JP Morgan Integration Request

Your steps to get connected

1. Log in to the JP Morgan Plan Service Center (PSC)

Go to the JP Morgan Plan Service Center and log in with your plan administrator credentials.

2. Create a new case

→Click the green Create a Case button on your PSC landing page, then select:

→Category: Contributions / Payroll

→Subcategory: Payroll Bridge

Case Management will guide you through the rest of the submission until you hit the comments field.

3. Comments Field

Copy the template below into the Comments field. The vendor details are already filled in — replace everything in [brackets] with your information.

Payroll vendor name: Payroll Integrations, Inc.
Vendor contact: Carly Doede — (619) 826-3506
Vendor email: implementation@payrollintegrations.com

Integration type: 360 integration

Plan contact who processes payroll:
Name: [Name]
Phone: [Phone number]
Email: [Email address]
User ID: [User ID]

Additional plan contacts (if any):
Name: [Name]
Phone: [Phone number]
Email: [Email address]
User ID: [User ID]

Target first payroll date: [MM/DD/YYYY — allow 4 weeks from today]

Excluded employee classes? [Yes / No — if yes, list them]
Compensation exclusions? [Yes / No — if yes, list them]

4. Testing — what to expect before you go live

Once the payroll connection is established, our team will review your payroll configuration and send a test file to JP Morgan with your census and contribution data. JP Morgan will cross-check this against their records to make sure everything lines up.

Before testing kicks off, please make sure your payroll system has accurate, up-to-date information for all employees:

• Full name

• Address

• Date of birth

• Hire date

• Termination date (if applicable)

If your plan excludes any employee classes — for example, part-time or union employees — please let your Payroll Integrations implementation specialist know so we can configure the integration correctly from the start.

During testing, you will need to continue manually:

• Submitting payroll files to JP Morgan

• Applying any contribution or deduction changes from JP Morgan into your  payroll system

• Testing typically spans a few pay cycles. We will notify you as soon as the automated connection is live — at that point, you can stop the manual steps entirely.