Before submitting any E-Rate form, save a complete copy for your records, including the final confirmation page.
Why this matters:
USAC and auditors may request documentation years after submission. Having a complete copy helps verify what was submitted and protects you if questions arise.
Best practice:
Save a PDF of the submitted form
Include the confirmation number and submission date
Retain all records for at least 10 years
Organize files by funding year and applicant in a dedicated E-Rate folder
Store documents securely and with backups