# How to Set Up USAC E-File Access and Delegate to a Consultant

Step-by-step guide to creating your USAC E-File account and granting filing permissions to Performance West so we can file your 499-A and 499-Q on your behalf.

When to complete: Before your 499-A filing. You must grant delegate access so Performance West can file on your behalf.

## Step 1: Go to USAC E-File

Navigate to forms.universalservice.org and either register for a new account or log in with your existing credentials.

Screenshot: USAC E-File homepage

## Step 2: Navigate to Manage Users

Once logged in, go to your account settings and find the "Manage Users" section. This is where you control who has access to file forms on behalf of your company.

Screenshot: Manage Users navigation

## Step 3: Click "Add User"

Click the "Add User" button to begin adding a delegate. This allows you to grant filing permissions to an outside consultant without sharing your own login credentials.

Screenshot: Add User button

## Step 4: Enter Performance West Email

In the email field, enter filings@performancewest.net. This is the account our compliance team uses for all USAC filings.

Screenshot: Email entry field

## Step 5: Assign Filing Permissions

Grant full filing permissions so we can prepare, review, and submit forms on your behalf. At minimum, enable permissions for Form 499-A and Form 499-Q. We recommend granting all available form permissions for comprehensive compliance management.

Screenshot: Permission checkboxes

## Step 6: Save and Confirm

Click Save to finalize the delegate access. The system will send a confirmation to both your email and the delegate email.

Screenshot: Save confirmation

## Step 7: Notify Performance West

Send a quick email to filings@performancewest.net confirming that delegate access has been granted. Include your company name and 499 Filer ID so we can locate your account and begin filing.

Screenshot: Notification email example

### Common mistakes to avoid

- Not granting the correct permission level — we need full filing access, not read-only, to submit forms on your behalf
- Forgetting to notify Performance West — we won't know access has been granted unless you tell us
- Using the wrong email address — make sure to add filings@performancewest.net exactly as shown

### Ready to get started?

Once you've granted delegate access, we'll take it from here. Order your 499-A filing below.

Start 499-A Filing

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