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Keeping on Track
Notices and Tasks for the Current Funding Year:
FY2016 (7/1/16-6/30/17)
E-Rate Step 6: Filing for a Refund
  • FY2016File a Form 498 in EPC in preparation for receiving FY2016 reimbursements via direct deposit
     Note: a new form is not required for FY2016 if you filed one for FY2015 and have an approved 498 ID
    Resource: [PDF]Form 498 How to Guide
    Constraints: you cannot file a BEAR form for FY2016 until this form has been filed
    Deadline: before first FY2016 BEAR
  • FY2016File BEARs for reimbursements for FY2016 products and services
    Resource: [PDF]Form 472 BEAR How to Guide
    Constraints: cannot be filed until both a Form 486 and a Form 498 are filed
    Deadline: October 28, 2017

Notices and Tasks for the Next Funding Year:
FY2017 (7/1/17-6/30/18)
E-Rate Step 4: Funding Approval

Notices and Tasks for the Following Funding Year:
FY2018 (7/1/18-6/30/19)
E-Rate Step 1: Making a Plan
  • FY2018Make a plan and choose products and services for which you will seek E-Rate funding for the next
     funding year
  • FY2018File a Form 470 in EPC to identify desired products and services
    Resource: UPDATED[PDF]FY2018 Form 470 How to Guide
    Deadline: deadline TBD once FY2018 Form 471 Filing Window has been announced