# USMCA Certification of Origin Template

> Source: https://netray.co/tools/usmca-certification-of-origin-template
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

A document template that lists the nine data elements of a USMCA certification of origin, for a single shipment or a blanket period.

## Category

compliance-legal

## Region

United States

## Audience

- Trade compliance
- Export manager
- Customs broker

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Certifier type

**Key:** cert_by

**Type:** select

**Options:**

- Importer
- Exporter
- Producer

**Default:** Exporter

#### Certifier name, address, phone, email

**Key:** certifier

**Type:** textarea

**Default:** Lone Star Precision Machining LLC
1200 Industrial Blvd, Austin, TX 78744, USA
512-555-0100, trade@example.com

#### Exporter name and address

**Key:** exporter

**Type:** textarea

**Default:** Lone Star Precision Machining LLC
1200 Industrial Blvd, Austin, TX 78744, USA

#### Producer name and address

**Key:** producer

**Type:** textarea

**Default:** Same as exporter

#### Importer name and address

**Key:** importer

**Type:** textarea

**Default:** Norte Componentes SA de CV
Parque Industrial 45, Monterrey, NL, Mexico

#### Good description

**Key:** description

**Type:** textarea

**Default:** CNC machined aluminum housing, part number HSG-4410

#### HS tariff classification (6 digits)

**Key:** hs

**Type:** text

**Default:** 8302.49

#### Origin criterion

**Key:** criterion

**Type:** select

**Options:**

- A (wholly obtained)
- B (produced from originating or non-originating materials, tariff shift or RVC)
- C (produced entirely from originating materials)
- D (specific rule for certain goods)

**Default:** B (produced from originating or non-originating materials, tariff shift or RVC)

#### Blanket period from

**Key:** blanket_from

**Type:** date

**Default:** 2026-11-01

#### Blanket period to

**Key:** blanket_to

**Type:** date

**Default:** 2027-10-31

#### Authorized signatory and title

**Key:** signer

**Type:** text

**Default:** Dana Ruiz, Trade Compliance Manager

#### Date

**Key:** date

**Type:** date

**Default:** 2026-10-20

**Blocks:**

#### USMCA Certification of Origin

**Body:** Certification type: {{cert_by}}
This certification covers the goods below for the blanket period {{blanket_from}} to {{blanket_to}} (or a single shipment if completed for one shipment).

#### 1. Certifier

**Body:** {{certifier}}

#### 2. Exporter

**Body:** {{exporter}}

#### 3. Producer

**Body:** {{producer}}

#### 4. Importer

**Body:** {{importer}}

#### 5 to 7. Goods, classification and origin criterion

**Table:**

**Columns:**

- Description of good
- HS classification
- Origin criterion

**Rows:**

**0:** {{description}}

**1:** {{hs}}

**2:** {{criterion}}

#### 8. Blanket period

**Body:** From {{blanket_from}} to {{blanket_to}}

#### 9. Authorized signature and date

**Body:** I certify that the goods described above qualify as originating and that the information in this document is true and accurate. I understand I am liable for any false statements or material omissions made on or in connection with this document, and I agree to maintain and present upon request supporting documentation.

Signed by: {{signer}}
Date: {{date}}

**Signatures:**

- Authorized signature

**Notes:** A USMCA certification does not need a prescribed form, but it must include the minimum data elements. Confirm the current list and your product specific rule with the treaty text, the CBP guidance and a customs broker. This is a starting template, not legal advice. Blanket periods are generally limited to 12 months.

## Content

**Intro:** Under USMCA, claiming preferential duty treatment requires a written certification of origin that contains specific data elements, but no official form. This template lays them out so exporters and producers can issue a clean, consistent certification.

**Sections:**

#### How to use the template

**Body:** Choose whether the certifier is the importer, exporter or producer, fill in the party addresses, describe the good and give its six digit harmonized system classification. Select the origin criterion that your analysis supports. If the certification will cover repeat shipments of identical goods, enter a blanket period, otherwise leave it for a single shipment. Sign and date it, then export to PDF to attach to commercial paperwork or send to the importer.

**Bullets:**

- Keep the supporting origin analysis with each certification
- Do not issue a certification unless you can support it
- Retain records for at least five years

#### The nine data elements and origin criteria

**Body:** The data elements cover the certifier, exporter, producer, importer, description and HS classification of the good, origin criterion, blanket period and the authorized signature and date. Criterion A relates to goods wholly obtained, B to goods produced with non-originating materials that meet the product specific rule, C to goods produced entirely from originating materials, and D to certain goods with their own rule. Product specific rules use tariff shifts, regional value content or both.

#### Worked example

**Body:** A Texas machine shop ships aluminum housings to a customer in Monterrey. The certification names the shop as certifier, exporter and producer, the Mexican firm as importer, describes the part, lists the tariff heading and uses criterion B because some raw material is imported. The shop must hold records showing the tariff shift or the regional value content calculation behind that claim. The importer relies on the certification when claiming the preference at customs.

#### Common mistakes

**Body:** Companies sometimes sign certifications without a documented origin analysis, use the wrong classification or reuse a certification after the product changes. Others forget the blanket period limit. Store the analysis, bill of materials and supplier declarations in your ERP item record so they can be produced on request.

**Cta:** If your bill of materials and supplier origin data live in the ERP, we can help build a report that flags items missing origin support before a certification is issued.

**Faq:**

#### Is there an official USMCA certificate form?

**Answer:** No. The agreement lists minimum data elements and allows any format that contains them. Many companies use a standard template like this one.

#### Who can issue the certification?

**Answer:** The importer, exporter or producer may certify. Certification must be supported by records and the person signing is responsible for its accuracy.

#### How long is a blanket certification valid?

**Answer:** A blanket certification can cover multiple shipments of identical goods over a period of up to 12 months. Confirm details in the treaty text and CBP guidance.

#### Does this tell me whether my product qualifies?

**Answer:** No. Qualification depends on your product specific rule and bill of materials. The template only records the result of that analysis.

## Search terms

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