Our classes

US Export Clearance Filing Requirements

E3u - US Export Clearance Requirements, Including Schedule B Classification


Study Time (Hrs)


CE Credits (CCS & CES)


NOTE: You will be prompted to Register if you have not already done so. If you already have a login, please click “Proceed to Enrollment” on the next screen.

This online course is designed for exporters and freight forwarders who are involved in collecting Electronic Export Information (EEI), previously the Shipper’s Export Declaration (SED) form, classifying products for export, and preparing and transmitting Automated Export System (AES) records. It is also valuable for Supervisors and those who manage freight forwarders and other agents authorized to perform export declarations on their behalf. It covers documentation requirements that must be fulfilled prior to exporting goods from the US. Special emphasis is given to how to prepare and transmit the shipper’s EEI export declaration using AES.


This class covers: when is an EEI required? Who is responsible for transmit the EEI? What is the criteria for export authorization? How can authority be conveyed from an exporter or foreign consignee to an agent or freight forwarder to transmit an EEI on their behalf? What is US Schedule B classification and how should it be entered in the EEI? How should transaction party information, export authorization citations, product descriptions, export licenses, license exceptions and other information be entered in the EEI? And, what are the exceptions to the requirements and/or alternatives to filing an EEI? For more information about what this class covers, please click the summary below.


Once you finish this course, a printable Certificate of Completion is available for download. The course can be completed in 16 hours or less.

  • Introduction to U.S. Export Clearance Requirements
  • Shipper’s Export Declaration (EEI / AES) Basics
  • When SED is Not Required; Electronic Export Information (EEI) Responsibilities
  • Exporter ID Number; Conveyance of EEI Filing Authority to Forwarder or Other Agent
  • Export Declaration Preparation – Options & Requirements
  • Schedule B Classification Process Overview
  • Schedule B Classification—System, GRIs, Item Descriptions (E3)
  • Net Quantity and Export Value Information
  • Export Authorization Information
  • Export License Shipping Tolerances, Deadlines for Shipment; Export Under a License Exception
  • Transportation Routing or Delivery Changes After EEI Transmission; Destination Control Statement
  • Additional SED Requirements/Information Based on Situation
  • Authority to Export: NLR and License Exceptions
  • AES Transmission Deadlines, Dealing with Error Messages, Correcting Errors
  • AES Exemption or Exclusion Legend; AES Supervision & Operational Issues
  • Click here to view a detailed class syllabus

For those who are already a Certified Customs Specialist (CCS) or a Certified Export Specialist (CES) registered with the NCBFAA, provide us with your CCS/CES ID number and you will automatically get continuing education credits upon the successful completion of a qualified course. To get your CE credits, follow these easy steps:


  1. Register for DB Schenker online training (if you haven’t already done so)
  2. Login with your user name and password, and you will be directed to your “My Page” section.
  3. Select “Update user record” on the right, enter your CCS or CES number in the “NCBFAA ID” field, and click Submit Update.

That’s it! Once you’re signed up, we’ll automatically send any CE credits you earn directly to the NCBFAA!

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