1. Log-in: https://transitapp.ost.dot.gov/index.cfm?method=passport.showLogin
2. Select:
- Transit Benefit Application button or Transit Application tab, then
- Certify/Enroll
3. Click "Continue"
4. Read the "Warning!" certification screen and then select "I Agree" to continue
5. Select from each of the following drop-down menus:
- Reason for Certification: Annual Certification/Recertification
- You must check the box for "I have completed the required Transit Benefit Integrity training for my Agency"
- Employment Type: Permanent or Seasonal only
- Work Status: Full Time or Part Time
6. Select all applicable transportation modes/methods to be included in your Transit benefits applications
- Bus; Other Bus, Rail, Other Method, and/or Vanpool
7. Each method selected, will populate two additional fields to be completed:
- Method to Work and Method from Work:
- Name of Company: Enter the name of the transit company, for example- MARTA
- Station Name: Enter the name of the station or stop for to/from work, unless using a vanpool, then enter the address
- Daily Expense: Enter the daily cost to commute on that mode of transportation
- Days per Month: Enter the number of days per month you’ll be using this
- Monthly Expense: This field will automatically calculate based off the information entered in the previous three fields
Note: If you purchase a monthly pass, you may need to adjust the Daily Expense Amount and Days per month to calculate correctly
If you have Mailing/Shipping Costs: Use "Other Method" to add your mailing/shipping costs
For example: If your shipping cost is $1.00 per month
- Other Method to Work & Other Method from Work: Enter "Mailing/Shipping Cost"
- Name of Company: Enter name of the transit company
- Daily Expense: Enter $.50 cents
- Days per Month: Enter 1 day
- Monthly Expense: Will auto-calculate
Participant Information Section
1. SEID: Enter your SEID
2. Work Phone: Enter your actual work phone number or 000-000-0000
Agency Information Section
1. Select from each of the below drop-down menus:
- Select your Agency: TRE-IRS-RG (should default)
- Region: Choose the city/town/county and state of your official Post of Duty (POD)
- Work Address: Official POD address
- Business Unit: Select the applicable business unit
Work Information Section
- Complete: Address, City, State, and Zip
Residence Information Section
- Complete: Address, City, State, and Zip
Approver Information Section
- Manager of Record: Search and select your manager
- PTSP Office Administrator: Select "IRS OFFICE"
- Manager Phone: Enter your managers phone number
SmartTrip Card Number: SmartTrip cards are limited to WMATA commuters in the NCR (Washington, DC-Virginia-Maryland)
- If you DO NOT commute on WMATA in these areas, Enter: "NA"
- If you DO commute on WMATA in these areas,
Enter: SmartTrip Card number without dashes or spaces
See the samples below to identify your card number series, then insert the numbers on the application in the same format that follow;
Type #1: 012345678 C3DW803 = 012345678
Type #2: 12345678 3 C3DW803 = 123456783
Type #3: C3DW017 0020 0001 5644 364 6 = 0020000156443646
Type #4: GD1137 0167 0693 4564 7992 9601 = 01670693456479929601
Note: If you do not already have a SmartTrip card, purchase one first to provide the number on this application and help speed up the process
Comment for Agency Approvers: Enter any comments/details that are applicable to your application, for example; "I telework and only need transit benefits 4 days per month"