Optional Form 471 Block 4 and Item 21 Templates Available

January 21, 2015

As you know, there is a new online Form 471 format this year, in addition to several new questions and data requirements.  USAC has released two sets of templates — Block 4 discount calculations and Block 5 Item 21s — as a way to help certain applicants complete the new form.  However, please know that these templates are optional.  Using the Block 4 template makes sense for large applicants with many buildings or entities.  Using the Block 5 Item 21 templates makes sense for entities applying for Category 2 for have many pieces of equipment.  Other than these two scenarios, I think that simply inserting data directly into the online Form 471 will be easier for most applicants rather than completing the templates (that contain macros and can be sensitive beasts).

For entities that would like to use the templates, they are available at:

BLOCK 4 Discount Calculations:

BLOCK 5 Funding Requests:

If you decide to use the templates and are having technical difficulties, please call USAC’s Client Services Bureau at 888-203-8100.

– Julie

Julie Tritt Schell

PA E-rate Coordinator

717-730-7133 – o
717-730-9060 – f


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