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Creating a Power of Attorney (PoA) ePoA Tool

ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

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Page 1: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

Creating a Power of Attorney (PoA) ePoA Tool

Page 2: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

Log into the SLI-PoA Tool via preferred browser, FireFox.

Step 1

Step 2

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After signing up, user will receive a system generated email from [email protected]. They must click the hyperlink to activate the account.

Page 3: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

Step 3

Step 4

2

Using the “Create” drop-down menu, select PoA.

Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your sign-on.

Page 4: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

Step 5

Step 6

• Indicate PoA Type, Import/Export or Export only. • Indicate if KN form or Company form. • Choose the location, either Foreign or U.S. • Choose the U.S. branch that will be the controlling office.

For Export-only PoA, this is the screen the user will see. The user will be required to complete all fields marked with an asterisk.

Page 5: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

Step 7

Step 8

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• Enter legal company name. • Select “Principal Type”.

3

For Import- and Export-combined PoA, this is the screen the user will see. The user will be required to complete all fields with an asterisk.

Page 6: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

Step 9

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When LLC is selected, the user will be required to upload a copy of the Operating Agreement or Articles of Organization, as required by US Customs for validation purposes.

When Individual or Sole Proprietor is selected, the user will be required to upload a government-issued photo ID.

Page 7: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

Step 10

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When Partnership is selected, the user will be required to upload a copy of the Partnership Agreement as required by US Customs for validation purposes.

For U.S.-based companies completing the PoA: if the PoA is being completed by a corporate officer, this box should be checked.

Page 8: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

Step 11

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If the company has multiple divisions to be covered under the PoA, it should be indicated here.

Step 12

• In the event that the corporate officer is not signing the PoA, the witness information boxes will be made available. • Witness information is always required on all FPoA submissions. • An email will be generated to the witness for verification.

Page 9: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

Step 13

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U.S. Companies may upload an internal power of attorney that authorizes the signor to sign the PoA, in lieu of a witness.

Step 14

• The PoA may be “Previewed,” “Saved as a Draft,” or “Submitted” at this point. • When previewing the PoA, a link is available to view our Terms and Conditions that they are accepting.

Page 10: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

Step 15

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Preview of Import/Export PoA.

Step 16

Preview of Export-Only PoA.

Page 11: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

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Upon clicking “Submit,” an acknowledgement will appear, certifying that the party has full authority to execute the PoA, along with confirmation of acceptance of electronic signature.

After successful submission a system generated email will be received from [email protected]

Page 12: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

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Upon approval of the ePoA below email will be generated by the system to the user.

If corrections are required the ePoA will be rejected and thebelow email will be received. The user will simply click the hyperlink and select “edit” of their document to make the required changes.

Page 13: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

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Step 17

Step 18

“Search a PoA” will appear and give the latest status of the submission – initial status will be “witness pending” until the witness completes the next step.

Clients will have the ability to upload their own PoA for Trade Control approval.

Page 14: ePoA Tool - Kuehne...Step 3 Step 4 2 Using the “Create” drop-down menu, select PoA. Upon successful login, a dashboard screen will be displayed. This dashboard is specific to your

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Step 19

Client will be required to enter basic company information.