Balance Check in the Customer Validation Tool Instructions

On August 15, 2021, USPS will enable the ability for MSPs to perform a balance check for EPS and Local Trust accounts at the permit level.

A user will not be able to retrieve balance information for permits associated to CAPS accounts
Permit Holder will need to grant permission for the MSP to see EPS and Local Trust information
If a permit changes the CRID association then it is will require the Permit Holder to grant permission again
Search Capability will be through the Customer Validation Tool
Functionality is restricted to MSP CRIDs only
Balance information is on the Permit Information Search and the Bulk Search by Permit

August 13, 2021
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