Form 471 Interview Filing Guide
The Form 471 Interview interface was developed as an alternate way to file
the Form 471 online for applicants with relatively simple applications. This
interface guides applicants through the process of filling out the Form 471
using a series of questions. The system will only ask the questions that are
necessary to complete the form based on the application type and other information
provided by the applicant. For detailed information on how to fill out the
Form 471, please refer to the Form 471 Instructions
posted in the SL Forms section of this web site. We suggest you have printed
copies of the form and instructions available as you answer the interview questions.
They may be helpful in understanding the questions. (To assist you, the interview
question screens have headers that correspond to the headers on the paper form.)
You can also call the SLD Client Service Bureau at 1-888-203-8100.
Please keep the following points in mind when using the Form 471 Interview:
- This interface is designed for individual schools, school districts with
fewer than 25 schools, individual libraries, and library systems with fewer
than 25 outlets/branches. If you are a consortium, or if you do not fit into
the above categories, please do not use this interface.
- If you are filing for a school or school district, you must have the appropriate
student counts for National School Lunch Program participation or eligibility
(or the equivalent figures using an alternative discount mechanism). If you
are filing for a library, each outlet/branch must have or be able to determine
its E-rate discount using urban/rural status, the NSLP participation or eligibility
percentage of the school district in which it is located, and the Discount
Matrix posted in the Reference Area of this web site.
- You cannot use this interface if you are applying for discounts for either
administration buildings or buildings under construction.
- Use only the navigation buttons provided on the question screens to navigate
between screens. Use your mouse to move to fields and buttons within a screen.
(NOTE: You CAN use your browser’s “Print” function or keyboard “PrintScreen”
key to print the question screen with your Form 471 Application Number and
- Sometimes your screen will “blink” after you enter data and the system then
processes your entry. You may also have to click a navigation button twice
to advance to the next screen if you received an error message for a field
and then re-entered information for that field.
- This interface is designed specifically for relatively simple applications
that can be completed in one session, although you can save your work and
exit without completing the form (see below). Therefore, some information
cannot be changed after it is entered and saved in the system, and the ability
to move backward from screen to screen is limited.
- This interface will save your work at the end of each section (a “Block”
on the paper form). The system generates a Form 471 Application Number and
Security Code after you complete the name and address information. You can
save and exit the form at any point after you receive your Form 471 Application
Number and Security Code, and return later through either the interview approach
(with the “Interview” button) or the traditional form data entry (with the
“Continue Incomplete” button) to continue and complete your form.
- At any time after receiving your Form 471 Application Number and Security
Code, you can view your form by clicking the Form 471 “Display” button in
the Apply Online/View Forms area of this web site
and entering your Form 471 Application Number.
- When you have completed your form, please be sure to review your work and
print a copy of the form for your records before you submit the form by clicking
the “Submit” button.
- After you click the “Submit” button, you must either certify your form online
if you have a User ID and PIN or certify your form on paper. The certification
screen contains information on both methods.
- Before your Form 471 can be processed, we will need your Item 21 attachment(s).
Send these in with your paper certification or in a separate package. Include
your Form 471 Application Number, your Billed Entity Number, and the number(s)
you assigned to your Item 21 attachment(s). Other options for submitting
these attachments are listed on the question screen where you report your
Item 21 attachment number(s).
Please remember that the deadline for submitting your Form 471 for Funding
Year 2003 is February 6, 2003 at 11:59 PM EST, although we encourage you to
submit your form as early as possible.
Content Last Modified: May 2, 2003