sites/default/files/sfa/part-4262-final-rule-template-1.xlsx |
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 202 |
SFA Template 2
|
Template 2 v20220701p.xlsx
|
https://www.pbgc.gov/sites/default/files/sfa/part-4262-final-rule-template-2.xlsx |
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 204-B |
SFA Template 4B
|
Template 4B v20220701p.xlsx
|
https://www.pbgc.gov/sites/default/files/sfa/part-4262-final-rule-template-4b.xlsx |
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 205-A |
SFA Template 5A
|
Template 5A v20220701p.xlsx
|
https://www.pbgc.gov/sites/default/files/sfa/part-4262-final-rule-template-5a.xlsx |
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 206-A |
SFA Template 6A
|
Template 6A v20220701p.xlsx
|
https://www.pbgc.gov/sites/default/files/sfa/part-4262-final-rule-template-6a.xlsx |
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 207 |
SFA Template 7
|
Template 7 v20220701p.xlsx
|
https://www.pbgc.gov/sites/default/files/sfa/part-4262-final-rule-template-7.xlsx |
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 208 |
SFA Template 8
|
Template 8 v20220701p.xlsx
|
https://www.pbgc.gov/sites/default/files/sfa/part-4262-final-rule-template-8.xlsx |
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 209 |
SFA Template 9
|
Template 9 v20220701p.xlsx
|
https://www.pbgc.gov/sites/default/files/sfa/part-4262-final-rule-template-9.xlsx |
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 100-Supplemented |
SFA Template Checklist, Supplemented Application
|
Application Checklist - Supplemented v20220706p.xlsx
|
https://www.pbgc.gov/sites/default/files/sfa/checklist-supplemented-SFA-application.xlsx |
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA Filing Instructions, Addendum A |
SFA Filing Instructions, Addendum A
|
sfa-filing-instructions-addendum-a, OMB Submission.docx
|
https://www.pbgc.gov/sites/default/files/sfa/addendum-a-engaged-certain-events.pdf |
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA Filing Instructions, Addendum C |
SFA Filing Instructions, Addendum C
|
sfa-filing-instructions-addendum-c, OMB Submission.docx
|
https://www.pbgc.gov/sites/default/files/sfa/addendum-c-ifr-filers-supplemental-application.pdf |
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA Filing Instructions, Addendum D |
SFA Filing Instructions, Addendum D
|
sfa-filing-instructions-addendum-d, OMB Submission.docx
|
https://www.pbgc.gov/sites/default/files/sfa/addendum-d-mpra-plans.pdf |
Yes |
Yes |
Fillable Fileable |
Form |
PBGC E-filing Portal |
PBGC E-filing Portal
|
PBGC E-filing Portal Screen Shots for SFA.docx
|
|
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 205-B |
SFA Template 5B
|
Template 5B v20220802p.xlsx
|
|
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 206-B |
SFA Template 6B
|
Template 6B v20220802p.xlsx
|
|
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
Model Plan Amendment, Compliance |
Model Plan Amendment, Compliance
|
Model.Plan.Amendment September 2023.pdf
|
|
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
Model Plan Amendment, Reinstatement |
Model Plan Amendment, Reinstatement
|
Model.Plan.Amendment.Under.4262.6(e)(2).Re.Reinstatement.pdf
|
|
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
Model Certification |
Model Certification
|
Model.Certification.by.Plan.Sponsor.Under.4262.7(e)(2).Re.Reinstatement.pdf
|
|
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 204-A |
SFA Template 4A
|
Template 4A v20221102p.xlsx
|
|
Yes |
Yes |
Fillable Fileable |
Instruction |
|
|
Post Priority Group Applications Guidance Final Draft v.14 clean.docx
|
|
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 203 |
SFA Template 3
|
Template 3.xlsx
|
|
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 100 |
SFA Application Checklist
|
checklist-general-sfa-application.xlsx
|
|
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA 210 |
SFA Template 10
|
Template 10.xlsx
|
|
Yes |
Yes |
Fillable Fileable |
Form and Instruction |
SFA Application Amendment Cover Letter |
SFA Application Amendment Cover Letter
|
SFA Application Amendment Cover Letter.13.pdf
|
|
Yes |
Yes |
Fillable Fileable |
Instruction |
|
|
part-4262-final-rule-general-sfa-application-filing-instructions September 2023 update.02.pdf
|
|
Yes |
Yes |
Fillable Fileable |