CW1 Organization Requests - Jira Service Management (atlassian.net)

Please send your requests to the team at legal.contracts@sekologistics.com. Please also include the legal intake form, attached here as reference, and include relevant details of the opportunity to help us with the review process.

Controlling Office to Setup/Creation of the customer code in CW1

Submit Credit Application Form: D&B Credit App

and provide the Account Owner’s name so they can add the ‘Sales Rep Name’ under the Org in CW1

1.  The credit application must be filled out completely.

2. If a company is not listed in D&B, we will need the customer to include supporting documentation (Financial Statement, W9, accurate trade references details with email addresses for those references).

3. Customer code must be entered in the “Additional Comment” area when submitting the credit application (branches / sales to provide customer before submitting application).

4. All “company” names that are in our CRM/Salesforce must match

Send an email to corp.arcodes@sekologistics.com if you have any questions about the credit application.      

• Credit Application

• ACH Payment

• W9 Form

The Compliance department uploads electronic copies of POAs to CargoWise.

In addition to the POA, the CBP form 5106 is required in order to have the automatic inclusion in our Type 6 PMS Filings

All newly received POAs should be emailed to

poa@sekologistics.com

The email should include the following:

1. A scanned, legible copy of the POA plus any other required attachments.

2. The CargoWise1 (CW1)/Red Global (RG) Organization Code.

The POA and other related documents will be uploaded into the Organization code’s edoc tab in CW1. The POA record (“POC” category in CW1/RG, which designates Power of Attorney Customs) will be set for the Date Received and Valid To date.

To set up IOR’s ACH, SEKO Compliance requires the original letter from CBP to the IOR, giving the PUN before we can enact duty payment by the importer

• Customs Brokerage Power of Attorney Instructions

• Customs Brokerage Power of Attorney Instructions

• LLC Member List

• Non-Resident Foreign Power of Attorney for Customs Brokerage

Upon the duty statement authorization when duty is due to US Customs SEKO will require the email for our client’s accounting team to send the duty statement, as well as the Periodic Monthly Statement to ensure the funds are in our clients account