Free USMCA certification of origin template (CUSMA / T-MEC)

The nine data elements

Annex 5-A of the agreement lists the minimum data: whether the certifier is the importer, exporter or producer; the certifier's details; the exporter, producer and importer where they differ or are known; a description and 6-digit HS classification of each good; the origin criterion; the blanket period, if any; and the authorized signature, date and certifying statement. It can be on the invoice or any other document, in English, French or Spanish, and the importing country may ask for a translation if it is not in one of its languages.

Choosing the origin criterion

Article 4.2 gives four ways a good can be originating: (a) wholly obtained or produced in the USMCA countries; (b) produced there using non-originating materials that meet the product-specific rule in Annex 4-B; (c) produced there exclusively from originating materials; or (d) for certain goods whose parts cannot change classification, a regional value content of at least 60% (transaction value method) or 50% (net cost method), not available for HS chapters 61 to 63. Canada's CBSA prefers a reference to the article, such as Article 4.2(b), and also accepts the letters A to D.

Value thresholds, validity and records

A certification is not required for low-value imports: up to USD 2,500 of originating goods in the United States, CAD 3,300 in Canada and the equivalent of USD 1,000 in Mexico, unless the shipment is one of a series arranged to avoid the rules. A certification is accepted for four years, a blanket period cannot exceed 12 months, and records must be kept for at least five years (six in Canada). The certifier must be able to prove that the goods are originating.