How do I make the beneficial owner (“BO”) filing (First Time) on CBP?

After logging on to CBP you will be directed to the “Dashboard”

• go to “Service”
• click on the dropdown box select “Beneficial Owners” from the list
• select “New Service Request”

The window with Beneficial Owners will automatically appear with the information previously entered.

1. Set up profile
2. Populate “Amount of shares taken to date”
3. There is then a box to the bottom left you click on that and then select “Submit Now”.