HomeMy WebLinkAboutEmployer Security Admin Request Form Nationwide Retirement Solutions -We're On Your Side!
Employer Security Administrator Request Form
This form is required to establish one person within a plan office as the Employer Security
Administrator on the NRS web site who will administer the other web site roles for your employer
account. Employer Access role has the same viewing capability and is not limited.
All fields are required. Please print.
Please fax this form to 877-677-4329, Attention: Payroll Automation Team
Date
EmployedPlan Name:
Plan Number(s):
Name of person requesting access:
Title:
*Tax ID Number:
*This nine-digit number is used for identification and setup purposes only. If you are a NRS participant, your employer
access is added to your existing user name and password to eliminate multiple user names to the same person.
Access will be established to perform the following functions:
View Customer Account, View Aggregate Account, View Current Allocations, Establish access for Staff
Positions within the Plan office, View Plan Reports and View Plan Level and Participant Level Statements
Plan Contact Information:
Phone number:
Address:
Email Address:
Authorizing signature required: (F~rsecurity~auditpurp~ses'appr~va~sh~u~dbes~me~ne~therthanpers~nrequestingtheaccess)
I certify the contact desiqnated on this form is authorized to obtain information from NRS about the Plan and
participants therein. I understand I am responsible for updatinq this information in a timely manner. I also certify that I
have the authority to desiqnate the contact indicated on this paqe.
Plan Official's name:
Title:
Signature: Date:
A letter will be emailed to verify that access has been established. If you need help or additional information, please
feel free to call 1-877-677-3678, option 8, extension 4-4936.
NRM-5226AO (07/08)
Web site: www.nrsforu.com
Log on with User Id & Password.
You will need Adobe Reader to view statements.
If you do not have a User Id & Password, you may obtain them from Nationwide Retirement
Solutions by completing the enclosed Employer Security Administrator Request Form.
Log In:
Enter User ID in "Username"
Are
reti
Ta~k to us to learn how to...
For Entity Level Data:
From options in the left column:
on "Reports"
Summary"
To view Participant Statements:
· Click on "Participant Information"
- Click on "Search"
Enter Participant's Social Security Number
Click on "Submit"
~ of~
Search: Enter Social Security Number here.
...... ~4 No dashes.
~ Click on ~e 'Submiff bu~on. Hi~g ~e
~__,.~-':~ 'Ente~ key will not take you to ~e
"Acmunt Summa~" screen,
To view Participant Statements:
Participant's Social Security Number and Entity Number will appear
Social Security Number
will appear here
Entih' Number will aooear here
....... SSN Search:
..... entry.
To view Participant Statements (cont.):
Account Summary screen
and address
~r number: I Entity Number shows
ACCOUNT
To view Participant Statements (cont.): Click on "Statements"
r[_A list of up to 9 quarters appear under "Statement Period"
Click on the "View Statement" box next to the quarter to be viewed
"View Statement" box
for 2"d quarter of 2006.
Click here to see get a
pdf of that statement.
Click on "Search" under "Participant Information" for the next participant.
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