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
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 data
Tuesday, December 6, 2022 - 10:00 a.m. to 11:30 a.m. EST
Monday, December 12, 2022 - 2:00 p.m. to 3:30 a.m EST
Monday, January 16, 2023 - 10:30 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, December 7, 2022 - 1:00 p.m. to 2:30 p.m. EST
Tuesday, December 13, 2022 - 1:00 p.m. to 2:30 p.m. EST
Wednesday, January 18, 2023 - 2:00 p.m. to 3:30 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, December 8, 2022 - 1:00 p.m. to 2:00 p.m. EST
Wednesday, December 14, 2022 - 10:00 a.m. to 11:00 a.m. EST
Thursday, January 19, 2023 - 1:00 p.m. to 2:00 p.m. EST
Are you looking to learn everything you need to know about the annual reconciliation process in one workshop?
In these sessions, 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
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.