Direct Representation Authorisation (DRA) Form Completion - FAQ and Tutorial

Edited

Direct Representation Authorisation (DRA) Form Completion

Objective

This guide outlines the steps to complete the Direct Representation Authorisation (DRA) form digitally for new customers working with the Manifest Group.

Link to Video Tutorial: https://loom.com/share/084562364e214195b75c1ffa1cf30b46

Key Steps

1. Gather Required Information 0:31

  • Full Name

  • Company Name

  • EORI or PPS Number

  • Role within the Company

  • Decision on Postponing VAT (Yes/No)

 

2. Access the DRA Form 0:51

  • Check your email for a message from the Manifest Group.

  • Click the link provided in the email to access the DRA form.

 

3. Fill Out the DRA Form 0:59

  • Enter your full name and email address in the DocuSign window.

  • Ensure your email address is correct to receive a copy of the signed form.

  • Click 'Begin Signing'.

 

4. Complete the Form Details 1:11

  • Verify that your name and company are correctly populated.

  • Enter your EORI number or PPS number (mandatory for processing).

  • Indicate whether you would like to postpone VAT. (You must fill in yes or no).

 

5. Sign the Form 1:39

  • Click 'Sign' to digitally sign the form.

  • Optionally, enter your position within the company and any additional notes for the broker.

 

6. Review Terms and Conditions 1:50

  • Scroll down to review the terms and conditions.

  • Ensure all information is accurate before proceeding.

 

7. Finalize the Process 2:02

  • Click 'Finish' to complete the signing process.

  • Choose to download or print a copy of the signed form for your records.

 

8. Confirmation of Submission 2:12

  • Check your inbox for a copy of your signed DRA form.

  • The form will also be available for review in the DocuSign portal.

Cautionary Notes

  • Double-check all entered information for accuracy before signing.

  • Ensure you have access to your email to receive the signed form.

Tips for Efficiency

  • Complete the form in a quiet environment to avoid distractions.

  • Have all required information ready before starting the process to streamline completion.

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