Important Forms for Setting up Accounts

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Important Forms

Access the primary forms used for setting up accounts, supporting Canada and US Customs Brokerage, managing credit documents, and handling account authorization requirements.

Account Setup

Client setup documents

Use account profiles, POA forms, importer guidelines, and new account setup forms.

Customs

Canada and US Customs forms

Access customs forms, rate sheets, import checklists, bonds, PAPS, ISF, and carrier authority documents.

Credit

Credit and authorization forms

Open credit applications, credit card authorization forms, direct security letters, and GST support forms.

Forms Library

Find the right setup form.

Use search or filters to locate the form needed for account setup, customs processing, credit support, or authorization work.

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Use the correct form for the account setup task.

Match the form to the service requirement before sharing or submitting documents for account setup, customs support, credit review, or authorization.

Continue through Sales resources.

After Important Forms, continue to Rate Sheets, Brochures & Guides, or Setting Up Accounts.

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