Monthly Remittance and Annual Reporting by Telcos

The Commission established a schedule for all Local Exchange Carriers to file tracking reports so that TRS surcharge revenue collection data may be effectively monitored and evaluated.

2023 Annual Tracking Report

Must be submitted to the Commission by March 31, 2023. The Annual Tracking Report should be mailed to or eFiled with the Secretary of the Pennsylvania Public Utility Commission, at 400 North Street, Harrisburg, PA 17120. Any questions regarding the report may be directed to the Bureau of Audits at (412) 423-9301.

Annual Access Line Summary Reports

2022 TRS Annual Access Line Report - An annual reporting that all local exchange carriers must file that summarizes the amount of access lines the company had in service each year. Attachment A is included in this Excel Form. This is required by 52 Pa. Code § 63.37.

Must be submitted to the Commission by March 1 of each year. All LECs should file a hard copy of the report with the Secretary of the Pennsylvania Public Utility Commission at: 400 North Street, Harrisburg PA 17120. An electronic copy of the report should be emailed to RA-PC-TRS-ACC-LINES@pa.gov. Any questions regarding the reports may be directed to Spencer Nahf at (717) 787-5164 or snahf@pa.gov.

TRS Surcharge Remittance Form - Effective July 1, 2022 through June 30, 2023.

All local service providers are required to collect and remit the TRS surcharge revenue monthly to:

US Bank National Wholesale Lockbox
Pennsylvania TRS Fund
PO Box 45899
Cincinnati OH 45264-5899

Please make your remittance checks payable to the Pennsylvania TRS Fund. It is mandatory to use this format. Please direct any questions regarding the TRS Surcharge remittance to Eric Jeschke at (717) 783-3850 or ejeschke@pa.gov.

Orders

2023 TRS Surcharge Order - The order regarding the TRS Surcharge from the Public Meeting of May 18, 2023. it is for the year July 1, 2023 through June 30, 2024. Docket Number M-2023-3037441.

2022 TRS Surcharge Order - The order regarding the TRS Surcharge from the Public Meeting of June 16, 2022. it is for the year July 1, 2022 through June 30, 2023. Docket Number M-2022-3030272.

2021 TRS Surcharge Order - The order regarding the TRS Surcharge from the Public Meeting of June 17, 2021.  It is for the year July 1, 2021 through June 30, 2022. Docket No. M-2021-3023544.

2019 TRS Surcharge Order - The order regarding the TRS Surcharge from the Public Meeting of May 23, 2019, and entered on May 23, 2019. It is for the year July 1, 2019 through June 30, 2020. Docket No. M-2019-3006851.

2018 TRS Surcharge Order - The order regarding the TRS Surcharge from the Public Meeting of May 17, 2018, and entered on June 13, 2018. It is for the year July 1, 20178 through June 30, 2019. Docket No. M-2018-2640814.

2017 TRS Surcharge Order - The order regarding the TRS Surcharge from the Public Meeting of May 18, 2017, and entered on June 27, 2017. It is for the year July 1, 2017 through June 30, 2018. Docket No. M-2017-2582552.