Yes! You can use AI to fill out Empower Plan Service Center Authorization Form (PSC Plan Sponsor Username Request Form)

Part II of the form requires the signature, printed name, title, and date from an Authorized Plan Representative. It is very common for this section to be left incomplete or signed by an individual who is not authorized. Since this signature legally authorizes user access to sensitive plan data, any omission or incorrect signatory will cause the form to be rejected immediately, delaying the entire process.

A note at the bottom of Part II specifies that a separate form must be completed for each pay center or division with different contacts. Users often miss this instruction and attempt to request access for multiple divisions on a single form. This leads to processing delays and confusion, as the request cannot be fulfilled as submitted and will require clarification and resubmission.

In Part III, many access categories like 'Participant Data Access' and 'Compliance Access' explicitly state 'Select only one option'. A frequent error is checking multiple boxes, which creates ambiguity for the processor. This forces them to either reject the form or make an assumption about the intended access level, often resulting in the user receiving incorrect permissions.

While some sections may have a default setting, many critical ones, such as 'Participant Data Access' and 'File Sharing', explicitly state that 'access will not be provided if a selection is not made.' Users often overlook this and leave sections blank, assuming a basic level of access will be granted. This results in a user account that lacks the necessary permissions to perform their job, requiring a new form to be submitted to correct the access levels.

Users often fail to read Appendix A, which details the specific functions of each access level. This leads to guessing which permissions are needed, resulting in two potential problems: granting insufficient access which hinders the user's work, or granting excessive permissions (e.g., authority to process payroll and update ACH info). Granting overly broad access creates a significant security and financial risk for the plan sponsor.

This form is a non-fillable PDF, meaning it must be printed and completed by hand. Illegible handwriting is a major source of errors, especially for critical information like email addresses, plan numbers, and names. A single misread character in an email address will prevent the user from receiving their login credentials, causing significant delays and frustration. AI-powered tools like Instafill.ai can convert such PDFs into fillable forms, eliminating handwriting issues entirely.

Part III requires the email address for each user being granted access, as this is how they receive their login credentials and notifications. A common mistake is omitting the email address or entering it with a typo. Without a correct and legible email address, the setup process cannot be completed, and the user will not be notified, leading to support calls and resubmissions.

The grid format for 'File Sharing' in Part III is prone to check-box errors. It is easy to accidentally check a box in the wrong row or column, for instance, granting 'View, upload, and delete files' access when only 'View files' was intended. Such mistakes can compromise data integrity and security. It is crucial to carefully review each folder's permissions before submission.

In Part I, users may enter an informal plan name or transpose digits in the Plan Number. This fundamental data entry error can cause the entire form to be rejected or misrouted, as the processor cannot match the request to the correct plan in their system. Always use the exact Plan Name and Number as they appear on official plan documents to ensure the request is processed correctly.

In Part III, if a user is not a direct 'Plan Employee,' the 'Other' box must be checked and their role (e.g., 'TPA,' 'Auditor') must be written on the line provided. Fillers often check 'Other' but leave the description blank. This lack of information requires the processing team to follow up for clarification, delaying the request until the user's relationship to the plan is understood.