Frequently asked questions

iPostal1 Workspace partner questions

  1. How does iWorkSpaceMail differ from iPostal1?

    With iWorkSpaceMail, you can offer all the benefits of digital mailbox service to your current virtual and office members, as an optional service or bundled as part of a service package. You set the pricing and invoice your members directly for the monthly mailbox fee and any additional services requested such as content scanning or mail forwarding. You pay a small, fixed monthly fee per member.

    As an iPostal1 partner, we handle all the marketing and advertising that drives customers to our website so they can sign up at your location. We handle the 1583 process, billing, chargebacks, and customer service.

  2. Whose responsibility is it to handle the 1583 process?

    With iWorkSpaceMail, you are signing up your own members, therefore it is up to you to obtain the proper IDs and 1583 documentation.

  3. How do I add an additional member to the iWorkSpaceMail platform?

    To add a single member, navigate to your dashboard>Recipient Admin>Manually Add Recipient. Be sure to choose the option to have your location bill the recipient. Choose the virtual recipient plan, and select a plan from the dropdown. Click the checkbox that the recipient has documents. Enter the recipient data. If the member has a business, add it in the ‘Additional Name’ field. Click 'Add Recipient.' This will assign a mailbox number to the member and send them an email with their login credentials, mailbox address information, and a link to download the iWorkSpaceMail member app.

    If you prefer to direct your members to sign up themselves, we also offer a signup page using a unique URL for your workspace. You can find this link by navigating to your dashboard>Mail Center Setup>Setup Mail Center.

  4. Do you provide iWorkSpaceMail customer service?

    iWorkSpaceMail technology enables you to offer digital mailbox service to your members. Therefore, you are responsible to provide support to your members if they have questions, just like you do with other customer service issues at your workspace. However, should you have any software related questions, we would be happy to assist you.

  5. How much should I charge my iWorkSpaceMail clients for the digital mailbox service?

    You can choose to make this a standardized service as part of your membership packages or you can offer it as an additional optional service. Once you determine that, it is up to you to decide how much you would like to charge your members. We recommend a flat rate for mailbox services with the exception of mail forwarding which should be based on the shipping label cost. If you would like further guidance, we would be happy to chat with you.

  6. Will my members see pricing?

    We do not show pricing to your iWorkSpaceMail members with the exception of mail forwarding. Members will see the real-time pricing to forward mail and packages, based on your established margins, carrier chosen, weight and dimensions of the item being shipped, and the shipping product chosen by the member. Consider having your pricing in your membership service agreement (MSA) or Virtual Service Agreement (VSA).

  7. Can I use iPostal1 shipping labels for my iWorkSpaceMail members?

    Yes. We recommend that you take advantage of the carrier discounts that we pass on to you. When you process the task, you will be given the option to choose an iPostal1 label or your own shipping label. If you choose to use the iPostal1 label, the cost of the label will be posted to your next invoice. The difference between the price the member pays to you and the label cost is your margin.

  8. Do my members need to schedule pickups using their iWorkSpaceMail app?

    We recommend having your members schedule their pickups using the app, enabling you to process and easily mark mail items as picked up within the system. It ensures the chain of custody of mail is complete and helps you track which items you are still responsible for as the CMRA.

  9. What if I need to remove an iWorkSpaceMail member from the system?

    Admin portal dashboard>Recipient Lookup>search the recipient by name or box number>click the recipient to open the Recipient Details>choose Recipient Profile>click on Inactivate this Recipient.

  10. How does the payment process work?

    Since you do the billing and collection of payments for your iWorkSpaceMail members, you will be invoiced based on the number of members using our software and the carrier cost of any iPostal1 shipping labels that have been used for the prior month. The invoice is generated and sent on the 1st of each calendar month. Your credit card on file will be charged for the amount of the invoice.

  11. Where can I locate my invoices?

    Admin portal dashboard>reports>invoices.

  12. What if I need to update my credit card information?

    Admin portal dashboard>mail center setup>setup mail center>add new credit card>click ‘update’ to save new information.

  13. Are there any reports I can use to help manage my iWorkSpaceMail account?

    Yes, in addition to your monthly invoice, we provide a Post Office Quarterly report which summarizes all your current mailbox holder information and the Task Hours for Recipient report which recaps task actions taken on behalf of each member.  All of this information can be found on your iPostal1 Dashboard in the "Reports" tile.

  14. How do I bill members on iWorkSpaceMail?

    • Coworking operators using DeskWorks or OfficeRnD will save time and effort with integrated billing.

    • iWorkSpaceMail uses Syncaroo technology to automatically sync members, mailboxes and charges into your management systems.

    • Once connected, monthly digital mailbox plans and tasks flow easily to the member’s monthly invoice produced by their operating platform. No need for separate tracking or reentering information.

    • New members (with relevant plans or addons) will be synced to iWorkSpaceMail, and have digital mailboxes created automatically.

    • Departing customers can also have their digital mailboxes disabled should they no longer have a plan that includes continued mailbox services.

    • Through iWorkSpaceMail partnership with Syncaroo, keeping iWorkSpaceMail and your management system in sync is completely free. Of course there are still iWorkSpaceMail fees, but no paid Syncaroo account is necessary to keep things in sync.

  15. If I need help using the iWorkSpaceMail software, how can I reach support?

    Our Partner Support Team is ready to assist you. Contact information can be found any time by clicking on the Support link at the top of your Dashboard. You can email service@iworkspacemail.com, call 877-513-iWSM (877-513-4976), or use the live chat for fastest service located at the bottom right hand corner of any page on the dashboard. We are available to assist you Monday to Friday 9:00 AM to 8:00 PM EST.

CMRA/BCG questions

Problems with local postmaster and CMRA registration

  1. I am having problems registering as a CMRA and frustrated with the local postmaster who does not know what to do, or might know but fail to follow through, or simply refuses to be available. Even when getting a signed Form 1583A from the postmaster, registration is often not completed.

    If you run into problems with your local postmaster, or if you resubmit your 1583A to the postmaster and don’t see your address in 5 to 7 days, send an email to cmraprogram@usps.gov explaining the issue and including your signed Form 1583A, the date this occurred, and the name of the person you dealt with at your local post office. Always ensure that the Postmaster signs two copies, keeping one for your records, and gather their name and contact information before leaving. Visit our Resource page for tips and information. If you’re still not in the database and can't get a response from cmraprogram@usps.gov, and you are an iPostal1 partner, please contact us at service@iPostal1.com and we will contact them on your behalf. Please provide a detailed account.

  2. What if you did claim your CMRA location on the customer registration database but have not received the authorization code to log in to the database?

    It takes an average of 10 days for the verification letter with the code to arrive, so keep checking your mail. The code is valid for 25 days. If you don’t receive it or receive it after expiration, log back into your account and request that another verification code be sent by clicking on the Request Admin button next to your address.

  3. If we are registered at the post office does that mean we have an account on the gateway? Or do I need to create the account?

    You need to create the account on the USPS Business Customer Gateway. Filing a Form 1583A with your local post office is only the first step to get you registered with the USPS as a CMRA.  You have to go the Gateway website to create your account and then enter the verification code they will mail you. Click Here to see a step-by-step guide. After creating your account, enter the code to gain access to the CMRA customer database.

  4. Profile survey in the BCG is confusing. It does not specify CMRA. Are we a vendor?

    You are not a vendor. Please Click Here to get a step-by-step guide to create an account in the BCG and get access to the CMRA customer database. It is a 2-step process.

  5. I just registered with the business customer gateway and it appears that there are no records that we a CMRA at any of our locations. We’ve registered in multiple jurisdictions in the past. Do I need to repeat the process?

    Correct.  File another Form 1583A at each location and hopefully the postmasters have been informed of what they need to do.  However, you don’t have to create an account in the BCG for each location, as you can access all your registered locations from one account. As mentioned above, send an email to cmraprogram@usps.gov if you don’t see your addresses in 5 to 7 days in the CMRA database.

  6. Do I need to register in person with the 1583A form before I can see my location in the CMRA page?

    Yes. Step 1: you will need to complete a form 1583A and sign it in the presence of your postmaster.  Step 2: the postmaster must upload your CMRA information to the Facilities database. Hopefully, within a couple of days you'll be able to create an account on the BCG and actually see your location listed there. Here is a CMRA tip sheet to help with step 1. Once your location is entered into the Facilities Database by your postmaster, you will see your address when you type in the zip code on the BCG. Allow for 5-7 business days after completing the form with your postmaster to see it reflected on the BCG. Here is an FDB tip sheet to help with step 1.

Questions about the customer Form 1583

  1. Do office members need to sign a 1583 form to receive mail?

    Yes. It does not matter if you have one mailbox for your tenants. The USPS is concerned about mail recipient identity and potential mail crime, so it wants a Form 1583 from each mail recipient.

    Every member at your location who receives mail will be required to file a 1583.  The requirement to file a Form 1583 has to do with the client’s desire to receive mail, regardless of the contract type, contract length or how they receive their mail. If the client does not want to receive mail, whether MTM or an office member with a longer contract, no 1583 is required, and any mail received should be returned to the sender.

    New CMRA rules require all office and virtual members to have completed 1583s including Virtual clients with 16 or more hours of meeting room time. Previous office and virtual members with 16 or more hours of meeting room time were exempt.

  2. Should we return to sender any mail received without a 1583 form on file?

    Yes. You are not able to accept mail if a Form 1583 with approved IDs is not on file. Packages from UPS, FedEx or Amazon may be accepted without a Form 1583 on file. Per the DMM, mark the mail as "Undeliverable, Commercial Mail Receiving Agency, No Authorization to Receive, Mail for this Addressee."

  3. If the lease signer is not the occupant in the office, who fills out the Form 1583?

    The person in whose name mail will be received must fill out the Form 1583. The mail addressee must match the mail applicant name in the 1583.

  4. Most of our members have completed and signed the 1583 form. Do we need to physically type in that info to yet another 1583 form via USPS and then get it signed again?

    You have to get a new Form 1583 for customers that used the old form, type the information into the online database, and upload the signed Form 1583 and IDs.

  5. Do we have to collect an updated form of ID as their filed one expired? Especially when their driver’s license expires?

    Yes. The photo ID with an expiration date must be updated when it expires. The secondary ID does not have to be updated.

  6. Do you need to register all virtual box suite numbers with the post office? We’ve had customers say they can’t sign up for informed mail because their virtual mailbox does not come up as an option on the USPS website.

    Yes. It doesn’t matter that their virtual box suite number does not register with Informed Delivery.  The USPS wants information on the identity of every mail recipient.

  7. What is the timing for having to upload all existing customers?

    The USPS will work with CMRAs, as long as they see significant activity in the CMRA database.

  8. Can a CMRA that rents office space in a building engage a separate office business center in the same building as an independent contractor to do the actual mail receiving and forwarding without the virtual office operator also being required to obtain a PS form 1583 from the CMRA customers?

    No, you could not use such an arrangement to get around the customer 1583 requirement. To use a contractor, the contractor’s mailing address would need to be used by your clients, and clients who retrieve mail would go to the contractor’s office. The independent contractor would file paperwork as the CMRA and be responsible for all CMRA rules compliance.

  9. Are the 1583s really uploadable or do they all need to be manually entered?

    The Form 1583 does need to be uploaded along with the two forms of ID, in three separate PDFs. This step is a simple upload process. However, to actually enter customer information into the BCG is a manual process and can easily take 20 minutes if viewing/copying/pasting information from a clean, printed Form 1583. Having two screens will save you time with copying and pasting. However, working from a hand-written form will be more time consuming and potentially more prone to errors if handwriting is unclear. iPostal1 offers a CMRA Support Program to upload on your behalf.

  10. What are the regulations for members who don't have their 1583 form notarized? What are the rules when it comes to notarization?

    The USPS requires notarization of the form 1583, unless the form is signed in the presence of the CMRA location staff. The USPS has expanded the definition of ‘in the presence of’ to include a live Zoom call where the staff views the IDs held up by the applicant and witnesses the applicant sign the form. The applicant signs in box 13A and the CMRA rep signs in box 14A. But if completed with a notary public instead of CMRA location staff, notarization is required.

  11. Where can I find a 1583?

    Check out our resources page.

  12. How do we handle situations where the member doesn't want to provide their home address if it's their company who is paying for the space and the mail comes addressed to the company?

    Providing information on the Form 1583, like the home address, is not optional. It is a USPS requirement and therefore the member must comply in order for you to continue to receive mail on their behalf. The purpose of collecting this information is to verify the identity of the mail recipient to fight mail fraud.

  13. The applicant is the person who will be receiving mail and the person authorized is the person who can pick up mail?

    Correct. The applicant is the person renting the mailbox and receiving mail. The authorized person can pick up the mail.

    As per the USPS definition, an authorized individual is allowed to collect mail on behalf of the primary applicant. Any person you wish to add to your account, who expects to receive mail in addition to picking up mail, must fill out a separate Form 1583 and submit two acceptable forms of identification.

  14. Will there be an automatic notarization process under the BCG?

    The CMRA page within the BCG will serve to house the forms and identification of your customers. The USPS is not offering any type of notarization process through the BCG. Notarizations can be done in person or via online notary service providers.

  15. Will iPostal1 1583 tool start populating section 6 to include that forwarding address field where you can list all of the recipients for the mail? What if there is a long list of people, how do we add all of those?

    Our observations in the BCG indicate that only one address, email, and phone number can be entered at a time for any account. Consequently, numerous questions arise regarding the expectations of this field, considering the practical functioning of the service for customers. iPostal1 will persist in adhering to the existing regulations and guidelines established by USPS and will consider making any required changes once sufficient information is available.

  16. Do clients have to sign a 1583 form for each DBA they operate under outside of their registered business name? What if a customer has multiple business names with the same customer info - do they need to do multiple 1583s?

    USPS has not provided guidance on how to manage multiple businesses or DBAs under a single account. Until additional clarification is provided, the approach to address this issue appears to be a business decision. Some sources suggest completing a separate Form 1583 for each individual business name, even if owned by the same applicant.

Questions about filing the CMRA Form 1583A

  1. Can the Form 1583A be filled out by the location manager? Or does it have to be the business owner?

    Either the community manager or the owner may be listed on the form 1583A. It does not matter who fills it out. The person whose name appears on the Form 1583A must also file a Form 1583, just like your clients. The form and IDs may be uploaded to the BCG database and the information manually entered into the portal the same as for any client. The Form 1583 should have the signature of another authorized person (employee or owner) who witnessed the applicant signing, or otherwise be notarized.

  2. Can you be a NOT single point delivery? How do we have the USPS to directly deliver to our members in their offices (or to their boxes) so we can skip the CMRA?

    The USPS obviously prefers single-point delivery to save time and money.  While they still provide multi-point delivery to a mailbox cluster in an apartment building or for different businesses with separate mailboxes in a lobby or mailroom, for example, they will not do so for different addressees at a single business address, whether employees or flex office members.

  3. Do you need a form for each location?

    Yes, you need to file a Form 1583A for each CMRA location. In addition, whoever’s name is on the 1583A will also have to file a Form 1583, just like a customer. However, you don’t have to create an account in the BCG for each location, as you can access all your registered locations from one account.

  4. Is the 1583A form now different? If we are already registered as a CMRA are we required to submit it again now?

    If you are registered in the CMRA database, you don’t have to file a new Form 1583A unless your information has changed. For example, if the name on the form was you community manager and that person has left, you will need to file a new form.

  5. If we use a virtual mail service provider, are they considered the CMRA for our space?

    No. The location that receives the mail is the CMRA.

  6. Where can I find a 1583A?

    Check out our resources page.

Handling customers who cancel mail service

  1. How do you cancel a customer who no longer receives mail through us?

    Once a customer is in the CMRA database, you log into their account page and click a box to close the account. Upon cancellation of a client's account, the customer's Form 1583 should be promptly updated on the BCG. Complete Section 1b to indicate the date on which the account was closed. But for past customers that have cancelled mail services, you don’t have to enter them in the database or do anything else.

  2. Are we supposed to forward mail for previous/terminated clients for 6 months, at our expense?

    The requirement in the DMM rules is to hold mail and forward at least one time during the 6-month period after cancellation. However, a well-written mailbox service agreement can modify this obligation.

    For iPostal1 customers, our Terms of Service state that we do not provide free forwarding for 6 months, but customers are welcome to make arrangements and pay for these services if they wish to continue to receive mail for that time period.

  3. Would registering as a CMRA help address changes when a tenant moves out? We are being told by tenants that USPS cannot process the change of address forms because we are recognized as one business rather than the separate suites.

    The USPS does not allow mail recipients using a CMRA address to file a change of address/forward mail request. However, if they used a Temporary Change of Address to have their mail sent to your location, they may be able to update that for the new address. Alternatively, they may submit a USPS 3546 Correction Form at any U.S. Post Office to redirect their future mail. This form must be completed on paper, as it cannot be submitted online.

Valid IDs and expiration management

  1. What is considered a valid Address ID?

    The USPS has published a very specific list of acceptable Primary and Secondary IDs. Only the IDs on this list are acceptable.

    Acceptable Primary Photo IDs:

    -Valid U.S. state driver's license

    -Valid U.S. state non-driver's ID

    -U.S. passport

    -Foreign passport

    -Matricula Consular card (Mexico)

    -NEXUS card (Canada)

    Note: a photo ID listed above with an address may be used for either a Primary ID or a Secondary ID, but not for both.

    Acceptable Secondary Proof of Address Documents:

    -Current lease

    -Mortgage or deed of trust

    -Voter or vehicle registration card

    -Home or vehicle insurance policy

    UNACCEPTABLE IDs include:

    -Social Security cards

    -Credit cards

    -Birth certificates

  2. Will the database let us know when an ID expires or do we need to keep track with the hard copies?

    The CMRA database will create a task notification that an ID date has expired. You then have 90 days to update the ID.

  3. What about the process for international clients? What IDs are acceptable, specifically the second form of ID?

    International clients are able to provide their Foreign Passport as their Photo ID, and any of the listed acceptable IDs - with the exception of the U.S. state-issued driver’s license or non-drivers ID.

Other questions

  1. Our virtual clients’ mail is all stored in locked filing cabinets. At some of our locations, our physical coworking members have open mail slots. Will everyone need to have locked mail moving forward? What is the compliance expectation for secured storage for all clients?

    The CMRA regulations do not address requirements for receiving or storing mail. You don’t have to change your current process. However, now would be a good time to review your current process and make changes to either improve security or reclaim space by doing away with physical mailboxes, especially for virtual clients, for whom holding mail in a file cabinet with folders would be fine.

  2. Can we receive mail that does not have the PMB number on it even if we have the 1583 form? How should we handle?

    Yes, as long as you can identify the recipient by name or company, you may accept the mail if you have a Form 1583. But you are not required to do so, as the addressee information is incomplete.

  3. What is your timeline to provide an API for mail platforms to push the completed CMRAs so that operators don’t have to do manual input?

    Contact cmraprogram@usps.gov if you need assistance. If you are a CoMRAA member, you may also contact info@comraa.org.

  4. We have been encountering error messages while attempting to upload our customer information to the CMRA database. What do we do?

    The error message comes up for several reasons. It is likely system related. The USPS has been working on making changes to the system and it is continually improving. We recommend making cmraprogram@usps.gov aware of any issues you encounter.

    Here is some practical advice we’ve seen is helpful:

      • Reducing the file size to under 1MB

      • No non-alphanumeric numbers in the file name

      • Try again later - in many cases, what didn’t work yesterday may work today

  5. How does it work with separate 1583s for additional company members listed in Box 12?

    Based on our experience with the BCG, we can verify that multiple 1583 Forms and IDs can be uploaded for the same account. This includes the acceptance of business members completing their own form. As part of our ongoing commitment to minimizing fraud and safeguarding our mail center partners from malicious activities, we intend to introduce a system for business members on Box 12 in the future, once additional verification steps can be taken to confirm the identities of these individuals beforehand.

  6. If a client updates their mail forwarding address, should we collect a new notarized 1583 form?

    Any changes or updates to the information provided on the form necessitate the completion of a new form. If the 1583 is completed and IDs are confirmed in your workspace or via video like Zoom, there is no need for a notarization.

  7. Our clients/members don’t use an actual “box” for mail. What should I put as the PMB number? We have a front desk where all mail is getting dropped off and our team distributes them.

    The PMB number is a required field in the BCG. It is also on the form 1583 itself. Since you have not been using PMB numbers till now but need to enter a PMB into the database for each mail recipient, we suggest that you assign a mailbox number to each of your clients, even if you don’t have physical mailboxes or don’t plan to make use of the number. However, now would also be an opportunity to actually start using the PMB number as part of the client mailing address for both office members and virtual clients to more reliably identify, store and distribute mail.

  8. How is “restricted delivery mail” being addressed (Previously Item 5 on the 1583)?

    The USPS addressed this question in their Federal Register published May 19, 2023. “Prior to this rule change, the only class of mail that was treated uniquely was restricted delivery mail. The prior rule allowed the PMB holder to specifically sign PS Form 1583 authorizing the CMRA to receive restricted delivery mail. If this portion of PS Form 1583 was not signed, the Postal Service was not supposed to deliver restricted delivery mail to that specific PMB. That rule has been an unworkable solution. The Postal Service provides single point delivery to a CMRA and the letter carrier delivering the mail to the CMRA has no knowledge or access to PS Forms 1583 submitted for the PMB holders and has no way to know if a piece of Restricted Mail should be withheld from delivery. Therefore, the final rule clarifies that a PMB holder will receive all mail via the CMRA address, including restricted delivery.”

  9. Are we as CMRAs responsible for uploading members in the BCG that we acquire through third party websites that don't provide us with any of their contact information or is that up to the third party?

    USPS has made clear that the responsibility - and any adverse consequences, will be with the CMRA agent themselves - regardless of any other partners they work with.

    iPostal1’s technology is here to simplify as many steps as possible for our clients, with a full billing system, fraud prevention, Form 1583 support team, marketing and delivering customers, not leads, plus many other benefits. The current technology provides CMRAs with fully signed and notarized forms and approved IDs to save our locations from the back and forth with customers.

  10. How do we remove an old employee from the BCG?

    If the 1583-A application was filled out by an individual who is no longer employed at the CMRA location, USPS mandates that the new owner/manager completes a new 1583-A Form with the Postmaster to update the records of the location. Update to the BCG should follow.

  11. Should we update our agreement language related to compliance with this USPS system?

    If you do not have language addressing USPS compliance, you should consider adding it to your agreements (MSAs and VSAs).