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(Insert name of PCC)

Applying for Nonprofit Mailing Privileges Using PostalOne!. (Insert name of PCC). Agenda. Nonprofit Mailing Privileges Basic Eligibility Nonprofit System in PostalOne! Application – PS Form 3624 Confirmation – PS Form 3623 Change to record – PS Form 6015 Questions.

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(Insert name of PCC)

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  1. Applying for Nonprofit Mailing Privileges Using PostalOne! (Insert name of PCC)

  2. Agenda • Nonprofit Mailing Privileges • Basic Eligibility • Nonprofit System in PostalOne! • Application – PS Form 3624 • Confirmation – PS Form 3623 • Change to record – PS Form 6015 • Questions Applying for Nonprofit through PostalOne!

  3. Nonprofit Mailing Privileges • Available to authorized eligible organizations • Discounted Standard Mail • Domestic Mail Manual (DMM) 703.1 • Publication 417 – Nonprofit Standard Mail Eligibility • Tax exempt does not mean USPS authorized • Requires valid Standard Mail Permit in each mailing location

  4. Eligible Organizations • DMM Section 703.1.2 • Religious • Educational • Scientific • Philanthropic • Agricultural • Labor • Veteran’s • Fraternal • Qualified Political Committee • Voter Registration Official

  5. Applying through PostalOne! • New Nonprofit system September 2008 • One National Authorization Number valid at any USPS mailing location • No need for Additional Entry Authorization number (formerly requested with PS Form 3623) • No need to apply in person, but you still can • Online forms available to organizations • PS Form 3624 - Application • PS Form 3623 - Confirmation • PS Form 6015 - Change to information

  6. Applying through PostalOne! • Electronic filing speeds up approval process • Electronic or hard copy documentation • Access through Business Customer Gateway • Must have a valid account, or sign up for one • Contact local Manager, Business Mail Entry office for assistance PostalOne! Help Desk (800) 522-9085

  7. Access Business Customer Gateway athttps://gateway.usps.com

  8. Select Postal Wizard

  9. Select Online Customer Service Form

  10. Enter ZIP Code where you would like to mail

  11. If it is not a Postmaster Office, you will need to access the BME locator for the correct ZIP Code

  12. Complete the online application

  13. Type of Organization • See DMM 703.1 for eligible organizations and examples of those that are not eligible

  14. Questions about eligibility

  15. Supporting Documentation • Must provide supporting documentation • Evidence of nonprofit status • IRS letter, Financial Audit • Description of nonprofit organization’s purpose • Articles of incorporation, Charter, etc. • Evidence of operation – two types • Bulletins, meeting minutes, brochures, etc. • Hard copy or electronic submission • PDF, DOC, XLS, RTF, MAX, JPG, etc. • Max size 5 MB

  16. Certification • Must be a responsible official of organization

  17. Review information and submit

  18. Confirmation of application • Provides application number/becomes authorization • Address to mail hard copy supporting documentation • e-mail confirmation of submission to PCSC

  19. Other forms available in PostalOne! • PS 3623 Request for Confirmation of Authorization • Confirmation to mail at non-PostalOne! Office • PS 6015 Nonprofit Database Change Request • Name Change • Contact information change

  20. Select Online Customer Service Form

  21. Select an Application/Authorization Number Enter the ZIP Code of the post office or business mail entry unit at which you wish to apply to mail Confirmation of authorization - Form 3623

  22. Confirmation of authorization to mail • If location is a PostalOne! site, no further action is needed • If location is NOT a PostalOne! • Indicate mailing date • Check information and certify • Confirmation letter is sent to local office • e-mail confirmation to organization

  23. Nonprofit database change request • PS Form 6015 • Check the fields you would like to change

  24. Make changes you would like to update

  25. Name changes require supporting documentation

  26. Upload electronic evidence of name change Request is submitted to PCSC

  27. Hard copy evidence of name change Mail supporting documents to PCSC

  28. Summary • Applying for nonprofit mailing privileges through PostalOne! is easy and convenient • Can file electronic or hardcopy documentation • Speeds up review and approval process • Online forms available to organizations • PS Form 3624 – Application • PS Form 3623 – Confirmation • PS Form 6015 – Change to information

  29. RIBBS http://ribbs.usps.gov/ • Locators & Lookups

  30. Resources available to you Postal Explorer (DMM and Pub 417)pe.usps.com DMM Advisorydmmadvisory@usps.com MailProusps.com/mailpro Pricing and Classification Service Center pcsc@usps.gov

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