Initiating a Manual Request

If you attempted to look up a registration to perform an amendment, renewal, or discharge, and the registration cannot be found, then you will need to initiate a manual request. Complete the following steps :

1. Navigate to the Home page.
    

2. In the Your reference field of the User Information section, enter an internal reference number to identify the transaction. This reference number will appear on your billing reports and can be used to look up completed orders. The Classification dropdown is an optional feature to indicate if the transaction falls under "Commercial" or "Retail" (if your organization supports such classifications).
   
   
    

3. From the Jurisdiction dropdown of the Order Information section, select the province or territory.
   
   
   
    

4. In the PPSA Registration Type section, select the type of request to perform.
   
   Renewal
   Discharge
   Amendment
    

5. In the Billing Method section, select who the invoice is to be sent to. The options are as follows:  
   
   Ordering Client
   Other Client ID* - to send the invoice to another client; enter the client ID and click the Check button to verify. The screen refreshes with the client information.
   Transit* - to send the invoice to another transit; enter the transit number and click the Check button to verify. The screen refreshes with the transit information.
   
   *this option may not be available depending on your system configuration
   
   
   
   
    

6. If your system is configured to charge the transaction to the customer, then you have the option to select (check) the Charge our customer using this account and complete the associated fields:
   
   Bank #
   Transit #
   Account #
   Account holder name
   
   
   
    

7. By default, the email listed in your user profile will be sent a notification when the registration is completed and results available via CollateralGuard RC. In the Additional E-mail Notification(s) section you can enter additional email addresses that the notification should be sent to. If entering multiple addresses, separate them with a semi-colon with no spaces.
   
   
    

8. Click the Next button and the appropriate screen specific to the request type appears for you to complete.  For more information on each screen, click the appropriate link below:
   
   Change Statement Screen (for amendments)
   Renewal Request Screen
   Discharge Request Screen
    

9. After entering the information, click the Review Order button and the Registration Review Page appears for you to confirm and submit the order. For more information, see Reviewing and Submitting Registration Order.