Electronic Filing

Related Information

Electronic Filing System Frequently Asked Questions

  1. How do I obtain an EFS Login ID?
  2. Why aren't links active on the EFS home page?
  3. How do I submit an endorsement when the filing status is "Filing Review Pending"?
  4. What types of image files can I upload to EFS?
  5. How can I view the PR image I uploaded to EFS?
  6. How can I confirm my filing or report was successfully submitted to EFS?
  7. Can I revise my endorsement in EFS?
  8. How do I enter a Broker of Record Transaction in EFS?

Please email or call Agency Services if your question was not answered.

 

1. How do I obtain an EFS Login ID?

  • Each PSLA Customer ID has a designated Agency Administrator EFS. Please contact your Agency Administrator to obtain an EFS Login ID.

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2. Why aren't links active on the EFS home page?

  • Each EFS Login ID has associated permissions for different functions. The links to different functions are enabled based on permissions.
  • Please contact your EFS Agency Administrator to change permissions.

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3. How do I submit an endorsement when the filing status is "Filing Review Pending"?

  • If the filing type is 1609-SLL/1609-PR, the filing status is set to "Filing Review Pending" after the filing is submitted because PSLA must review the attached 1609-PR image and enter in declining company and producer information into EFS.
  • PSLA typically reviews the PR image within 48 hours of submittal. Please contact Filing Review if you need to expedite the review.

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4. What types of image files can I upload to EFS?

  • The preferred type is PDF.
  • Other types supported are JPG, PNG, and uncompressed TIF.

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5   How can I view the PR image I uploaded?

  • Use the "Search or View a Filing" function to search for the filing.
  • Select the filing and click on the "View History" button to see all transactions for that filing.
  • On the Policy History Page, click on the icon listed in the "Doc" (document) column.

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6   How can I confirm my filing or report was successfully submitted EFS?

  • Use the "Search or View a Filing" function to search for filings submitted to EFS. The column titled "FS" (filing status) should be NW (New), CO (corrected), or EN (endorsement). Select the filing and click on the "View History" button to see all transactions for that filing. If the status is DR, than the filing has been saved as a draft and HAS NOT BEEN SUBMITTED.
  • Use the "Search or View A 1620 Report" to view 1620 Reports.
  • Use the "Search or View RCT-123 Report" to view RCT Reports.

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7. Can I revise my endorsement in EFS?

  • No. You may submit a separate endorsement to correct information but you cannot revise an existing endorsement.

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8. How do I enter a Broker of Record Transaction in EFS?

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