Understanding the Registration Process ACES Business Representative Certificate

Transcription

1 Understanding the Registration Process ACES Business Representative Certificate Copyright 2006 IdenTrust, Inc. All Rights Reserved. IDENTRUST and the IDENTRUST logo are trademarks and service marks of IdenTrust, Inc.

2 Registration Introduction Welcome to IdenTrust! Obtaining an ACES Digital Certificate is a simple 4-Step process. This workbook will help introduce and walk you through each process. First, let s identify the 4 steps: Step 1: Application Step 2: In-Person Identification Step 3: Authentication Step 4: Retrieval Important Info Identity Protection Before we get started, there are a few pieces of information that are important to know: In order to protect the identity of our certificate holders, only the certificate holder should be using their own digital certificate. Please do not let others use your digital certificate; do not share your passwords or passphrases, or your private key. Disclosing passwords and passphrases compromise the security of your digital certificate, requiring it to be revoked. Individual vs. Business ACES Business Representative Certificate - enables you to authenticate yourself as an employee of a valid business in government transactions to gain access to restricted Web sites, and to send and receive communications using your digital certificate to authenticate yourself. ACES Unaffiliated Individual Certificate - enables you to authenticate yourself in personal government transactions to gain access to restricted Web sites, and to send and receive e- mail communications using your digital certificate to authenticate yourself. Disclosing Personal Info Applying for an individual certificate will require you to disclose personal information about yourself for the purpose of identification verification. If this information is incomplete or inaccurate, we will be unable to fulfill your request for a digital certificate. Passphrases During the application process, you will be required to create a Passphrase. This Passphrase will be needed to retrieve your certificate once it is approved. Please remember or store your Passphrase in a secure place, as it cannot be retrieved once you have submitted it. It is stored in an unreadable format, so support personnel have no access to the original text you submit. ACES Registration 2 of 30 ACES Business Representative Certificate

3 Step-By-Step Instructions (ACES Business Representative Certificate) Step 1: Application Once you begin the online application process, you will need to provide the following information and then provide payment for the digital certificate: 1. Name 2. Job Title 3. address 4. Organization/Company Name 5. State of Incorporation 6. DUNS Number, if available 7. Entity Type 8. Organization/Company Business Address 9. Organization/Company Phone Number Payment Payment methods: Credit Card, Order Number or Voucher Number NOTE: To pay by Order Number or Voucher Number, you must submit your Purchase Order prior to certificate application. Step 2: In Person Identification Authorization Agreement and ID Form During the application process, you will need to download the Authorization Agreement ID Form and then follow these instructions: 1. Complete the Authorization Agreement ID Form 2. Notarize the document 3. Submit the document per the instructions Step 3: Authentication Step 4: Retrieval Authentication Processing of the ACES Business Representative Certificate application is carried out by an IdenTrust Registration Agent. This process consists of validating the information provided against independent data sources and sources within your company. Once the application is approved, usually within three business days, a Welcome Letter is mailed to the address provided. Please allow up to 5 days for the Welcome Letter to arrive in the mail. Retrieval Once the Welcome Letter is received in the mail, follow the instructions to retrieve your ACES Business Representative Certificate. ACES Registration 3 of 30 ACES Business Representative Certificate

4 Getting Started Log onto the IdenTrust website at Locate the BUY button for ACES certificates located on the right side of the web page. Click on BUY. Identify which certificate you would like to purchase (Business Representative or Unaffiliated Individual) and click on BUY again. You will see a screen like the one below and you have begun your application process. This page will introduce you to the application, which will consist of approximately 19 pages. Be aware that you need to be prepared with company information (such as your corporate office address), as well as payment information as your application session will time out after only a few minutes, if not in use. ACES Registration 4 of 30 ACES Business Representative Certificate

5 Have these items ready This page tells you what information to have ready. If these items are not ready prior to your application, your application session may time out and stop your application process and you will have to begin again. ACES Registration 5 of 30 ACES Business Representative Certificate

6 and Postal Code Enter your address (within your business organization). Then, enter the postal code for your corporate headquarters. ACES Registration 6 of 30 ACES Business Representative Certificate

7 Organization Information Enter your corporate headquarters address. ACES Registration 7 of 30 ACES Business Representative Certificate

8 Entity Type Enter your organization s legal entity type and the state in which the legal entity is filed. Also, if you know your organization s DBA ( Doing Business As ) or your headquarters DUNS number (Dun & Bradstreet number), enter that here. ACES Registration 8 of 30 ACES Business Representative Certificate

9 Application Review Review the organization s information to be sure that the information is correct. ACES Registration 9 of 30 ACES Business Representative Certificate

10 Address Information You can now enter another address. This address will be used to mail your welcome letter, should your application be approved. Or, you can choose to have your welcome letter sent to your corporate headquarters. ACES Registration 10 of 30 ACES Business Representative Certificate

11 Employee Information In order to verify you as an employee of your organization, we will need the information requested on this page. Please be sure that the information is complete and accurate. ACES Registration 11 of 30 ACES Business Representative Certificate

12 Enter Your Passphrase Please enter a passphrase that you will remember. This Passphrase will be needed to retrieve your certificate once it is approved. Please remember your passphrase or store it in a secure place, as it cannot be retrieved once you have submitted it. It is stored in an unreadable format, so support personnel have no access to the original text you submit. If you cannot remember your passphrase or answers to your secret questions, you will have to purchase a new digital certificate. ACES Registration 12 of 30 ACES Business Representative Certificate

13 Secret Questions When you provide answers to secret questions, they will help you if you forget your passphrase. DO NOT forget the answers to your secret questions. ACES Registration 13 of 30 ACES Business Representative Certificate

14 Application Review Review your employee information to be sure that the information is correct. ACES Registration 14 of 30 ACES Business Representative Certificate

15 Summary of Terms Please review the Subscriber Agreement. By selecting to accept the Subscriber Agreement, you are stating that you understand and agree to IdenTrust s responsibilities and warranties as well as your obligations and warranties. Click I accept ACES Registration 15 of 30 ACES Business Representative Certificate

16 Payment Select a payment method for your digital certificate. Remember: To pay by Order Number or Voucher Number, you must submit your Purchase Order prior to certificate application. ACES Registration 16 of 30 ACES Business Representative Certificate

17 Credit Card If you select to pay by credit card, please be aware that your credit card will not be charged at this time. The provided identification must first be verified, and your application must be approved. When the credit card does get charged, you will receive a receipt stating the charge and amount. ACES Registration 17 of 30 ACES Business Representative Certificate

18 Credit Card Review Review the credit card information to be sure that it is correct. ACES Registration 18 of 30 ACES Business Representative Certificate

19 Voucher Payment Enter the voucher number and be sure that it is correct. Remember: To pay by Order Number or Voucher Number, you must submit your Purchase Order prior to certificate application. ACES Registration 19 of 30 ACES Business Representative Certificate

20 Voucher Payment Review the voucher information to be sure that it is correct. ACES Registration 20 of 30 ACES Business Representative Certificate

21 Processing Please wait while your application is being processed and sent to IdenTrust. This will only take a moment. Once processed, identity verification and approval still need to take place. Remember that you will still need to print, complete and return your Authorization Agreement and ID Form. ACES Registration 21 of 30 ACES Business Representative Certificate

22 Submitting Forms Print or Save and Print the Authorization Agreement and ID Form. Please complete it according to the instructions and return it to IdenTrust. Once it is received, we can complete your application process. ACES Registration 22 of 30 ACES Business Representative Certificate

23 Finishing Up Remember to complete your Authorization Agreement and ID Form and return it to IdenTrust. Upon application approval, you will receive an confirmation. Click Finish ACES Registration 23 of 30 ACES Business Representative Certificate

24 Your application has been received notification. Your confirmation will appear as follows: Dear <Applicant>, Thank you for applying with IdenTrust for an ACES business representative certificate. We have received your application and have begun the approval process. Please mail your completed Business Representative Authorization Form to us promptly to expedite our review of your application. To complete the form, have an authorized employee of your organization sign on the bottom of part I. Next, take the form to a licensed notary employed by a financial institution or your company, present a government-issued photo identification card and sign part II of the form in the presence of the notary. Once your signature has been notarized, record the name and address of the notary's employer at the bottom of the page. Additional copies of the form can be found online at the ACES TrustSource(SM) Certificate Center at: Mail the completed, notarized form to: Attn: ACES Registration Desk IdenTrust 255 North Admiral Byrd Road Salt Lake City, UT The approval process is normally completed within three business days after receipt of your completed forms. You can check the status of your application at any time by going to You will need the following information in order to check your application process: Application ID, provided below, and your passphrase that you entered during your application process. Application ID: xxxxxx Upon approval, we will send you a message indicating our approval of your application and the steps necessary to retrieve your ACES certificate. Soon afterward, you will receive a approval letter in the mail with an activation code that you will use to retrieve your certificate. If we are unable to approve your application, we will mail you a letter with an explanation. Also, please remember to keep track of your passphrase. You must be able to provide your passphrase at the time you retrieve your certificate. Please contact IdenTrust Customer Support with any questions via at aceshelp@identrust.com or by phone at Customer service representatives are available to assist you Monday through Friday, 6 a.m. - 6 p.m. Mountain Time. Messages received after business hours will be serviced the following business day. If you have general certificate questions or questions about the ACES program, see the FAQ on the ACES Web site at Thank you again for applying for an ACES business representative certificate from IdenTrust. We look forward to creating trust in your electronic network activities. Sincerely, Certificate Registration Department ACES Registration 24 of 30 ACES Business Representative Certificate

25 Your application has been approved notification. Your confirmation will appear as follows: Dear <applicant>, Your application with IdenTrust for an ACES Business certificate has been approved. You should receive an ACES approval letter with a certificate activation code in the mail in a few days. The kit will also include a Web address where you will need to go to retrieve your ACES certificate. To retrieve the certificate, you will use your activation code in combination with your previously selected passphrase. Please contact IdenTrust Customer Support with any questions via at aceshelp@identrust.com or by phone at Customer service representatives are available to assist you Monday through Friday, 7 a.m. - 6 p.m. Mountain Time. Messages received after business hours will be serviced the following business day. If you have general certificate questions or questions about the ACES program, see the FAQ on the ACES Web site at Thank you again for choosing an ACES certificate from IdenTrust. We look forward to creating trust in your electronic network activities. Sincerely, Certificate Registration Department ACES Registration 25 of 30 ACES Business Representative Certificate

26 Additional Support Should you need any further assistance, please see our website at and click on the Support link located on the orange menu at the top of the web page. Click ACES ACES Registration 26 of 30 ACES Business Representative Certificate

27 ACES Support There are several Frequently Asked Questions located on the ACES support page. You will also see additional answers to Frequently Asked Questions using the menu to the Left or in the GREY menu bar at the top of the web page. ACES Registration 27 of 30 ACES Business Representative Certificate

28 General Support These are Frequently Asked Questions located under the FAQ: General link: ACES Registration 28 of 30 ACES Business Representative Certificate

29 How-To Support These are Frequently Asked Questions located under the HOW-TO link: ACES Registration 29 of 30 ACES Business Representative Certificate

30 Further Support Should you need any additional support, please fill out the form located on the Main Support Page, and a Customer Support Representative with promptly respond to your request. ACES Registration 30 of 30 ACES Business Representative Certificate