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Annual Reconciliation (e-Form 119)

The training options below will guide you through completing the process in the new e-access system. For further assistance, you can also schedule a one-on-one e-Tutoring session.

Administration Webinars

The OMERS Education and Training team has launched a series of free webinars to help you learn the latest tips and helpful hints for the annual reconciliation process. These sessions will support you to successfully complete your reporting (e-Form 119).

The next annual reporting year is just around the corner. This webinar will ensure you are ahead of the curve and prepared to complete your e-Form 119.

During this session, you will learn:

  • The key elements of the annual member cycle and their impact on annual reporting

  • How to effectively use e-access tools to help streamline your administration

Friday, November 5, 2021 - 1:00 p.m. to 2:00 p.m. EDT

Tuesday, November 9, 2021 - 2:30 p.m. to 3:30 p.m. EST

Learn the fundamentals of importing and submitting e-Form 119 data.

During this session, you will learn:

  • The key elements of the annual member cycle and their impact on annual reporting

  • How to successfully build your import file(s) and import the data into e-access

  • How to submit the e-Form 119 date

Tuesday, November 16, 2021 - 1:30 p.m. to 3:30 p.m. EST

Monday, November 22, 2021 - 9:30 a.m. to 11:30 a.m. EST

Wednesday, December 1, 2021 - 9:30 a.m. to 11:30 a.m. EST

Tuesday, January 11, 2022 - 10:00 a.m. to 12:00 p.m. EST

Monday, January 17, 2022 - 2:00 p.m. to 4:00 p.m EST

Tuesday, February 1, 2022 - 10:00 a.m. to 12:00 p.m. EST

Learn how to resolve common e-Form 119 exceptions by working through examples.

During this session, you will learn:

  • The difference between errors and warnings

  • How to successfully troubleshoot and resolve exceptions

Wednesday, November 17, 2021 - 1:30 p.m. to 3:30 p.m. EST

Wednesday, November 24, 2021 - 1:00 p.m. to 3:00 p.m. EST

Friday, December 3, 2021 - 10:00 a.m. to 12:00 p.m. EST

Thursday, January 13, 2022 - 2:00 p.m. to 4:00 p.m. EST

Wednesday, January 19, 2022 - 1:30 p.m. to 3:30 p.m. EST

Thursday, February 3, 2022 - 10:00 a.m. to 12:00 p.m. EST

Review the steps required for successful annual reconciliation.

During this session, you will learn:

  • How to review and understand dashboard totals

  • How to balance your contributions

  • How to generate Pension Reports

  • How to reconcile your e-Form 119

Thursday, November 18, 2021 - 9:00 a.m. to 11:00 a.m. EST

Thursday, November 25, 2021 - 2:00 p.m. to 4:00 p.m. EST

Monday, December 6, 2021 - 10:00 a.m. to 12:00 p.m. EST

Friday, January 14, 2022 - 1:00 p.m. to 3:00 p.m. EST

Thursday, January 20, 2022 - 2:00 p.m. to 4:00 p.m. EST

Friday, February 4, 2022 - 10:00 a.m. to 12:00 p.m. EST

Are you looking to learn everything you need to know about the annual reconciliation process in one workshop?

In this webinar, you will experience a walk-through of the annual reconciliation process from start to finish. The session will cover:

  • Step 1 & 2: Import and submit e-Form 119 data

  • Step 3: Resolve e-Form 119 exceptions

  • Step 4: Reconcile your e-Form 119

Monday, November 29, 2021 - 1:00 p.m. to 4:00 p.m. EST

Thursday, December 9, 2021 - 1:00 p.m. to 4:00 p.m. EST

Wednesday, January 12, 2022 - 9:00 a.m. to 12:00 p.m. EST

Friday, January 21, 2022 - 9:00 a.m. to 12:00 p.m. EST

Thursday, January 27, 2022 - 1:00 p.m. to 4:00 p.m. EST

Tuesday, February 8, 2022 - 9:00 a.m. to 12:00 p.m. EST

Thursday, February 24, 2022 - 1:00 p.m. to 4:00 p.m. EST

Training Materials

The following features will be introduced in the new and improved e-access on our first release. Training materials will be added as they become available; check back frequently for new content.

Reconcile your e-Form 119 Module

Tip Sheet