New Client Onboarding

Customer Information & Power of Attorney Intake

Begin by telling us which services you need — ACH/PMS duty payment, an annual continuous bond, and a CBP Form 5106 importer record. Each “Yes” expands with additional questions. The remaining sections collect the information required to open your account and execute a Customs Power of Attorney.

Read a blank Power of Attorney (PDF) View our schedule of fees (PDF)
This page and everything you submit travel over an encrypted HTTPS connection, and go directly into All Points’ Microsoft 365 tenant — not to any third party.

Fields marked * are required. Expect 10–15 minutes. Questions? Contact your All Points account representative.

1 Services Requested

Start here. Tell us whether this is a new account or a change to an existing one, then answer the three questions below — each “Yes” adds only the fields CBP requires for that filing.

Are you opening a new account, or updating an existing one?

Already a client? Choose existing client and you will only be asked for the details the document you are changing actually needs — no formation papers, no photo ID, no ownership questions. The power of attorney already on file still stands, unless your legal name has changed, in which case a fresh one is prepared for you automatically.

Would you like to enroll in ACH/PMS for direct payment of duties?

ACH Debit and the Periodic Monthly Statement let CBP draw duties, taxes, and fees directly from your bank account — on the 15th working day of the following month rather than entry by entry.

Would you like to sign up for an annual bond?

A continuous customs bond (Activity Code 1) covers all entries nationwide for 12 months. The minimum bond amount is 10% of duties, taxes, and fees paid in the prior 12 months, with a $50,000 floor.

Would you like to file a CBP 5106 importer form?

CBP Form 5106 creates or updates the importer identity record in ACE. File it if you are a new importer, if you need a CBP-assigned number, or if your name, address, or ownership details have changed.

2 Entity Information

Identify the legal entity that will act as importer of record. Names must match your formation documents exactly.

Exactly as it appears on your Articles of Incorporation or IRS documentation.
Articles of Incorporation, Certificate of Formation, LLC Operating Agreement, or equivalent. You may attach more than one file.
CBP Partnership Program codes — if enrolled
e.g. CTPAT, ISA, or other CBP trade partnership programs you participate in.
Beneficial ownership *

As part of opening your account, All Points verifies who owns the importer of record. List every person or company that owns 25% or more.

3 Identification Number

CBP identifies importers by IRS number. Sole proprietors and individuals without an EIN may use an SSN; foreign entities with neither use a CBP-Assigned Number.

Nine digits, with an optional two-numeral 00 suffix — 00-0000000 or 00-000000000.

4 Address & Contact Information

The physical location where the business operates — not a P.O. box or a broker’s address.

Two-letter ISO 3166-1 code, e.g. US, CA, MX, CN.

5 Signatory & Certification

The Power of Attorney must be executed by an officer, partner, or other person with authority to bind the entity.

Typing your name constitutes your electronic signature.
A state or federally issued, non-expired photo ID of the officer signing the Power of Attorney.

Submitting this form does not by itself create a broker–client relationship; your account is active once All Points confirms receipt and the executed Power of Attorney is on file. Bank account numbers, SSNs, and uploaded identity documents are never stored in your browser.