Finance

REVISED FORM

PS Form 3533, Application for Refund of Fees, Products, and Withdrawal of Customer Accounts

Effective November 9, 2006, Post OfficesTM and postal retail units must begin using the November 2006 version of PS Form 3533, re-titled, Application for Refund of Fees, Products, and Withdrawal of Customer Accounts. Previous versions are obsolete and must be disposed of properly. PS Form 3533 (November 2006 version) is designed to be compatible with high-speed scanners used at the Scanning and Imaging Center and still allow users to print each letter of the required information in each block.

What Changed on PS Form 3533?

Part 1 - Application (Customer complete and submit to local Post Office for processing)

Changes to this part are as follows:

1. Added an Attention block for a name other than customer or company name.

2. Extended the blocks for the mailing address.

3. Extended the blocks for Customer Account No. or Postage Meter No.

4. Updated the Privacy Act statement.

5. In the Request Disbursement For section:

a. Labeled which disbursements are issued locally.

b. Revised the Value Added Services checkbox to include the customer's tax identification number (TIN).

Part 2 - Verification of Disbursements (This area is for Official use only)

Changes to this part are as follows:

1. Added blocks in which to put the telephone number of the Post Office verifying the disbursement.

2. Added blocks in which to print the contact name of the certifying employee and witness.

Part 5 - Disbursements for Refunds (Issued Locally)

We revised all steps in this part to read as follows:

1. Postal ServiceTM official and witness must verify this claim and enter the approved amount in the "Approved Amount of Disbursement."

2. Certifying Postal Service official and witness are required to print and sign as authorization for payment or withdrawal of trust account.

3. Ensure the proper accounting entries are performed on PS Form 1412.

4. For cash refund issued, obtain payee's signature below. For money order refund issued enter the money order serial number below.

5. Do not submit PS Form 3533 to Scanning and Imaging Center if a refund is issued locally.

Part 6 - Disbursements Processed by the Accounting Service Center (ASC)

We revised all steps in this part to read as follows:

1. Postal Service official and witness must verify this claim and enter the approved amount in the "Approved Amount of Disbursement."

2. Certifying Postal Service official and witness are required to print and sign as authorization for payment or withdrawal of trust account.

3. Ensure the proper accounting entries are performed:

a. If this is a refund, use the appropriate account identifier code (AIC) for the refund. (See "Request Disbursement For" section).

b. If this is a withdrawal from an advance deposit account, use the appropriate AIC 453 for BRM/Postage Due or AIC 470 for permit.

c. Ensure the offset to AIC 280, Disbursement Sent to ASC, is performed either in PS Form 1412 or PostalOne!® system.

d. Attach the supporting AIC 280 documentation (PS Form 3544 or 3533-X) to the PS Form 3533.

e. Submit PS Form 3533 with attached AIC 280 supporting documentation to the USPS Scanning and Imaging Center.

f. Customer will receive the payment from USPS.

How Do I Obtain Copies of PS Form 3533?

Online

PS Form 3533 is available on the Postal Service Intranet:

• Go to http://blue.usps.gov.

• Under "Essential Links" in the left-hand column, click on Forms.

• Browse forms by number, and click on 3000-3999.

• Click on the PDF icon for PS Form 3533.

From the MDC

PS Form 3533 is available from the Material Distribution Center (MDC) by using touch tone order entry (TTOE): Call 800-273-1509.

Note: You must be registered to use TTOE. To register, call 800-332-0317, option 1, extension 2925, and follow the prompts to leave a message. (Wait 48 hours after registering before placing your first order.)

Use the following information to order PS Form 3533:

PSN: PS3533
PSIN: 7530-01-000-9932
Unit of Measure: SH
Minimum Order Quantity: 100
Quick Pick Number: 173
Bulk Pack Quantity: 4,000
Price: $0.0202

In this Bulletin

This form appears on pages 6 and 7 of this Postal Bulletin.

— Revenue and Field Accounting,
Finance, 11-9-06