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

2. Applying for Nonprofit through PostalOne! 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

3. 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. Applying for Nonprofit through PostalOne! 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 for Nonprofit through PostalOne! 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 for Nonprofit through PostalOne! 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. Applying for Nonprofit through PostalOne! 7 Access Business Customer Gateway at https://gateway.usps.com

8. Applying for Nonprofit through PostalOne! 8 Select Postal Wizard

9. Applying for Nonprofit through PostalOne! 9 Select Online Customer Service Form

10. Applying for Nonprofit through PostalOne! 10 Enter ZIP Code where you would like to mail

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

12. Applying for Nonprofit through PostalOne! 12 Complete the online application

13. Applying for Nonprofit through PostalOne! 13 Type of Organization  See DMM 703.1 for eligible organizations and examples of those that are not eligible

14. Applying for Nonprofit through PostalOne! 14 Questions about eligibility

15. Applying for Nonprofit through PostalOne! 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. Applying for Nonprofit through PostalOne! 16

17. Applying for Nonprofit through PostalOne! 17 Certification  Must be a responsible official of organization

18. Applying for Nonprofit through PostalOne! 18 Review information and submit

19. Applying for Nonprofit through PostalOne! 19 Confirmation of application  Provides application number/becomes authorization  Address to mail hard copy supporting documentation  e-mail confirmation of submission to PCSC

20. Applying for Nonprofit through PostalOne! 20 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

21. Applying for Nonprofit through PostalOne! 21 Select Online Customer Service Form

22. Applying for Nonprofit through PostalOne! 22 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

23. Applying for Nonprofit through PostalOne! 23 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

24. Applying for Nonprofit through PostalOne! 24 Nonprofit database change request  PS Form 6015  Check the fields you would like to change

25. Applying for Nonprofit through PostalOne! 25 Make changes you would like to update

26. Applying for Nonprofit through PostalOne! 26 Name changes require supporting documentation

27. Applying for Nonprofit through PostalOne! 27 Upload electronic evidence of name change Request is submitted to PCSC

28. Applying for Nonprofit through PostalOne! 28 Hard copy evidence of name change Mail supporting documents to PCSC

29. Applying for Nonprofit through PostalOne! 29 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

30. Applying for Nonprofit through PostalOne! 30 RIBBS http://ribbs.usps.gov/http://ribbs.usps.gov/ Locators & Lookups

31. Applying for Nonprofit through PostalOne! 31 Resources available to you Postal Explorer (DMM and Pub 417) pe.usps.com DMM Advisory dmmadvisory@usps.com MailPro usps.com/mailpro Pricing and Classification Service Center pcsc@usps.gov