Applicant HelpCenter
Forms, Letters, and Checklists
Forms and letters are essential to communicating with the E-rate administrators. Here you will find a collection of forms and letters that are the most essential to the E-rate process. There are also checklists to help you with managing the E-rate process.
Checklist: BEAR Preparation
This checklist will help you prepare your Forms 472 (Billed Entity Applicant Reimbursement) BEAR forms.
Checklist: CIPA Compliance Documentation
Applicants that receive E-rate discounts for services other than basic telephone service (things like Internet Access, Internal Connections, or Basic Maintenance of Internal Connections) must certify on the Form 486 that they are in compliance with the re ...
Checklist: Invoice Review
Applicants are required to review invoices before requesting reimbursement on the Form 472 (BEAR Form) to ensure that it is not asking for discounts on products or services that are ineligible for E-rate discounts and/or are not approved on the associated ...
Checklist: Technology Planning
Funds For Learning has created this checklist to remind applicants of the major components that must be present in a technology plan, as well as some requirements for technology plans (as established by USAC).
Checklist: Typically Requested Services
Funds For Learning has compiled the following list of items that are typically purchased with E-rate discounts. This checklist is designed to remind applicants of common services and products purchased by many E-rate applicants.
Form 470
Description of Services Requested and Certification Form A Form 470 is an applicant form that identifies the "Description of Services Requested and Certification Form" and must be filed to seek competitive bids for products and services for E-Rate discoun ...
Form 471
Services Ordered and Certification Form A Form 471, or the "Services Ordered and Certification Form," must be filed by schools, libraries or their consortia to request discounts on eligible services. The Form 471 must be filed after a Form 470 has been p ...
Form 472 - Billed Entity Applicant Reimbursement Form
The Form 472, or Billed Entity Applicant Reimbursement Form, is completed by E-rate applicants to request reimbursement of approved, eligible expenses paid by the applicant. The service provider must also sign the form to indicate that it has provided, bi ...
Form 486
Receipt of Service Confirmation FormThe main purpose of the Form 486 is to notify USAC that services have begun on an approved funding commitment. The form is also where an applicant makes certifications related to their CIPA compliance and technology pla ...
Form 500
Adjustment to Funding Commitment and Modification to Receipt of Service Confirmation A Form 500 is filed by an applicant if it wants to do any of the following: Adjust the Funding Year service start date reported on a previously filed Form 486 Adjust the ...
Missing USAC Correspondence
If you believe that you have not received correspondence from USAC (for example, related to the submission of a form or a quarterly report) you can request a copy of the correspondence to be resent to the applicant. In order to do so, you will need to con ...
Service Provider Evaluation Worksheet
This Service Provider Evaluation Worksheet by Funds For Learning can help applicants in evaluating the bids and proposals they receive in response to a Form 470 posting.
Template: Service/Product Substitution
The following template can be used to help you create a service/product substitution request. The template uses Microsoft Word and Microsoft Excel. You must have these software packages installed on your computer to use all of the features of the template ...
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