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| GETTING STARTED WITH EPC | EPC FORMS AND PROCESSES |

Getting Started with EPC

Getting Acclimated

Topic
Multifactor Authentication to Access EPC
Navigating the EPC Portal
Finding Forms and Notifications

Acct Admin Tasks

Task
Create a New User
Change the Account Administrator
Change the General Contact
Manage User Permissions

User Changes

Topic
What to Do When the AA Has Left
What to Do When the Form Contact Changes
How to Deactivate or Reactivate an EPC User
What to Do When Your Email Domain Changes

Miscellaneous

Topic
File a Customer Service Case
Change the Invoice Mode

EPC Forms and Related Processes

Form 470
UPDATED FY2025 Form 470 How to Guide

Administrative Window for EPC Profile Updates
UPDATED Update Your EPC Profile for FY2025

The Administrative Window is a designated timeframe to update your EPC profile, especially your member schools and the data that will be used on the Form 471 to calculate E-Rate discounts.

Following this period, profile data is locked and cannot be changed until after the Form 471 filing window has closed.

Form 471
Do This First For Any New Contracts → Enter Contract Information: Contracts Module
File the Form 471: UPDATED FY2025 Form 471 Category 1 Guide UPDATED FY2025 Form 471 Category 2 Guide

The Form 471 uses information from various parts of the portal. While it is possible to start a new form, leave it to complete the Contracts Module, and then return back to the in-process form, it is much easier to submit your contract info first.

Form 471 After Actions
Form 471 Receipt Acknowledgment Letter (RAL) Guide
PIA Review Guide
Funding Commitment Decision Letter (FCDL) Guide

OPTIONAL Post-Filing and Post-Commitment Actions
SPIN Changes only applicable if you need to change the SPIN listed on a RAL or FCDL
Service Substitutions only applicable if you need to change the product/service listed on a RAL or FCDL
Form 500 only applicable if you need to change the service start date or the contract expiration date, cancel or reduce an FRN, request a service delivery extension, or notify USAC of an equipment transfer
Appealing a USAC Decision only applicable if you wish to appeal a decision made by USAC, such as an FCDL commitment amount or denial of a funding request
Revised Funding Commitment Decision Letter (RFCDL) only applicable if you filed a request for a SPIN change or service substitution, a Form 500, or an appeal
Getting a PDF of the Current Version of a Form 471 useful if your Form 471 changed after certification due to Receipt Acknowledgment Letter (RAL) modifications, PIA review, FCC Form 486 review, appeals, SPIN changes, service substitutions, and other post-commitment actions

Form 486
UPDATED FY2024 Form 486 How to Guide

Form 498
Form 498 How to Guide

A new Form 498 is not required if you already filed one for a previous funding year and have an approved 498 ID.

Form 472
Form 472 BEAR How to Guide