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RIZPB004 Upload Guide

Follow these steps to retrieve complete AA05 Agent Compensation Statement / Agent Online Recap PDFs, review them safely, and upload them to AgentPay.

Updated July 26, 2026

Before you begin

This guide is for the RIZPB004 Agent Compensation Statement / Agent Online Recap used with supported AA05 compensation statements. AA28 support is Coming Soon and is not currently available.

Privacy and redaction warning: Download and upload only your own authorized compensation statements. Review every PDF before uploading. Permanently redact unrelated sensitive personal information such as customer or employee records, medical information, Social Security numbers, dates of birth, full bank or payment-card numbers, passwords, or identity documents.

Do not redact statement dates, compensation line items, compensation codes, category labels, totals, deductions, deposits, contract or report identifiers, or other information AgentPay needs to process the statement. A colored box placed over text is not a secure redaction unless the underlying content is permanently removed.

Retrieve and upload your statements

  1. Open Control-D. Use your authorized compensation-reporting systems.
  2. Select the required date range. Include the full period for each compensation statement you need.
  3. Select Active and Migrated. Choose both options in the available status or population filters.
  4. Run the report or press Enter. Wait for the report results to appear.
  5. Select RIZPB004 — Agent Compensation Statement / Agent Online Recap. Confirm the report and statement dates are the ones you intended before opening or saving the file.
  6. Save the statements as PDFs. Save each statement as its own complete PDF using the available download, print, or save control.
  7. Upload the PDFs to AgentPay. Sign in, open the statement-upload area, select the reviewed files, and choose the AgentPay upload action.

Check each PDF

Open every saved PDF before uploading. Confirm that it contains the intended statement date range and that every page is present, readable, and upright. Use a clear filename that helps you identify the statement date without adding unrelated sensitive information.

  • The PDF is your own authorized RIZPB004 compensation statement.
  • The selected date range is correct.
  • Active and Migrated were both selected.
  • Every statement page is present and readable.
  • Unrelated sensitive personal information has been permanently redacted where appropriate.
  • Compensation details needed for extraction have not been hidden or altered.

Upload and processing

Keep the browser open until AgentPay confirms that each file was accepted. Accepted statements may then enter the processing queue. Processing may continue after you leave the page, and queue timing varies and is not guaranteed.

Return to statement history to check processing status and review or correct extracted information when prompted. Do not upload duplicate copies while the original is still queued or processing.

AgentPay keeps the original uploaded PDF temporarily while it is queued, processed, or retried. After the extracted values are securely saved, the uploaded PDF is automatically deleted from active storage; the extracted values remain available for review, approval, statement history, and forecasting. If processing ultimately fails, the uploaded PDF is deleted after retries end and you must upload the statement again.

For privacy details, read the Privacy Policy. If the saved report is incomplete or the upload fails, contact support@agentpayforecast.com without attaching the statement to an ordinary email.