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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

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

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

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

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