Automated Commercial Environment (Ace) How To Apply For An Ace Exporter .
QUICK REFERENCE GUIDEAUTOMATED COMMERCIAL ENVIRONMENT (ACE)HOW TO APPLY FOR AN ACE EXPORTER ACCOUNTOFFICE OF INTERNATIONAL TRADEVERSION 1.0JUNE 2015
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Quick Reference GuideApplying for ACE Export AccountIntroductionIntroductionThis document contains step by step instructions on how to: apply for an ACE Exporter Account for new ACEusers how to login for the first time ACE Portal users how to create an Exporter Account for current ACEportal users how to request EIN data on AES Export ReportsEstablishing an exporter account will facilitate access to ACEAutomated Export System (AES) reports that include access tohistorical export commodity data. In addition, an ACE exporteraccount will be required to access the AESDirect filing portalonce it is available later this year.IMPORTANT: Requests to receive AES reports for specific EIN exportdata are vetted through U.S. Census and not through normal ACEchannels. For general questions on ACE Trade Export Reports, pleasecontact Census at 800-549-0595, Option 5.NOTE: For technical questions related to the application for an ACEExporter Account or ACE Trade Export Reports access, please contactthe CBP ACE Account Service Desk by calling 1-866-530-4172,selecting option 1, then option 2, or email ACE.Support@cbp.dhs.gov.NOTE: For existing ACE Portal Account users, the Trade AccountOwner (TAO), the highest level of access for your company’s account,can create the Exporter Business Partner (BP) Account, includingany EINs that are appropriate for exports, under their ACE Top Account.Additional TrainingThe following links are provided for more information on available fvet16/?launcher false&fcsContent true&pbMode normalhttp://www.cbp.gov/trade/aesJune 20153
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Quick Reference GuideApplying for ACE Export AccountContentsContentsTopic 1: Applying for a ACE Exporter Account for Non-ACE Account Users . 1Topic 2: ACE Initial Login Procedures for Non-ACE Account Users . 9Topic 3: Creating an Exporter Account for Current ACE Portal Users . 15Topic 4: Requesting Access to EIN Data for Export Reports . 19June 2015vDRAFT-Pending Business Sponsor Approval
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Quick Reference GuideApplying for ACE Export AccountTopic 1: Applying for a ACE Exporter Account for Non-ACE Account UsersTopic 1: Applying for a ACE Exporter Account for Non-ACE AccountUsersIntroductionThis topic contains step by step instructions on how to apply for anACE Exporter Account for non-ACE Account users. Theapplication form, Apply for an ACE Exporter Account, islocated on the internet. The form is divided into three sections,Corporate Information, ACE Account Owner, and SubmitTo successfully complete the form, please make sure fields that arerequired with a red asterisk (*) are filled in correctly.Only U.S. and U.S. territory entities can apply for an ACEExporter Account using this form. For the corporate informationsection of the form, the company name and ExporterIdentification Number (EIN) details are required for accountprocessing purposes. Once all of your information is provided andbefore clicking the submit button you must check the terms andconditions box and type in the characters displayed in the picturebox for security purposes. Then click the submit button.IMPORTANT: All fields marked with a red asterisk (*)are required and must be completed.June 20151
Quick Reference GuideApplying for ACE Export AccountTable 1: How to apply foran ACE ExporterAccountTopic 1: Applying for a ACE Exporter Account for Non-ACE Account UsersStep1.ActionTo access the CBP.Gov home page:a. Launch Internet Explorerb. Type: Http://www.cbp.gov/trade/automatedOn the main page to the right under ACE Secure Data Portalchoose the Apply for an Account icon.Select the Exporter link to display the application.June 20152
Quick Reference GuideApplying for ACE Export AccountTable 1: How to apply foran ACE ExporterAccountTopic 1: Applying for a ACE Exporter Account for Non-ACE Account UsersStep2.ActionSelect the text box to the right of the field to be completed andtype the information required. Fields with a red asterisk (*) arerequired to be filled in.NOTE: The ACE Account Owner information isused to establish the role of the Trade AccountOwner (TAO) for your ACE Portal Account.June 20153
Quick Reference GuideApplying for ACE Export AccountTable 1: How to apply foran ACE ExporterAccountTopic 1: Applying for a ACE Exporter Account for Non-ACE Account UsersStepActionIMPORTANT: It is important to provide the correctemail address in order to receive details on how toattain your user id and password as well as otherCBP communication.3.Select the check box in the Submit form area to indicate thatyou reviewed and agree to the Terms and Conditions providedby the hyperlink. Also re-type the characters shown in the boxbelow, then select the Submit button.NOTE: If the data entered on the web form doesnot pass the various form validations, theappropriate error messages will display at the topof the form. The user has the ability to correct andre-enter the data on the web form. Theappropriate error message will appear until all dataelements pass the validations.June 20154
Quick Reference GuideApplying for ACE Export AccountTable 1: How to apply foran ACE ExporterAccountTopic 1: Applying for a ACE Exporter Account for Non-ACE Account UsersStepActionAfter submitting the form, the data will beprocessed in ACE. There is a potential for an errorto occur. If so, you may receive one of thefollowing messages via email. Please follow theinstructions provided in the Email.1: The EIN is already used by an importer orexporter that is linked to a Top Account:Subject: ACE Exporter Account applicationrejected (EIN: **-****nnn).The EIN specified on your ACE Exporter AccountApplication is already in use.Please contact your company’s ACE AccountOwner or contact ACE Account Service Desk(telephone 1-866-530-4172 option 1, then option 2or email ACE.Support@cbp.dhs.gov) for furtherassistance.2: Name DOB is not unique in ACE table:Subject: ACE Exporter Account applicationrejected (EIN: **-****nnn)The Account Owner name and date of birth, asspecified on your ACE Exporter Accountapplication, is already in use by an existing ACESecure Data Portal user. The combination of nameand date of birth must be unique for each Portaluser. Please contact the ACE Account ServiceDesk (telephone 1-866-530-4172 option 1, thenoption 2 or email ACE.Support@cbp.dhs.gov) forassistance in establishing your ACE Exporteraccount.3: A system error occurred in ACE while tryingto process the form data.ACE encountered a problem while processing yourapplication. If you received an email with your newACE Secure Data Portal account, please login andthen manually add your exporter account, ifneeded. If you have not received the Portalaccount email, please use the ACE ExporterAccount Application Web form to re-submit yourrequest. If you continue to receive this message,please contact the ACE Account Service Desk(telephone 1-866-530-4172 option 1, then option 2or email ACE.Support@cbp.dhs.gov). Pleasefollow instructions provided in the appropriateemail.June 20155
Quick Reference GuideApplying for ACE Export AccountTopic 1: Applying for a ACE Exporter Account for Non-ACE Account UsersNOTE: Once you submit your request, a “success” page will displayindicating that you have successfully completed the ACE ExporterAccount application process.IMPORTANT: An email will be sent confirming the processing of yourapplication and providing instructions on how to access your newaccount. Note: The email will provide an Account ID. This ID is alsoknown as your “shared secret” for use when securing your password.You will use the Account ID and password you receive to access yourACE Portal account.Applying for ACEExporter AccountStep4.June 2015ActionAfter receiving your Account ID, write down your Account IDand follow the instructions noted.6
Quick Reference GuideApplying for ACE Export AccountApplying for ACEExporter AccountTopic 1: Applying for a ACE Exporter Account for Non-ACE Account UsersStep5.ActionSelect the Retrieve Password Page hyperlink.NOTE: The Retrieve Password page will display.June 20156.Select the text box and type your “Shared Secret“(AccountID). The Account ID and User ID are one and the same.7.Select OK.7
Quick Reference GuideApplying for ACE Export AccountApplying for ACEExporter AccountTopic 1: Applying for a ACE Exporter Account for Non-ACE Account UsersStep8.ActionA temporary password is provided along with User Id; writedown the temporary password and select “Done.”NOTE: When accessing ACE, the password iscase sensitive and must be typed exactly asprovided.June 20158
Quick Reference GuideApplying for ACE Export AccountTopic 2: ACE Initial Login Procedures for Non-ACE Account UsersTopic 2: ACE Initial Login Procedures for Non-ACE Account UsersIntroductionAfter receiving your temporary password, the followingprocedures provide a step by step for the initial login to the ACESecure Data Portal.Table 2: Requesting an Export Account for Current UsersACE Initial LoginStep1.ActionTo access the ACE Secure Data Portal home page:a. Launch Internet Explorerb. Type https://ace.cbp.dhs.gov/Once you log into ACE Portal, enter your User ID (AccountID) and temporary password in the appropriate text fieldsand select the Login button.2.June 2015You will be redirected to a page where you are required to setchallenge response questions in the case you must reset yourpassword.9
Quick Reference GuideApplying for ACE Export AccountACE Initial LoginJune 2015Topic 2: ACE Initial Login Procedures for Non-ACE Account UsersStepAction3.Select the drop down menu for each challenge question (onethrough five) and choose from the questions provided that youwill provide the answer.4.Select the first text box to the right and type the answer to thequestion you selected.10
Quick Reference GuideApplying for ACE Export AccountACE Initial LoginJune 2015Topic 2: ACE Initial Login Procedures for Non-ACE Account UsersStepAction5.Select the second text box to the right and retype the answerto the question.6.Repeat steps three through five for question two throughquestion five.7.Select the Submit Questions button when completed.11
Quick Reference GuideApplying for ACE Export AccountACE Initial LoginTopic 2: ACE Initial Login Procedures for Non-ACE Account UsersStepActionNOTE: Selecting the Submit Questions button willopen the Change Password page. You can referto the “Password Policy” link to follow the ruleson how to create your password. Select the Closebutton to continue. You are required to provide anew password following these rulesJune 20158.Select the *New Password text box and type your newpassword in the first box.9.Select the *Retype new Password text box and retype yourpassword.12
Quick Reference GuideApplying for ACE Export AccountACE Initial LoginTopic 2: ACE Initial Login Procedures for Non-ACE Account UsersStepAction10.Select the Continue button.11.The Reset Password dialog box will display stating yourpassword has been changed successfully. Select the closebutton. It’s important you remember your password tosuccessfully log into your ACE Portal account.12.Close your web browser and open a new browserTo access the ACE Secure Data Portal home page:a. Launch Internet Explorerb. Type https://ace.cbp.dhs.gov/Enter your User ID and Password and select the Loginbutton.The ACE Secure Data Portal will display.June 201513
Quick Reference GuideApplying for ACE Export AccountACE Initial LoginTopic 2: ACE Initial Login Procedures for Non-ACE Account UsersStep13.June 2015ActionYour Exporter Account information will display. This willallow you to view your account information and will allow youto request the ability to view trade export data in reports.Please continue to Topic Four in this guide.14
Quick Reference GuideApplying for ACE Export AccountTopic 3: Creating an Exporter Account for Current ACE Portal UsersTopic 3: Creating an Exporter Account for Current ACE Portal UsersIntroductionFor current ACE portal users (Importers, Brokers, etc.) who require anExporter Account, the TAO may create the Exporter Account under theCompany’s Top Account through the ACE Secure Data Portal.The following step tables provide the procedures for creating anExporter Account within ACE.Table 3: Creating an Exporter Account for Current ACE UsersCreating an ExporterAccount for Current ACEPortal UsersJune 2015StepAction1.From the ACE Portal landing page, select the Accounts tab.2.In the Task Selector portlet, select “Exporter” from the SelectAccount Type drop down and click “Go”15
Quick Reference GuideApplying for ACE Export AccountCreating an ExporterAccount for Current ACEPortal UsersTopic 3: Creating an Exporter Account for Current ACE Portal UsersStep3.ActionUnder Select Task, choose “Create Exporter”You will be shown the details for the Top Account and then clickon “Continue”.4.June 2015Where prompted, provide your corporate information in stepsone through four and submit.16
Quick Reference GuideApplying for ACE Export AccountCreating an ExporterAccount for Current ACEPortal UsersTopic 3: Creating an Exporter Account for Current ACE Portal UsersStep5.ActionOnce data is submitted, saved and accepted by ACE, click onthe reset button in the Accounts portlet to enable the EIN toappear in the Accounts list. You may then access your exporteraccount by selecting the associated EIN from the Accounts list.Note you may view the Accounts list by name or EIN.Select the EIN radio button and click on GO to view the accountsin EIN order or the Acct Name radio button to view by name.June 201517
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Quick Reference GuideApplying for ACE Export AccountTopic 4: Requesting Access to EIN Data for Export ReportsTopic 4: Requesting Access to EIN Data for Export ReportsIntroductionACE Portal Account users who created an Exporter Account associatedto their Top Account: Any Exporter EIN matching the existing Importer of Recordnumbers in the ACE Importer Account will be automaticallyauthorized to have the EIN data appear in the AES Exportreports. The “Authorization for Reports” field on the ExporterAccount will reflect the status accordingly; thus those thatmatch will reflect “Authorization for Reports: Authorized”.Any Exporter EIN that does not match an existing Importer ofRecord (IR) number in the ACE Importer Account must requestEIN Authorization for Reports for the specific EIN(s). Thestatus of the “Authorization for Reports” field will initiallyreflect “Not Authorized”. NOTE: The “Authorization for Reports” status in theExporter Account details is initially set to NotAuthorized . This status will change to Pending uponselection of the “Request EIN Reports Authorization”button. The exporter must comply with the Censusrequest to provide additional account information beforeCensus will approve the exporter’s EIN for inclusion inACE AES Reports. Once approved by Census, the “Authorization forReports” status changes to Authorized for the specifiedEIN. If “denied” by Census, the “Authorization forReports’ status changes to “Denied” for the specificEIN. In either case, both the TAO and the Requester willreceive emails regarding the approval or denial byCensus.Note: These Request EIN Authorization for Reportssteps must be completed for each EIN in order for theexport data for that EIN to appear in the AES reports.IMPORTANT: Requests for EIN Authorization for Export Reports arevetted by U.S. Census and not through normal ACE channels. Forgeneral questions on ACE Trade Export Reports, please contactCensus at 800-549-0595, Option 5.June 201519
Quick Reference GuideApplying for ACE Export AccountTopic 4: Requesting Access to EIN Data for Export ReportsTable 4: Requesting Access to EIN Data for Export ReportsRequesting Access toEIN Data for ExportReportsJune 2015StepAction1.From the ACE Portal Landing page, select the Accounts tab.2.In the task Selector box, select “Exporter” from the SelectAccount Type View drop down and click on “GO”.20
Quick Reference GuideApplying for ACE Export AccountRequesting Access toEIN Data for ExportReportsJune 2015Topic 4: Requesting Access to EIN Data for Export ReportsStepAction3.“Access your exporter account by selecting the associated EINunder the Account Selector List4.Select the “Request EIN Reports Authorization” button21
Quick Reference GuideApplying for ACE Export AccountRequesting Access toEIN Data for ExportReportsTopic 4: Requesting Access to EIN Data for Export ReportsStepAction5.Follow the on-screen instructions to complete paperworkrequired by Census when requesting EIN data on ExportReports.6.Once approved by Census, your Authorization for Reports statuswill reflect “Authorized” and the following email will be sent toboth the TAO and the Requester:7.If Census denies the request, the Authorization for Reportsstatus will reflect “Denied” and the following email will be sent toboth the TAO and the Requester:The US Census Bureau has denied a request for the inclusion of an EIN inthe export reports that are made available to the trade through the USCBP ACE application. You are receiving this email as either the originalrequestor or the primary point of contact for that EIN’s ACE ExporterAccount. If you have questions, please contact the Trade OutreachBranch via e-mail at EXPORTREPORT@CENSUS.GOV or by phone at1-800-549-0595, Option 5.Training LinksSelect the following link for more information on running ACE t-usersJune 201522
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Subject: ACE Exporter Account application rejected (EIN: **-****nnn) The Account Owner name and date of birth, as specified on your ACE Exporter Account application, is already in use by an existing ACE Secure Data Portal user. The combination of name and date of birth must be unique for each Portal user. Please contact the ACE Account Service
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