1. Home Tab – Task List
Now please remember that in order to utilize this functionality trade users will need “Full Access” to “Forms” and the mode of communication must be set to “portal” in order to view and respond to CBP forms through the importer “Account Type” view”. So make sure that your Trade Account Owner has granted you these roles. These setting will also allow trade users to be able to respond to a post summary request for additional documents.
Keep in mind that accounts electing to receive copies of forms through the ace portal are not required to respond through the portal, but it is highly recommended that you do. Responses may still be submitted to CBP at the port of entry where the entry summary is filed.
Also Brokers responding to CBP forms for their clients must do so through the importer’s portal account and not through their Broker’s ACE Portal Account.
In the Forms tab, only 10 forms will display at a given time. Additional Page number will display at the bottom of the list where you can click to see additional forms.
Forms that have been sent by CBP and require a response will have a status of “Sent.”
When a response has been sent by the Trade, the Form is removed from the forms tab list and the only way to bring it back up is to do a search using the “search forms link” which we will look at shortly.
Once CBP receives the response and opens it ,the status changes to “response received”.
Once the response is processed and reviewed by CBP, the status will change and display Closed.
We also see The Upload Document link on the forms tab. This link is used if CBP initiates an electronic post summary request to the filer for additional documentation. This is not a way to respond to CBP forms. This is used if a “Documents Required” message is received in ABI for post summary requests for additional documents and it will contain an action number.

2. Upload Documents
Once the trade user clicks on the Upload Document link, this screen displays.
You will enter the Action # that was provided in the “Documents Required” message received through ABI.
Again Please do NOT use this feature to respond to CBP forms. This is only used for post entry documentation requests.
We will cover attaching documents later in the next few slides when we discuss responding to CBP forms. The process will be the same for uploading Documents as in attaching documents while responding to CBP forms.

3. Search Forms
Now If you want to view a specific form in your task list or a specific form that has already been responded to, it may be necessary to search for that form.
If you are in another tab like Approvals and Notifications within the task list or if you click on the search forms link from the Forms tab, the search forms portlett will display.
To do a search You must enter two criteria's to search for a form.
Please note that the Date of Issue and the Date of Entry (To and From) counts as one criteria.
Again, CBP Statuses are: Sent; Closed and Response Received.
Sent means CBP has issued a CBPF 28, 29 or 4647
Response Received means CBP has received the trade’s response to the form.
Closed means CBP has reviewed the trade’s response and has changed the status to “Closed”.
Once the form is displayed, just click on the action # and it will open.

4. Home Tab – Select CBPF 28
So now were back to the Task list and I will click on the Action # link for the CBPF 28.

5. CBPF 28
The CBPF 28 opens up and the edit form details portlett displays. This portlet contains all of the information about the CBP form 28. The next few slides contains the continuation and additional information for the CBPF 28.
If you wish to see the form in a PDF format you can click on the View Form as PDF link on the top right hand side.

6. CBPF 28 Cont’d Trade Information
Here is the continuation of the CBPF 28 and When you move to the end you will see four subtabs on the form.
We are on the Trade Information link. This is the tab where the user will actually respond to the form itself.

7. CBPF 28 – ES Lines
This next slide shows the The ES Lines sub tab which displays the entry summary line in question.

8. CBPF 28 – CBP Attachments
This next slide shows the CBP Attachments subtab link which is where CBP would attach any documents associated with the CBPF 28. To view the document, select the blue hyperlink under file name and the document will display.

10. CBPF 28 – Trade Attachments
This next slide shows the Trade Attachments subtab and this is where you will actually attach any documents that are being requested by CBP.
In this example CBP is requesting a packing list and information on commissions. To add the attachment, simply select the Add Attachment hyperlink.
The attachment formats that are currently supported are Lotus123, Bmp,CSV, DOC and pdf..

11. Add Attachment
Once you click on the Add Attachments hyperlink, the Attach Files portlet displays. Select the Browse button to find the file on your computer that you wish to add. Click on the Attach File button to attach the file to the form.

12. Attaching a Document to a Form Response
On this slide you will see the attachment on the right hand side attached to the form.
You can also view the attachment or remove the attachment.
Then click on save.

13. Response to CBPF 28
At the end you can Either select SAVE AS DRAFT to save all information entered for review later or select SEND to send the response to CBP.
Once the response has been submitted, CBP will review the information provided and if no additional information is required, CBP will change the status on the form from Sent to Closed.

14. Home Tab – Select CBPF 29
Now were back at the forms tab of the task list and now let’s take a look at responding to a CBP form 29. I will Select the blue hyperlink for the Action # of CBP form 29 and it will display.

15. CBPF 29
Here we see the CBPF 29 screen . When you move to the end of the screen you will see three subtabs. You will ES Lines, CBP Attachments, Trade Attachments.
We are currently on the ES Lines which is displayed on the Screen and will list the lines affected.

16. CBPF 29 – CBP Attachments
On this slide you will see the CBP Attachments subtab and you will see any documentation CBP has attached. The blue link will open the attachment.

18. CBPF 29 – Trade Attachments
On this slide we see the Trade Attachments subtab and this is where you would add any needed documentation.
Again To add an attachment, select the Add Attachments hyperlink.

19. Add Attachment
The attachment process is the same for all forms. Select the Browse button to find the file on your computer that you wish to add.
select the Attach File button to attach the file to the form response.

20. Home Tab – Task List
Now were back at the forms tab of the task list and let’s look at responding to a CBP form I will Select the blue hyperlink for the Action # of CBP form 4647 and it will display.

21. CBPF 4647 On this slide CBP form 4647 displays.
The Next few slides display the continuation of CBP form In the upper right corner, you have the ability to View the Form as a PDF just like for CBP Form 28 and 29.

22. View Form as PDF
On this slide you see the CBP form 4647.

23. CBPF 4647 Cont’d Section III
This slide shows the continuation of CBP form 4647 and you will notice that there’s 5 hyperlinks on the form. The Section III link, the ES Lines, the CBP Attachments, the Trade Attachments and the Section IV link.
Let’s look at each of them. Please ensure that information in the section III subtab is completed before sending the form back to CBP. This is the section that the Trade needs to complete.

24. CBPF 4647 – ES Lines
Here we see the the ES Lines subtab displayed with the lines that are affected.

25. CBPF 4647 – CBP Attachments
Again, if CBP has attached any documentation for the trade to review, it will be displayed here. Simply select the blue hyperlink and it will display.

26. CBPF 4647 – Trade Attachments
On this slide the trade Attachments subtab displays and again this is where you would attach any documentation to be provided to CBP as part of your response to the form.

27. Add Attachment
If you click on the add attachment link this screen displays and it will allow you attach documents the same way as done for CBP form 28 and 29.
Once again click on save.

28. CBPF 4647 – Section IV
Once the form is sent to CBP, the form will be returned back to the trade user and the Section IV subtab will be completed by CBP.
At this point the form status will change to Closed.