A broker or agent is a third party who submits a Move Update service request to an NCOALink licensee for a client. The broker/agent receives the updated address files from the NCOALink licensee and returns the address files to the client. A list administrator performs all address list management functions for a client. The list administrator differs from a broker/agent because, unlike a broker/agent, the list administrator does not return updated address files to the client. To add a broker/agent or list administrator:
- Select Tools > Options > NCOA/Link. Click the NCOA Broker/Agent/List Admin tab.
- Click Add. The Broker/Agent/List Administrator Properties dialog box displays. Complete the following fields to add a Broker/Agent or List Administrator.
| Field Name | Description | Comments |
|---|---|---|
| Broker/Agent | To add a broker/agent, click Broker/Agent. | |
| List Administrator | To add a list administrator, click List Administrator. | |
| ID | Type six alphanumeric characters for the unique broker/agent or list administrator ID. The company ID must be unique. | Required |
| Company Name | Type up to 30 alphanumeric characters for the company name. The company name must be unique. | Required |
| Address | Type up to 50 alphanumeric characters for the address. | Required |
| City | Type up to 28 alphanumeric characters for the city name. | Required |
| State | Select the state for the broker/agent or list administrator. | Required |
| ZIP | Type the ZIP Code for the broker/agent or list administrator. | Required |
| ZIP + 4 | Type the ZIP + 4 Code for the broker/agent or list administrator. | Required |
| Telephone Number | Type the 10-character telephone number (without hyphens or punctuation) for the broker/agent or list administrator. | Required |
| NAICS/SIC | Type the six-digit NAICS/SIC code that identifies the company type. For more information on the NAICS/SIC codes, see http://www.census.gov. | Optional |
| Date Signed | Type the date (mmddyyyy) that the
broker/agent or list administrator signed the Processing Acknowledgment Form
(PAF). For example, if the PAF was signed on January 2, 2015 you would enter
01022015. The PAF is a USPS-required form that brokers/agents and list
administrators must sign to acknowledge that they will use the output from
NCOALink in accordance with USPS regulations.
The USPS PAF renewal process requires you to review your PAF annually (based on your PAF signed date) for changes to the information contained on your original or last reviewed PAF form. If the information on your PAF has not changed, you do not have to submit a new PAF to the USPS. If the information on your PAF has changed, you have to submit a new PAF to the USPS and update the PAF information in your VeriMove job. |
Required |
| Website URL | Type up to 40 alphanumeric characters for the website of the broker/agent or list administrator. | Optional |