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Form 468 "EZ" Step-by-Step Instructions

Please print this page and refer to the following instructions. Make sure that you are completing the correct Form 468. There are significant differences between the Funding Year 1998 and 1999 forms. The Funding Year 1999 Form 468 has an "October 1998" date on the bottom right corner of the form.

Each Block and number coincide with the Block and number items on the application. If you are filing electronically, you can save your form to edit it at a later time. With the exception of the HCP Number, all fields are editable.

A separate Form 468 must be submitted for each telecommunications carrier and each service ordered. For example, if you are one of multiple carriers providing a T1 line, each of the involved carriers must submit a Form 468. If you are providing a HCP with multiple services of different types (e.g., ATM and ISDN line), a Form 468 must be submitted for each different service. If there is confusion about the number of Form 468s that should be submitted, contact the Customer Service Support Center at 1-800-229-5476 for clarification.

Block 1: Health Care Provider Information

Items 1 through 4 must match the HCP's Form 465.

  1. Check the 1999 box. The 1999 Funding Year begins on July 1, 1999 and ends on June 30, 2000. Currently, the RHCD is not accepting applications for Funding Year 2000.
  2. Enter your customer's HCP Number. You can find the number on the HCP's Form 465 or you may contact your customer (i.e., the HCP) for this number.
  3. Enter the HCP Name. The name must match the name provided on Form 465.
  4. Enter the HCP Federal EIN. It is a nine-digit number that follows this convention: 12-3456789. The number must match the number provided on Form 465. You can find the number on the HCP's Form 465 or you may contact your customer (i.e., the HCP) for this number.

Block 2: Telecommunications Carrier Information

  1. Enter the name of the telecommunications carrier with whom the HCP contracted for supported services. Write the complete name - do not abbreviate.
  2. Enter the telecommunications carrier's Service Provider Identification Number (SPIN). If the carrier is a subsidiary or division of another carrier, make sure the SPIN for the contracted carrier is entered. The SPIN is a nine-digit number that begins with 143.
  3. Enter the telecommunications carrier's street address.
  4. If necessary, use this line for additional street address information.
  5. Enter the city that corresponds to the carrier's street address in item 7.
  6. Enter the state that corresponds to the carrier's city in item 9.
  7. Enter the ZIP code that corresponds to the carrier's city and state in items 9 and 10.

Block 3: Telecommunications Carrier Invoicing Information

After a HCP is approved to receieve support, telecommunications carriers will provide support on the HCP's telecommunications bill and invoice RHCD for the amount credited. Enter your company's contact information for the invoicing process in Block 3.
  1. Enter the telecommunications carrier's point of contact for Universal Service Fund (i.e., RHCD) invoicing.
  2. Enter the phone number for the contact person listed in item 12. Remember to include the area code.
  3. Enter the invoicing contact person's e-mail address, if applicable.
  4. Enter the invoicing contact person's street address if different from item 7.
  5. Enter the invoicing contact person's street address if different from item 8.
  6. Enter the invoicing contact person's city if different from item 9.
  7. Enter the invoicing contact person's state if different from item 10.
  8. Enter the invoicing contact person's ZIP code if different from item 11.
  9. Enter the contract or tariff number (whichever one applies) for the service provided to the HCP listed in item 3. Enter "n/a" if the HCP is only requesting support for toll or long distance charges to access the Internet, and there isn't a contract or tariff number. Proceed to Block 4.

Block 4: Internet Access Support

  1. Check "yes" if support for providing toll-free Internet access to a HCP is requested. Check "no" if Internet access support is not requested. If "yes", proceed to Block 7.

Block 5: Bill Circuit Information

  1. Choose only one box - "single bill circuit" or "multiple bill circuit". If more than one carrier is required to complete a circuit, and each carrier bills the HCP separately, select "multiple bill circuit". If "single bill circuit", proceed to Block 6. If "multiple bill circuit", complete the fields in item 23.
  2. List the names and SPINs of all the telecommunications carriers who provide a portion of the HCP's circuit.

Block 6: Calculation of Rates

The RHCD recommends that telecommunications carriers use the Form 468 Worksheet to calculate rates. If the carrier cannot access the Worksheet, it can use the Form 468 Worksheet "EZ" Step-by-Step Instructions to calculate the required rates. Clearly labeled back-up calculations must be attached, regardless of the method used.

  1. Enter the Per Location Funding Limit (PLFL). The PLFL is the maximum amount of support an HCP may receive during the funding year. It is equal to the support for a point to point T1/1.544 Mbps circuit over the Maximum Allowable Distance (calculated and posted on Form 465). The PLFL must be calculated if a service other than a T1 is requested. The Form 468 Worksheet calculates the PLFL. Review the Form 468 official OMB instructions for more information.
  2. Enter the type of service provided or to be provided to the HCP named in item 4.
  3. Enter the quantity of the service listed in item 25.
  4. Enter the circuit distance for the service named in item 25. The circuit distance is the total distance, in miles, for the circuit. The circuit distance starts and ends at the first and last point mileage charges are incurred.
  5. Enter the Billing Telephone Number (BTN) for the service listed in item 25. This is an optional field.

Items 29 through 32 require the telecommunications carrier to enter the estimated support amounts. The Form 468 Worksheet includes all four items.

  1. Enter the estimated non-recurring support amount. "Non-recurring" indicates a one-time charge such as service installation. The support amount is equal to the difference between the rural rate (amount the HCP is charged) and the urban rate. Review the Form 468 official OMB instructions for more information.
  2. Enter the number of months the service will be effective during the 1999 funding year. Round up to whole months.
  3. Enter the estimated monthly recurring support amount. The support amount is equal to the difference between the rural rate (amount the HCP is charged) and the urban rate. Review the Form 468 official OMB instructions for more information
  4. Enter the estimated support for the 1999 funding year. Use this formula: item 29 + (item 30 x item 31).

Block 7: Certification Statement

  1. Read both statements and check only one box.
  2. Read this statement and check this box only if the HCP is a member of a consortium
  3. Read this statement and check the box.
  4. Sign Form 468. You must submit an original signature - not a photocopied signature - to RHCD.
  5. Date Form 468.
  6. Print your name.
  7. Print your title or position.

If you are completing Form 468 electronically, submit the form, print it out, sign, date, and mail the form, along with your Form 468 Worksheet or rate calculations to the HCP. The HCP is responsible for forwarding all Form 466 and Form 468 documentation to the RHCD.


Need help? Please call our Customer Service Support Center at 1-800-229-5476.
Our hours of operation are 8AM to 8PM, Eastern Time, Monday through Friday.

 

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