Multi-Association Group (MAG) Plan for Regulation of Interstate Services of Non-Price Cap Incumbent LECs and Interexchange Carriers, FCC Forms 507, 508, and 509

Instructions for Completing FCC Form 508
Interstate Common Line Support Mechanism Projected Annual Common Line Revenue Requirement Form

FCC Form 508
OMB Control No. 3060-0972
Estimated Average Burden Hours Per Response: 1.60 Hours

Instructions for Completing
Interstate Common Line Support Mechanism
Projected Annual Common Line Requirement Form
FCC Form 508
*****
NOTICE: Section 54.903(a)(1) of the Federal Communications Commission's rules requires each rate-of-return incumbent
telecommunications carrier to provide information needed to calculate the Projected Annual Common Line Revenue
Requirement for each of its study areas in the upcoming funding year to USAC, the universal service Administrator. This
information must be submitted on March 31st of each year, in order for the carrier to be eligible to receive Interstate
Common Line Support. This collection of information stems from the Commission's authority under Section 254 of the
Communications Act of 1934, as amended, 47 U.S.C. §254. The data in the form will be used to calculate the amount of
support, if any, that each reporting carrier is eligible to receive from the Interstate Common Line Support Mechanism.
We have estimated that each response to this collection of information will take, on average, 1.60 hours. Our estimate
includes the time to read the instructions, look through existing records, gather and maintain the required data, and actually
complete and review the form or response. If you have any comments on this estimate, or how we can improve the
collection and reduce the burden it causes you, please write to the Federal Communications Commission, AMD-PERM,
Paperwork Reduction Project (3060-0972), Washington, D.C. 20554. We also will accept your comments via the Internet
if you send them to [email protected]. Please DO NOT SEND COMPLETED DATA COLLECTION FORMS
TO THIS ADDRESS.
Remember -- You are not required to respond to a collection of information sponsored by the Federal government, and the
government may not conduct or sponsor this collection, unless it displays a currently valid Office of Management and
Budget (OMB) control number. This collection has been assigned an OMB control number of 3060-0972.
The Commission is authorized under the Communications Act of 1934, as amended, to collect the information we
request in this form. We will use the information that you provide to determine Interstate Common Line Support
amounts. If we believe there may be a violation or potential violation of a statute or a Commission regulation, rule, or
order, your form may be referred to the Federal, state, or local agency responsible for investigating, prosecuting,
enforcing, or implementing the statute, rule, regulation, or order. In certain cases, the information in your form may be
disclosed to the Department of Justice, court, or other adjudicative body when (a) the Commission; (b) any employee of
the Commission; or (c) the United States government, is a party to a proceeding before the body or has an interest in the
proceeding. In addition, information provided in or submitted with this form or in response to subsequent inquiries may
also be subject to disclosure consistent with the Communications Act of 1934, FCC regulations, the Freedom of
Information Act, 5 U.S.C. § 552, or other applicable law. Confidential treatment of the filed data may be requested in
the cover letter by following the procedures set forth in Section 0.459 of the Commission’s rules, 47 C.F.R. § 0.459.
If you do not provide the information we request on this form, you are not eligible to receive support under the Interstate
Common Line Support Mechanism, 47.C.F.R. § 54.903.
The foregoing Notice is required by the Paperwork Reduction Act of 1995, P.L. No. 104-13, 44 U.S.C. § 3501, et seq.

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Instructions for Completing FCC Form 508
Interstate Common Line Support Mechanism Projected Annual Common Line Revenue Requirement Form

Specific Instructions

I.

Introduction and Background.

In the MAG Order (FCC 01-304), the Federal Communications Commission (FCC) modified its
rules to reform the interstate access charge and universal service support system for incumbent local
exchange carriers (LECs) subject to rate-of-return regulation. Pursuant to 47 C.F.R. Sections
54.901-54.904, the FCC established the Interstate Common Line Support (ICLS) Mechanism with
an implementation date of July 1, 2002. The FCC appointed the Universal Service Administrative
Company (USAC) as Administrator of this universal service support mechanism.
II.

The Carrier or the Carrier’s Agent May File This Form.

You may choose to complete FCC Form 508 and submit it to USAC. Alternatively, you may
choose to designate an agent to file FCC Form 508 on your behalf. Please note that, if you choose
to designate an agent to complete and submit FCC Form 508 on your behalf, an authorized officer
or employee of your company must advise USAC of the identity of your agent and certify that the
projected annual cost and revenue information provided to your authorized agent is accurate to the
best of his/her knowledge. Your authorized agent must: (1) certify that he/she is authorized to
submit the information on behalf of the reporting carrier; (2) certify that the projected annual cost
and revenue requirement information provided on the form is based on data received from the
reporting carrier; (3) certify that the information on the form is accurate to the best of the agent’s
knowledge; and (4) provide copies of the projected annual common line revenue requirement filing
to the reporting carrier within 15 days. Specific instructions for complying with these steps are set
forth below in Section VI. Certifications.
III.

When Must Each Rate-of-Return Incumbent Carrier File FCC Form 508, Projected Annual
Common Line Revenue Requirement Form?

On March 31, 2003, and on that date each year thereafter, each rate-of-return incumbent carrier
must file a projected annual common line requirement form setting forth its projections for the
upcoming period, July 1 through June 30. 47 C.F.R. Section 54.903(a)(3).
IV.

Corrections to Projected Annual Common Line Revenue Requirement Information

Carriers are permitted to submit a correction to their March 31 projected carrier common line
revenue requirements and supporting data until June 30 for the upcoming funding year.
Additionally, on June 30, carriers are permitted to submit an update to the projected data for the
funding year ending on that date. Permitting these revisions to projected data for current and
upcoming ICLS funding years will mitigate the lag between projected and actual data filings and
give carriers more meaningful opportunities to revise projections to adjust ICLS where necessary.
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Instructions for Completing FCC Form 508
Interstate Common Line Support Mechanism Projected Annual Common Line Revenue Requirement Form

After the June 30 correction deadline each year, any corrections to projected common line revenue
requirement and supporting data shall be made in the form of true-ups, using actual cost and
revenue data that a carrier must report in FCC Form 509, Annual Common Line Actual Cost Data
Collection Form.
V.

Specific Instructions for Completing This Form.
A.

Projected Annual Common Line Revenue Requirement Worksheet.
You should complete this worksheet in order to submit your projected annual
common line revenue requirement information that is due on March 31 of each year.

B.

Corrections to Projected Annual Common Line Revenue Requirement Worksheet.
You should complete this worksheet in order to submit any corrections to the
projected annual common line revenue requirement information that you were
required to submit on March 31 of the same year. Please complete the entire
corrections worksheet with the projected annual common line revenue requirement
information.

Block 1 - Contact Information.
Row 1, Carrier Study Area Code: Provide your six-digit numerical code assigned by the National
Exchange Carrier Association (NECA) for the study area in which you serve.
Row 2, Carrier Study Area Name: Provide the standard name that you use to identify your study
area.
Row 3, Service Provider Identification Number: Provide the nine-digit Service Provider
Identification Number (SPIN) that USAC has assigned to you. If you do not know your SPIN,
please contact the HCLI Customer Service Center for assistance. Contact information for the HCLI
Customer Service Center can be found in Section IX. of these instructions.
Row 4, Data Period: Provide the month, day, and year of the start date and end date for the period
for which you have reported information in this form. The first ICLS funding period for which this
form must be completed runs from July 1, 2003 through June 30, 2004 and each year thereafter.
For example, you would enter 07/01/2003 - 6/30/2004 for the projected annual common line
revenue requirement that you report when you first complete this form.
Row 5, Submission Date: Provide the month, day, and year of the submission date of the form. The
initial submission of the projected annual common line revenue requirement information is due on
March 31, 2003 and on that date each year thereafter.
If you are submitting a correction to your initial submission, complete the worksheet labeled
“Corrections”. The submission date should be the date of submission of the corrected projected
annual common line revenue requirement information.
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Instructions for Completing FCC Form 508
Interstate Common Line Support Mechanism Projected Annual Common Line Revenue Requirement Form

Row 6, Contact Name: Provide the name of the person that USAC should contact to discuss any
questions concerning the information that you submitted in this form.
Row 7, Contact Telephone Number: Provide the telephone number (including area code) of the
person that you identified in Row 6.
Row 8, Contact E-Mail Address: Provide the e-mail address of the person that you identified in
Row 6.
Block 2-Projected Annual Common Line Requirement by Study Area.
Row 9, Projected Annual Common Line Requirement: Provide your projected annual common line
requirement in dollars, as defined in Part 69 of the FCC’s rules, for the reporting period.
Row 10, SLC Revenues: Provide your projected amount of Subscriber Line Charge (SLC) revenues
in dollars for the reporting period. 47 C.F.R. Sections 69.104(n), 69.104(o) and 69.104(p).
Row 11, Special Access Surcharge Revenues: Provide your total projected amount of special access
surcharge revenues in dollars for the reporting period. 47 C.F.R. Section 69.115.
Row 12, Line Port Costs In Excess Of Basic Analog Service: Provide your total projected amount
of line port costs in excess of basic analog service revenue in dollars for the reporting period. 47
C.F.R. Section 69.130.
Row 13, Long Term Support Revenues: Provide your projected amount of Long Term Support
(LTS) in dollars for the reporting period. 47 C.F.R. Section 54.303(b)
VI.

Certifications.

You must submit certifications with the signature of an authorized person with the FCC Form 508.
If you are filing FCC Form 508 on your own behalf, you must complete the reporting carrier
certification page. If you are authorizing an agent to file FCC Form 508 on your behalf, on the
other hand, you must complete the top portion of the agent certification page. Once you have
completed the top portion of the agent certification page, your authorized agent must complete the
bottom portion of the agent certification page.
Carriers submitting FCC Form 508 on their own behalf. If you are filing FCC Form 508 on your
own behalf, an authorized officer or employee of your company must complete the reporting carrier
certification page of FCC Form 508. By completing the reporting carrier certification page, the
officer or employee of the reporting carrier is certifying that: (1) he/she is an officer or an employee
of the reporting carrier; (2) his/her responsibilities include ensuring the accuracy of the projected
cost and revenue information reported on the form; and (3) the information reported on the form is
accurate to the best of his/her knowledge. The certification must be signed by an authorized officer
or employee of the company and must be submitted to USAC along with the projected annual
common line revenue requirement information.
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Instructions for Completing FCC Form 508
Interstate Common Line Support Mechanism Projected Annual Common Line Revenue Requirement Form

Carriers authorizing an agent to file FCC Form 508 on their behalf. If you are authorizing an agent
to file FCC Form 508 on your behalf, you, as the reporting carrier, must complete the top portion of
the agent certification page of FCC Form 508. By completing the agent authorization section, the
officer or employee of your company is certifying that: (1) the agent identified on the agent
certification is authorized to submit the projected annual cost and revenue information to USAC on
your behalf; (2) he/she is an officer or employee of the reporting carrier; (3) his/her responsibilities
include ensuring the accuracy of the projected annual cost and revenue requirement information
provided to the authorized agent; and (4) the projected annual cost and revenue information
provided to the authorized agent is accurate to the best of his/her knowledge. The certification must
be signed by an authorized officer or employee of the company. You will then provide the
certification with the signature of the authorized person to your authorized agent.
Your authorized agent is responsible for completing the bottom portion of the agent certification
page of FCC Form 508. By completing the agent certification section, the authorized agent is
certifying that: (1) he/she is authorized to submit the information on your behalf; (2) the projected
annual cost and revenue information provided on the form is based on data received from you (the
reporting carrier); (3) the information provided on the form is accurate to the best of the agent’s
knowledge; and (4) the authorized agent will provide copies of the projected annual common line
revenue requirement filing to you within 15 days. The certification must be signed by the
authorized agent or an employee of the authorized agent.
Certifications with the signatures of the authorized persons, as well as all of the information
requested on the worksheet of FCC Form 508 for all incumbent rate-of-return carriers, must be
received by USAC in accordance with the filing dates on page 2 of these instructions. Please
remember that, if the form is submitted electronically on CD or computer disk in Excel 97 or
above, the certifications with the signatures of the authorized persons still must be received by
USAC by the due dates.
VII.

Request for Confidential Treatment of Filed Data.

You may request confidential treatment of some or all of the data filed to qualify for ICLS by
making such a request in your cover letter transmittal of your FCC Form 508 and by complying
with the requirements set forth in 47 C.F.R. Section 0.459.
VIII.

Where to File Completed Forms.

You are encouraged to submit the form electronically on CD or computer disk in Excel 97 or
above. The form must be received at the address listed below by the due date. If you are
unable to submit the completed form in electronic format, please submit your paper copies to
the same address.
U.S. Mail, Overnight, or Expedited Mail/Courier Services:
USAC
444 Hoes Lane
RRC 4A1060
Piscataway, NJ
(877)-877-4925
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Instructions for Completing FCC Form 508
Interstate Common Line Support Mechanism Projected Annual Common Line Revenue Requirement Form

IX.

If You Have Questions.

Please consult the USAC web site, www.universalservice.org/hc, for important information and
updates.
You may submit questions via e-mail to [email protected].
You may telephone USAC’s HCLI Customer Service Center at (877) 877-4925 (toll-free).
You may fax your questions to USAC’s HCLI Customer Service Center at (866) 873 (USF)-4695
(toll free).
When submitting any inquiry to USAC’s HCLI Customer Service Center, whether by telephone,
e-mail, or fax, please provide the name of the person submitting the inquiry and the company on
whose behalf the inquiry is submitted, the person’s telephone number, e-mail address, and fax
number, and please describe your inquiry as specifically as possible.

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