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I don’t have a Global Intermediary Identification Number (GIIN), can I still buy a FATCA certificate?

Yes you can purchase a FATCA certificate without having a GIIN.   If you do have a GIIN number, IdenTrust may use it to facilitate the approval process for your certificate. 

What browsers are compatible with my certificate?

Browser compatibility will depend on the type of certificate you are using. 

 

Browser Compatibility Matrix by Digital Certificate Type

 

 

What do I need to do before I apply for my certificate? 

A digital certificate is a form of ID, just like a Driver’s License or Passport. We need to verify your identity before we can approve your application and issue your certificate. 

 

Here is a list of what you will need to provide: 


An official Photo ID: Driver’s license or State ID Card 
A Credit Card: In your name for address verification (not necessarily for payment) 
Personal Information: Your FULL name (no nicknames or abbreviations), home address, and Social Security Number 
Payment Information: Credit Card number or Payment Voucher number

 

If you are requesting a certificate that asserts affiliation with an organization, you will also need to submit forms that demonstrate that your organization is authorizing you to obtain a certificate that includes the organization name.

What information will my digital certificate actually display?

Your digital certificate will display several pieces of information:

 

  •  It will be signed by the private key of the issuing CA
  •  Unique identifier (distinguished name) of the certificate issuer
  •  Period of time for which certificate is valid (validity period)
  •  Unique identifier (distinguished name) of the certified subject
  •  Public key of the certified subject
  •  The issuer's signature

Different certificate types may also normally contain items such as:

 

  •  Email address
  •  Company name

 

Please note that the certificate will NEVER contain or display your personal information. The information that we collect during the application process is only used to validate your identity. 

 

You can also view your certificate in your browser.  The following is an example of what your certificate looks like in Internet Explorer:

 

View Certificate in Internet Explorer

What is the difference between an account password and a certificate password?

Account Password

 

The Account Password is created by you when the application is filled out online. This password is required to download your certificate and to access your account via the Certificate Management Center (CMC).

 

Within the CMC you can:

 

  • Revoke your certificate
  • Replace your certificate
  • Renew your certificate
  • Update your account information
  • Update Account Password & security questions

 

The rules for creating your Account Password are:

 

  • Account Password must be between 8-30 characters in length
  • It can consist of letters, numbers and some special characters
  • Cannot contain ( ) \ / " *.
  • The Account Password is case sensitive (UPPER & lower case)


Certificate Password

 

The Certificate Password is created to protect the use of the certificate. Depending on the assurance level of your certificate, when your certificate is downloaded to your machine you may be prompted to create the private key password. This is referred to as the Certificate Password

 

The Certificate Password is used each time the certificate is accessed:

 

  • Signing emails
  • Signing documents (Adobe, Word, Excel, etc..)
  • Accessing a secure website

 

When creating your Certificate Password we recommend you use the following guidelines:

 

  • Between 8-30 characters
  • At least 1 lower case letter
  • At least 1 upper case letter
  • At least 1 special characters
  • Create a Certificate Password that is not easily guessed, but something that you will not forget

Who can use or have access to my digital certificate?

Your private key (which is sometimes password protected in your web browser) is literally the key that opens your digital certificate.  It allows you to digitally sign documents and decrypt information that was only meant for you.  You should safeguard your private key just as you would any other form of identification. Just as you would not allow someone else to sign your name to something, or to use your social security number, you would not allow others to use your digital certificate.

Will my personal information be shared or sold to a third party?

IdenTrust holds applicants' personal information in the strictest confidence. In compliance with the Gramm-Leach-Bliley Act of 1999 (GLBA), we do not share personal information with outside third parties. 

Why do I need a digital certificate?

A digital certificate provides an electronic means of proving your identity in order to securely conduct business online. You can use certificates to: 

 

  1. Encrypt information so that only the intended recipient can read it;
  2. Identify yourself in electronic transactions; 
  3. Digitally sign information to provide assurance to the recipient that it has not been changed in transit; and 
  4. Verify that you actually sent the transmission. 
     

Our Certificate Selection Wizard will assist you in choosing the best certificate to meet your needs.

 

There are three general types of digital certificates--Personal, Business, and Server Certificates:

  • Personal certificates authenticate an individual and are used to digitally sign and encrypt electronic documents.
  • Business certificates authenticate the individual to be an employee of a business and are also used to digitally sign and encrypt electronic documents.
  • Server or TLS/SSL certificates are issued for Web servers and are used to authenticate servers to Web browsers. This is used to protect information such as credit card numbers and account information on the Web.

 

The type of certificate may also dictate whether or not the certificate is stored in software or a hardware device, such as a Smart card or USB token.

 

See our document using the IdenTrust Certificate Selection Wizard for more information about choosing your certificate.

Choose

Which FATCA IRS certificate type should I buy?

IdenTrust offers two equivalent certificate types, which the IRS has approved to use for the FATCA program.


IdenTrust recommends using the FATCA Organization certificates type since it was designed to provide an easier application and approval process. You should evaluate the information required for application and select the option that matches information you already have or can generate easily.


Our FATCA IRS Reporting Certificate Selection Wizard will assist you in choosing the best certificate to meet your needs.

How do I know what certificate I need?

IdenTrust recognizes that it is sometimes difficult to determine what certificate is best to meet your needs.  To help you with this process, IdenTrust has created our unique Certificate Selection Wizard which will help guide you through the process of selecting your certificate.  The wizard is based on what you consider to be your Buying Community or what type of user community that you are most associated with.  Examples of Buying Communities include users of DoD ECA Agency applications, EPCS prescribers, professional who need digital signing and sealing or those individuals who need a certificate for personal use. 

 

1.  Start by selecting a category from the My Buying Community or the Certificate menu.  Once you have selected a category that is most similar to how you will use your certificate, you can choose from various Learn More links to access additional details about certificates in this category and how to use them. 

 

2.  When you are ready to purchase your certificate, you simply select a BUY NOW button that will launch the wizard related to that specific Buying Community or Certificate type you have chosen.  An added bonus is that IdenTrust has worked with the government agencies and vendors that use our certificates and we have configured our wizard to only offer you the types of certificates that they will accept.  

 

3.  From there all you need to do is respond to the prompts and the wizard will assist you in finalizing your buying decision.  

 

With IdenTrust, choosing the best certificate is for you is as easy as 1, 2, 3! 

What are the differences between a TrustID Personal, Business, and SSL digital certificates?

TrustID Personal Certificate:
Authenticates you in personal online transactions, access to specific restricted Web sites, and allows you to send and receive, sign and encrypt email communications, using this digital certificate.


TrustID Business Certificate:
These are digital certificates for employees of companies that will authenticate the individual as an employee of that company.  When applying for this type of certificate, each certificate is only for one individual, not an entire company.


TrustID Secure Email Certificate:
Authenticates that the email address in the certificate is owned and/or controlled by you; no personal or business identity is verified. Once approved, the certificate allows you to sign and encrypt email communications.


TrustID Server Certificate:
Authenticates a Web site or a network server using the Secure Socket Layer (SSL) or Transport Layer Security (TLS) protocols.


Visit our Trust ID Products page for additional information.

Apply

Can my organization pay with a purchase order?

Yes. After you have submitted a purchase order, IdenTrust will provide Voucher Numbers that you can distribute to applicant(s).  These vouchers are used during the application process as the method of payment.

 

The purchaser order number process requires that you also submit a completed voucher form. 

 

 

Purchase order requests under $500 cannot be accepted

 

Please fax purchase orders for digital certificates and/or hardware to 1 (801) 384-3610.

How long does it take to get a certificate?

Generally, certificate processing time takes 3-5 business days after your application is submitted and/or your required paperwork is received.  If during the validation phase IdenTrust requires additional information, the process may take longer. 

I need multiple certificates.  Can I apply and get them all at once?

Unfortunately not.  Because digital certificates are for a specific person, and it is highly unusual to get multiple certificates for the same person.  Each certificate must be applied for individually by the person who needs it.  However, if you would like to purchase quantities of five (5) or more, certain certificate types may offer a "bulkload" process that is able to submit all applications at once. If you need this many certificates, please Contact Us for additional information.



When applying for a certificate, our Certificate Selection Wizard will assist you in choosing the best certificate to meet your needs.

I received an email asking for a copy of my driver’s license, social security card and/or birth certificate – why is this needed?

When IdenTrust is verifying your identity, certain ID information is required such as the driver's license, social security card, or other details. If we are unable to verify those details, you will be asked via email to submit notarized documentation supporting what is listed on your application. Without this information, we cannot approve your certificate application.

 

Please have a copy of the document(s) notarized and mail to: 

 

 IdenTrust Registration
 5225 Wiley Post Way, Ste 450
 Salt Lake City, UT 84116 

What Fully Qualified Domain Name (FQDN) should I use when I apply for a FATCA certificate?

The FATCA program does not provide guidance on the FQDN you should use; therefore you may choose any Fully Qualified Domain name.  However, IdenTrust requires that the FQDN is owned or controlled by your organization and that is not an internal name. You can choose a subdomain name from a domain name you own/control. For example, if you own the domain name “mydomain.com”, you could choose “fatca.mydomain.com”.

You must not use an internal name such as: myorganization.internal, myorganization.localhost, or myorganization.example. 

What if I made a mistake during the online registration?

To maintain the integrity of the information provided to IdenTrust, we are unable to make any alterations to the details entered during the online registration process.  If you do find a mistake that must be corrected, please cancel the application and submit a new application for processing. New paperwork (if required for the certificate type) must match the details of the new application you submit.

 

You may contact our Helpdesk at 1 (888) 248-4447 to request the application be cancelled. 

What is a voucher number?

A voucher is an alpha numeric sequence that is provided by IdenTrust as an alternative payment method to a credit card. You will provide the voucher number during the online registration as a method of payment.


You can obtain a voucher number from IdenTrust using a purchase order or paying with a credit card.

 

  Purchase ECA Vouchers

  Purchase IGC for EPCS Vouchers

  Purchase IGC for Digital Signing and Sealing Vouchers

  Purchase TrustID Vouchers

When applying for a FATCA certificate, what Organization name and contact information should I use?

For a FATCA Organization certificate, you should use the Organization name and headquarters’ address of the organization that you will be registering with the FATCA program. 

 

For a SSL certificate, you should use the Organization name and address of the organization that you will be registering with the FATCA program and that owns and controls the Fully Qualified Domain Name you provide in the application.

 

Learn more about FATCA IRS Compliant certificates.

 

I went to the notary and sent you the forms - why do I need to send in a copy of my ID(s)?

Sometimes the required ID fields are missing details, such as the legal name, issue/expire date or document title. A copy of your ID is needed to confirm the missing details and to authenticate your identity.  If the details cannot be authenticated, a new Part 2 form will be requested.



If the serial/unique number is missing from the field, a new Part 2 form must be completed and sent in for processing. The original or notarized copy of the original document(s) should be sent to:



 IdenTrust Registration
 5225 Wiley Post Way, Ste 450
 Salt Lake City, UT 84116 

If you aren’t able to verify my home address or evening phone number, what documents do you need me to provide?

Address and phone verification are a necessary part of the identity verification required to obtain a digital certificate. If you receive an email requesting documentation, be sure to send either the original, or a notarized copy of the document.



Accepted documents are:

 

  • Driver's license or state ID
  • Utility bill dated in the last 30 days
  • Phone bill dated in the last 30 days
  • Rental agreement
  • Other documents can be reviewed on a case by case basis.


Please mail the original or notarized copy of the confirming document to:


 IdenTrust Registration
 5225 Wiley Post Way, Ste 450
 Salt Lake City, UT 84116


Please contact Registration@IdenTrust.com for more information on the document you would like to submit. 

What do I do if something was missing from my forms?

Part 1:

 

Forms sent to IdenTrust are sometimes missing required information such as the organization officer’s signature, title, email and/or phone number, as well as the date it was signed. It’s also possible the form does not show the organization name and/or address that was listed on the online application.

 

If information is missing, you will receive an email outlining what was missing on the form, as well as a copy of a blank Part 1 form.

 

Part 2:

 

Forms require a number of fields to be filled out, some of which sometimes get missed. Most common fields are the signatures of the applicant and/or notary, specific details about the IDs presented for verification, and the email address either missing or not matching that listed on the application. There can be other errors with the form as well.

 

If information is missing, you will receive an email outlining what was missing on the form, as well as a copy of a blank Part 2 form.

 

Please send the complete, original form(s) to: 

 

 IdenTrust Registration
 5225 Wiley Post Way, Ste 450
 Salt Lake City, UT 84116

What if my personal information changes after my certificate application is approved?

Once your application has been approved the information cannot be updated in your certificate.  However, certain information provided during your initial application can be updated via our Certificate Management Center.  Some information can be updated immediately, while others will have to wait for the renewal process. Some changes will require you submit a new certificate application.  A few examples of changes include:

 

My mailing address has changed.

You can update the mailing address on your account at any time through the Certificate Management Center.

  1. In the section titled 'Manage Your Account Information', select 'View/Update Account Information'.
  2. Make the needed changes and select 'Finish'.

 

My headquarters address has changed, or my company's name has changed.

Unfortunately, you are unable to make changes regarding your organization name and/or address.  A new application will have to be submitted with the new organization information.

If you use the certificate to gain access to a federal or state agency, you may have to re-register with the new company information prior to being able to use the new certificate. Please contact the appropriate agency for further clarification.


My email address has changed. 

You will have the option to change the email address associated with your certificate during the renewal process. It cannot be changed prior to a renewal.

 

My name has changed.

You will be asked to confirm your name during the renewal process, at which time you can update to your current legal name.  You may be asked to send in proof of the name change if our Registration Department is unable to verify it.

  • Marriage Certificate
  • Divorce Decree (1st, last and page showing the name change)
  • Other court-issued documentation

 

If you require a certificate with your new name, you will need to purchase a new certificate.
 

You may access your account through the Certificate Management Center by logging in with your certificate. 

What is the process to obtain a digital certificate?

The application process for a digital certificate is generally a 4-step process.

1.  Apply for Your Certificate

  • Use the My Buying Community menu or the Certificates menu to select the category that is most comparable to your situation.  Here you can learn more about the types of certificates that are offered under these programs. 
  • Once you are ready to initiate a purchase, you can select any BUY button to launch our Certificate Selection Wizard.  The wizard will assist you in selecting the certificate that is appropriate to your situation. 
  • Verify your selections in your "shopping cart" and submit using the BUY NOW button.
  • You will be directed to the "checkout" process where you will provide your personal information and provide payment information.

Note: You will also be asked to enter a Password when you apply. Please record this Password and store it in a safe place. You will need this Password to retrieve your digital certificate.

Notary Form: In addition to the online application, some certificate applications require that you complete a notary form and submit it to IdenTrust.  If required, the form will be provided for you to download at the end of the online application process.

2.  Wait for Processing

Wait for approval - typically 3-5 business days to approve your application.  If forms are required, the timeline starts after your forms are received.

3.  Receive Your Approval Notification

Once approved, you will receive notification from IdenTrust.  The method will vary based on the type of certificate you have purchased:

  • Notification for some lower assurance certificates may be provided via email.
  • Notification for higher assurance certificates will be provided via an IdenTrust Welcome Letter - please allow up to five (5) days for the letter to arrive in the mail.
  • In cases where you have purchased a hardware device for certificate storage, such as a Smart Card, USB or OTP Token, then you will also receive a kit containing the purchased hardware and software.

4. Retrieve Your Certificate:

Follow the instructions in the approval notification, which will include:

  • Retrieval and installation of your certificate via the secure IdenTrust website.
  • Installation of storage hardware and software, if applicable.
  • Testing your certificate.

Are there specific deadlines associated with applying for and retrieving a certificate?

Your initial application will remain open for 45 days which will give you time to complete your forms packet and send the original, valid forms to IdenTrust for processing. After 45 days has elapsed without usable paperwork being submitted, the application will close and you will need to complete a new application.
 

in the case of IGC and ECA certificates, as soon as the notary / Trusted Correspondent / ADE (depending on the certificate you apply for) signs the Part 2 form verifying your ID documents, a 30-day countdown begins. This means that you have 30 days from that date to send in your forms, be approved for the certificate and to retrieve the certificate. This is a requirement of the certificate policy and as such, once the 30 day window has passed a new application and forms packet will need to be completed.
 

Once an application has closed, it cannot be reopened.

What paperwork do I need to submit for my certificate application?

You may select the appropriate required forms packet in our Document Library.

 


Please be sure to select the correct forms packet. If you are unsure, please contact our Helpdesk at Helpdesk@IdenTrust.com for assistance.

As required by the governing certificate policy, you may be asked to provide additional documentation needed to process your application. If necessary, this additional document request will be sent via email. Please read the full email to identify what document is being requested and follow the steps outlined to provide requested documentation.
 

What payment methods are accepted?

When applying for a digital certificate, you will be asked to select your payment method. You will have the following options for payment: 


Credit Card 
 
You will be asked to enter your credit card information during the online application process. 
Make sure that you have the correct billing address for your credit card; this will be entered during the online payment process. 
 

Voucher Number 

 

  • Voucher numbers are issued by IdenTrust to allow the purchase of a single digital certificate with each voucher number. These voucher numbers are used as the form of payment during the online application. 
  • You can order a set of voucher numbers to distribute to employees within your organization or to business partners. 
  • Voucher numbers are issued to specify the purchase of a particular certificate type, and are valid for one year. 
  • Voucher numbers may be purchased with a credit card or a Purchase Order. If using a Purchase Order, the minimum order requirement is $500 and the following applies:
  •  

             - IdenTrust must receive your Purchase Order before the issuance of voucher numbers.

             - Purchase Orders must include a completed Voucher Order Form with the order.

             - Requests must be submitted to IdenTrust Registration at Registration@IdenTrust.com or fax to (801) 384-3610.

 

To purchase using a credit card, simply select from the list of products below and you will be directed to our online purchasing system:

 

  Purchase ECA Vouchers

  Purchase IGC for EPCS Vouchers

  Purchase IGC for Digital Signing and Sealing Vouchers

  Purchase TrustID Vouchers

Why can’t I email or fax the forms packet?

The certificate policy requires the confirmation of identity be signed with a handwritten signature.

 

  • The organization officer's signature on the Part 1 form must be original and dated.
  • The signatures (both yours and the notary's) must also be original.


IdenTrust must receive the original wet-ink signature to confirm the signatures are original and not a stamp or photocopy.
 

We advise making a photocopy of the forms for your records, but the original, wet signature (pen to paper) forms must be submitted for processing.  Please send the signed, original forms to:

 IdenTrust Registration
 5225 Wiley Post Way, Ste 450
 Salt Lake City, UT 84116
 

Why did I receive an email asking for organization documentation?

IdenTrust is required by policy to verify the details listed in your application including the organization name, address, city, state, zip code as well as to independently verify a phone number registered to the organization. We attempt to verify this information using trusted third-party databases that contain corporate information. However, if detail cannot be verified, we will send an email requesting additional documentation.


Why can't you just look up the address or phone number online?

The policy requires that IdenTrust use trusted databases that contain the organization information to be verified. IdenTrust uses multiple data-sources that have been pre-approved and cannot use corporate websites or other websites that have not been approved.

 

What forms of documentation can I provide to confirm my organization's identity or phone number?

Registration documents from a secretary of state or other government registry are accepted.

 

Government issued documents that attest to the organization's legal existence, certificate of good-standing, or other approved documents attesting to the organization's existence are also accepted.

 

Please provide the original document or a notarized copy of the original. This is to ensure authenticity of the document and that there is no indication of forgery, fraud, tampering, etc.

 

Send the original or notarized copy of the original document(s) to:

   IdenTrust Registration
   5225 Wiley Post Way, Ste 450
   Salt Lake City, UT 84116 

Why can't I apply for an ACES certificate?

The General Services Administration (GSA) has announced the discontinuation of the Access Certificates for Electronic Services program. Based on this announcement, IdenTrust can no longer issue ACES certificates; however, we will continue to support all outstanding ACES certificates until they expire between now and 2020. If needed, you will be allowed to replace your existing ACES certificate via our Certificate Management Center, but you will not be able to renew your ACES certificate prior to expiration.

 

IdenTrust has worked with the GSA to gain approval to issue Federal Bridge Certified IdenTrust Global Common (IGC) certificates and DoD ECA certificates to replace your expiring ACES certificate.  Use the following guidelines to choose your new IdenTrust certificate:

 

For Digital Signing and Sealing:

If you are using your certificate to digitally sign and/or seal documents that are submitted to state and/or local government agencies (such as Departments of Transportation or eNotary services), use our Digital Signing & Sealing Certificate Selection Wizard to assist you in choosing an IGC certificate.

 

For State and Local Government Agencies

If you are affiliated with a State or Local government agency that is using for digital signing, sealing or access to secure government websites, use our State and Local Government Agencies Certificate Selection Wizard to assist you in choosing an IGC certificate.

 

For Federal Agencies

If you are using your certificate to access federal government websites, you can use either DoD ECA or IdenTrust IGC certificates.  Use our DoD ECA Certificate Selection Wizard where you can select the agency/agencies that you interact with and our wizard will offer you the DoD and IGC certificate(s) that are accepted by the agency/agencies you have chosen.

 

If you have further questions about the ACES transition, please feel free to Contact Us for assistance.

What type of certificate should I purchase to replace my ACES certificate?

IdenTrust has worked with the GSA to gain approval to issue Federal Bridge Certified IdenTrust Global Common (IGC) certificates and DoD ECA certificates to replace your expiring ACES certificate.  Use the following guidelines to choose your new IdenTrust certificate:

 

For Digital Signing and Sealing

If you are using your certificate to digitally sign and/or seal documents that are submitted to state and/or local government agencies (such as Departments of Transportation or eNotary services), use our Digital Signing & Sealing Certificate Selection Wizard to assist you in choosing an IGC certificate.

 

For State and Local Government Agencies

If you are affiliated with a State or Local government agency that is using for digital signing, sealing or access to secure government websites, use our State and Local Government Agencies Certificate Selection Wizard to assist you in choosing an IGC certificate.

 

For Federal Agencies

If you are using your certificate to access federal government websites, you can use either DoD ECA or IdenTrust IGC certificates.  Use our DoD ECA Certificate Selection Wizard where you can select the agency/agencies that you interact with and our wizard will offer you the DoD and IGC certificate(s) that are accepted by the agency/agencies you have chosen.

 

If you have further questions about the ACES transition, please feel free to Contact Us for assistance.

What is the definition of a foreign applicant?

A foreign applicant is anyone residing and/or working outside of the United States. Foreign applicants are eligible to apply for the following certificate types:

 

View our TrustID and IGC Foreign Countries Lists.

Who do I contact to purchase Order Numbers for certificate applicants?

Order Numbers are pre-purchased and can be used for initial certificate issuance or for certificate renewal. Use these procedures to obtain Order Numbers:

 

1.  Prepare a Purchase Order (PO) form and include the following information:

 

  • Purchase Order number
  • Organization name
  • Billing address (including city, state/province and postal code)
  • Billing contact name
  • Billing contact phone number
  • Billing contact email address
  • Signature of authorized individual
  • Number of certificates
  • Type of certificates
  • Total dollar amount of Purchase Order
  • Expiration date of Purchase Order (if any)
  • Any optional instruction

 

2.  Fax the Purchase Order (PO) to IdenTrust at 1 (801) 384-3610.

 

3.  Wait for IdenTrust to contact you.

 

After IdenTrust has processed and approved your Purchase Order, we will email you the IdenTrust Order Number(s) and instructions for using your Order Number(s) to apply for or renew digital certificates.

Retrieve

Can I retrieve my certificate a second time?

As a security measure, your activation code is valid for only one use.  If your computer has had hardware or software problems and your certificate has been lost or corrupted, you will need to replace your certificate. If you wish to use your certificate on another computer, you will need to export your existing certificate to that computer.

 

Visit our How Do I library for information about how to replace or export your certificate.

How do I initiate a key recovery?

To ensure there is no confusion about this: a key recovery, when initiated by the end-user, is a process where your previous signing certificate is revoked, new keys for it are created, and a new signing certificate is created (with the same information and expiration as before). It also allows for the same/original encryption certificate and keys to be retrieved again.

 

This process is normally only needed if your current certificate keys are currently unusable for some reason (deleted, forgotten private key password, etc.).

 

A key recovery can only performed where IdenTrust stores a copy of (or escrows) the encryption certificate private key. (Please note that we NEVER have a copy of your signing-certificate private key). In some cases, depending on the type of certificate, we cannot recover your encryption keys.

 

For accounts where we do not escrow the encryption private key, or accounts that do not have encryption capability, a key recovery is not an option; however, you may be able to initiate a certificate replacement instead.  Visit our How Do I library to learn more about certificate replacement.

 

To Initiate a Key Recovery:

If your organization has set up a "Certificate Coordinator" or "Local Registration Agent" with us, you can contact them to initiate the key recovery. Otherwise, please follow these steps to initiate the key recovery: 

 

  1. Access the Certificate Management Center. If you are prompted to choose a certificate to log in, click Cancel.

  2. Enter your account number and your account password.

      -  The account number was sent to you in a physical letter after your account was approved.
      -  The account password is the one that you provided online when you applied for your certificate.

  3. In the section showing your Valid Certificates make sure your current encryption certificate is selected.

  4. In the drop-down box under Valid Certificates, select I would like to request recovery of my certificate

  5. Click the Continue button.

  6. Follow the onscreen instructions to complete the key recovery request.

 

Note: This request needs to be processed and approved by a member of our Registration department. A new notification with new retrieval information will need to be sent before your new certificate can be retrieved.

How do I install my server certificate?

Installation instructions will vary depending the OS that is used.  Please visit our How Do I library for detailed instructions for installing your server certificate and the associated root chain.

Use

Can I use my certificate on any computer?

You create the certificate in a browser on your computer when you retrieved it. It can only be used on that computer (in that browser) unless you export it to another computer (or browser).  If you have retrieved your certificate on one computer and would like to use it on another computer (or browser) as well, you will need to export the certificate and then import it to the other computer or browser.

 

Visit our How Do I library to learn more about how to import and export your certificate.

Can I use my personal email in a FATCA Organization certificate?

You should not use your personal email in the FATCA Organization certificate. You should provide a business email during the application. Ideally, you will provide a generic email that is associated with the organization. 

 

Example of emails that will not be accepted include: jonh.doe@gmail.com, fatca@yahoo.com. 

 

Example of acceptable emails include: fatca@myorganizationname.com, finance_group@financialinstitution.com. 

 

Visit our FATCA IRS Reporting pages for additional information.

How do I protect my identity as a certificate holder? 

The best way to protect your identity, as a certificate holder, is to ensure that only you are using your digital certificate. Allowing others to use your certificate through sharing your password, Smart card or USB token password, or your private key weakens the security of the system and presents a security danger to you. A digital certificate is a credential, just like a driver's license or passport, which you would not allow others to share. Certificate holders found to have shared this confidential information will be notified that their certificates are subject to revocation.

What happens if I forget my CryptoAPI Private Key (certificate) password?

IdenTrust never has access to your CryptoAPI Private Key (certificate) password, so we are unable to help you retrieve it if it is lost or forgotten. If you forget this password, you will not be able to use your current certificate and will need to replace it. This process will take approximately 3-5 business days, and will be done without charge to you.

 

For more information about replacing a certificate, please see our How Do I library for instructions to replace your certificate.

What happens if I forget my Master Password?

 

The Master Password or certificate password is the password that protects your certificate. IdenTrust never has access to your master/certificate password, so we are unable to help you retrieve this password if it is lost or forgotten. If you forget this password, you will not be able to use your current certificate (if it is password protected) and will need to replace your certificate. This process will take approximately 3-5 business days, and will be done without charge to you.

For more information about replacing a certificate, please see our How Do I library.

How do I move my digital certificate to a new computer?

If your certificate is stored on a Smart Card or Token, install the software you received with your hardware on the new computer, reboot your machine, and insert the Smart Card or Token. Your certificate is now ready for use on the new machine.

 

If your certificate is stored in your browser, then depending on the browser that you use, the process of importing and exporting your certificate may vary.  Please see our How Do I section to view the instructions that apply to your situation.

 

If you no longer have access to your digital certificate, please visit our Certificate Management Center, where you can request a replacement for your certificate.  If you need further instructions for replacement, see our How Do I library, where you can find additional information.

 

How do I sign a digital document?

Most PDF documents that you will receive will come pre-made with a signing box. If this is the case, follow these directions:

 

1.  Complete any required fields that are in the PDF document.

 

2.  When you are ready to digitally sign, simply click on the signing box.

 

3.  This will open the signing documents window where you can select the certificate you wish to use to sign the PDF document.

 

     Note:  If you have more than one certificate, you can select the one you wish to use by clicking on the Sign As dropdown box. 

 

4.  Once you have selected the certificate you will use to sign the PDF document, select Sign.

 

5.  The Save As dialogue box will appear.

 

6.  Select the location you would like to save the signed PDF document, then click Save. 

 

7.  Your digital signature has now been applied.  

 

Visit our How Do I pages to learn more about digital signing and how to create a signing box in a pdf document.

 
  

What if I bought the wrong type of certificate? 

If you have used the IdenTrust Certificate Selection to make your buying decision, it is unlikely that you have purchased the wrong type of certificate; however, if you have concerns about this, please feel free to contact our Customer Support team and they can help to assess the product you have selected. Please have your IdenTrust Account Number readily available when you call. View our Contact Us page to see our Customer Support hours and phone numbers.

What is a passcode or passphrase?

This is the security code that you create when you retrieve your hardware-based certificate. We recommend that the passcode or passphrase be at least 6 characters in length, and it may be as long as 20 characters. It can consist of letters, numbers, and/or special characters.

 

The passphrase is case-sensitive (UPPER CASE and lower case letters are not the same thing). You will use this passcode or passphrase each time you access the certificate on your smart card or USB token.

What is the Master Password?

The master or certificate password is the password that you created during the retrieval process.  The certificate password is used to protect your certificate and is requested when you use or back up your certificate.  This password should be at least 6 characters in length, and can be as long as 20 characters. It can consist of letters, numbers, and special characters. The certificate password is case-sensitive (be aware that UPPER CASE and lower case letters are not the same thing).  The certificate password is created and stored in the browser on your computer, so IdenTrust does not store or have access to it.

I can’t access my certificate. What should I do?

If you have an ACES, IGC or TrustID certificate that you cannot use, you may need to replace the certificate. Visit our How Do I library for instructions to replace your certificate.

 

If you cannot access your account with us because you have forgotten your IdenTrust Account passphrase, you can reset your password thru the Certificate Management Center. You do not need to replace the certificate in this case. 

 

If you have a DOD ECA s-Certificate or t-Certificate, a key recovery will need to be done. These certificates cannot be replaced.   Visit our How Do I library for instructions to request a Key Recovery.

What are the rules for creating an IdenTrust account password?

You will create your account password when you register for an IdenTrust certificate.  You will also use your account password when you retrieve your approved certificate.  When selecting your account password, be aware that it:

 

  • Must be between 8 – 30 characters in length
  • Can consist of letters, numbers, and any special characters except ( ) \ / “ *
  • Is case-sensitive (UPPER CASE and lower case letters are not the same thing)
  • Should be something that you will be able to remember, but that others will find difficult to guess 

 

Please note that your account password is different than your certificate password (although you may wish to choose a password that is the same for both).  Your certificate password is used only when you use your certificate for signing or to access a secure site. 

 

What happens if I forget my account password?

For reasons of security and non-repudiation, no person or equipment has access to your unencrypted account password, so there is no mechanism for IdenTrust to look up your account password if you forget it. However, you do have the option to reset you account password through our Certificate Management Center.  You will need to have your IdenTrust account number in order to complete these instructions.  Your account number was provided to you when you were approved for your certificate.

 

1.  Access the Certificate Management Center (CMC).

 

2.  Click LOGIN to launch the CMC session. 

 

3.  When presented with the Choose a digital certificate dialog screen, click Cancel. This will allow you proceed by using your account information.

 

4.  On the Certificate Management Center Login screen, enter your account number, and then choose the I forgot my password link.

 

5.  You will receive a confirmation screen, indicating that the password assistance instructions have been sent to you email address.

 

6. Follow the instructions provided in the email to allow you to reset your account password. Please note that if you cannot remember the answers to your secret questions, you will need to apply for a new certificate.

What is the CryptoAPI Private Key password?

This is the certificate password that you create during the retrieval process to protect your certificate, and will be used each time you use or export your certificate.   The CryptoAPI Private Key password is stored in the browser within your computer and IdenTrust never has access to it. It allows you to encrypt and decrypt data and to authenticate transactions using your digital certificate.

 

We recommend that your certificate password be at least 6 characters in length and it may be as long as 30 characters. It can consist of letters, numbers, and special characters. The certificate password is case-sensitive (UPPER CASE and lower case letters are not the same thing). To protect your certificate, we recommend that you do not check the Remember password box.

 

What is the difference between an Account Password and a Certificate Password?

Account Password

 

The Account Password is created by you when the application is filled out online. This password is required to download your certificate and to access your account via the Certificate Management Center (CMC).

 

Within the CMC you can:

 

  • Revoke your certificate
  • Replace your certificate
  • Renew your certificate
  • Update your account information
  • Update Account Password & security questions

 

The rules for creating your Account Password are:

 

  • Account Password must be between 8-30 characters in length
  • It can consist of letters, numbers and some special characters
  • Cannot contain ( ) \ / " *.
  • The Account Password is case sensitive (UPPER & lower case)


Certificate Password

 

The Certificate Password is created to protect the use of the certificate. Depending on the assurance level of your certificate, when your certificate is downloaded to your machine you may be prompted to create the private key password.   This is referred to as the Certificate Password

 

The Certificate Password is used each time the certificate is accessed:

 

  • Signing emails
  • Signing documents (Adobe, Word, Excel, etc..)
  • Accessing a secure website

 

When creating your Certificate Password we recommend you use the following guidelines:

 

  • Between 8-30 characters
  • At least 1 lower case letter
  • At least 1 upper case letter
  • At least 1 special characters
  • Create a Certificate Password that is not easily guessed, but something that you will not forget

Which Web browsers are able to support the use of digital certificates? 

Browser compatibility will depend on the type of certificate you are using:

Browser Compatibility Matrix by Digital Certificate Type

Visit our How Do I pages for specific information about exporting and importing your digital certificate using a particular browser. 

What are the differences between the various types of passwords?

There are multiple passwords associated with your account and hardware. Please note IdenTrust does not have access to view, confirm or reset your passwords. 

 

Account Password

This password is created during the online application.  You do have the ability to update your password if you can correctly answer the three security questions you chose when you applied for your certificate.  Every account has an account password, but your account can be associated with multiple certificates.


USB Token and Smart Card Password

This password is created when you initially setup your token. Before the retrieval of your certificate, you are prompted by the token software to create password that will protect your token. This password can only be changed if you know the current passcode. Both the USB and the OTP tokens have a token passcode. 


One-Time Use (OTP) Password

This password is only used with an OTP token and is created at the end of the certificate retrieval process. This password can be changed at any time by logging into the CMC and following the prompts to change it. The OTP password is used in conjunction with an OTP Token Code.

 

OTP Token Code:

This is the number generated on the OTP token and displayed in the OTP token window. The OTP token code is used in conjunction with an OTP Password.
 

Maintain

Do I need to export my FATCA private key to provide to IDES?

The International Data Exchange Service (IDES) is an electronic delivery point where Financial Institutions (FI) and Host Country Tax Authorities (HCTA) can transmit and exchange FATCA data with the United States.

When purchasing a FATCA certificate to interact with the IRS, you do not need to provide the private key to IDES.

Do I need to replace my certificate?

You can determine whether your certificate needs to be replaced by trying to export the certificate. The instructions for exporting your certificate may vary based on the browser that you use.  Locate the export instructions for your browser in our How Do I library.  If you are able to export your certificate, then there is no need to replace it.  If you cannot locate your certificate or you cannot successfully export it, then you will need to obtain a replacement certificate.  Instructions for certificate replacement are also available in the How Do I library. 

 

Why does IdenTrust need my marriage certificate or other name change documentation?

While IdenTrust will make every attempt to verify any name discrepancies between IDs due to marriage, divorce or other, there are instances where names cannot be verified.  When this occurs, our Registration Department will reach out to you and request that you provide a notarized copy of the document confirming the name change. Examples of documents accepted include:

 

  • Marriage Certificate or License
  • Divorce Decree (1st, last and page showing reinstating of name)
  • Court-issued documentation

 

Please send the notarized copy of the name-changing document to: 

 

      IdenTrust Registration
      5225 Wiley Post Way, Ste 450
      Salt Lake City, UT 84116 

How can I change information in my IdenTrust account?

It is important to remember that your digital certificate is a credential that is similar to a driver's license or passport, and that when information contained in your certificate changes, you may need to obtain a new updated credential (certificate).  The information contained in your certificate is stored and managed in your IdenTrust account along with other non-certificate related information, which means that some information in your account can be updated and some information is not updatable without renewing or purchase a new certificate. 

 

You can manage your account information via the Certificate Management Center (CMC).  You will use your certificate or your account number and account password to access the CMC. 

 

1.  After logging into the CMC locate the drop down box next to the prompt For Your Account, Would You Like to:

 

2.  Select Update Your Account Information.

 

3.  Click Continue.

 

4.  Based on the type of certificate there are different options for updates.  Follow the instructions to make allowable updates.

 

If the information that you need to change is not updateable, you will need to purchase a new certificate.

What are the reasons that IdenTrust must revoke my certificate?

If at any time IdenTrust has been made aware of or has a belief that a certificate/private key has been compromised, we are required by all governing certificate policies to protect the integrity of the certificate by executing a revocation. Once a compromise is identified, IdenTrust must perform a revocation within a specific timeframe as defined by the governing certificate policy. 

 

Examples where revocation is required include:

 

  • Evidence that the certificate owner is not the individual who completed the certificate application, but is calling in for technical support. This situation is typically identified when the caller is the account owner, but they cannot answer questions about information contained in the application.
  • Someone other than the certificate holder is calling in for assistance with installation of the certificate and has access to the password and activation code.
  • You are no longer employed by the organization named in your certificate.

What if my personal information changes after I have received my certificate?

Certain pieces of information provided during your initial application may change during the certificate's lifetime. Some of these pieces of information can be updated immediately, others will have to wait for the renewal process and some changes will require you submit a new application.  Examples of common changes include:

 

My mailing address has changed.

You can update the mailing address on your account at any time by logging into the Certificate Management Center (CMC).

Once you  have access the CMC, locate the prompt labeled Manage Your Account Information and select View/Update Account Information. Make the necessary changes and select Finish.

 

My headquarters address has changed, or my company's name has changed.

Unfortunately, you are unable to make changes regarding your organization name and/or address. This is because organization information is included in your certificate and can only be used in conjunction with conducting business on behalf of that specific organization.  In order to update an organization, you must obtain a new certificate.  Be aware that if you currently use your certificate to gain access to a federal or state agency, you may also need to re-register with the new company information prior to being able to use the new certificate with the agency system.  We suggest that you contact the appropriate agency for further clarification.

 

My email address has changed.

You will have the option to change the email address associated with your certificate during the renewal process. It cannot be changed prior to a renewal.  If you must have your current email included in your certificate, you will need to purchase a new certificate.

 

My name has changed.

You cannot change your name except at when you renew your certificate.  During the renewal process , you will be asked to confirm your name.  At that time you can update to your current legal name, which will be included in your new certificate . If the IdenTrust Registration Department is unable to verify the requested changes, you may be asked to send in proof of the name change by providing additional documentation such as:

  • Marriage Certificate
  • Divorce Decree (1st, last and page showing the name change)
  • Other court-issued documentation

If you must have a certificate that includes your new name prior to certificate renewal, you will need to purchase a new certificate.

What is revocation and how can I do it?

Revocation is the action of making your certificate unusable. This is necessary when you believe that your certificate/private key has been compromised.  Revocation prevents anyone from using your certificate to create digital signatures or from accessing secure sites.  It is your obligation, based on the Subscriber Agreement you accepted, to request that your certificate be revoked in the case that you believe it has been compromised.  You can revoke your certificate via the Certificate Management Center (CMC).  Use the following procedure to revoke your certificate: 

 

Visit our How Do I library for instructions to replace your certificate.

 

Visit our Document Library to view Subscriber Agreements for each certificate policy type.

Can I update the personal information in my certificate?

In most cases, the personal information included in your certificate is your name and your email address. The only time you can change this information is when you renew your certificate.  If any of the person information that is included in your certificate has changed (or will change soon), you can update the information while renewing; however, if you need to update this information and your certificate is not eligible for renewal (within 90 days of expiration), you will need to apply for a new certificate.   Information that is not included in your certificate can be updated at any time via the Certificate Management Center (CMC).

 

Find more information about managing your certificate in our How Do I library.

 

How do I replace my digital certificate?

Please visit our How Do I for detailed instructions to replace your certificate.

Renew

How long will it take to renew my certificate?

The renewal process usually takes 3-5 business days. Once we receive your renewal request, our Registration team will review and approve the account. Once approved, a notification with instructions for retrieving the renewed certificate will be sent to you. 

I can’t login to the Certificate Management Center (CMC).

If you are having trouble logging in to the Certificate Management Center (CMC), make sure that your browser is not blocking pop-ups for this site. If you are unable to login because you have forgotten your Account Password, you have the option to reset your password via the CMC. This option is available by clicking the link I forgot my account password in the CMC login page. Once you have reset your account password you should be able to access the CMC.

I just submitted a request to renew my certificate and I got an email asking me to send notarized forms. Do I need to send them in again?

If you have received a request to submit new notarized forms it is because your name, your company name, the company headquarters address, or your email address has changed and we need your application forms to match your certificate application.  Please submit the forms as soon as possible as not to delay your certificate renewal. 

Can I change my IdenTrust account password during renewal?

You will be asked whether you want to change your Account Password during the renewal process. Please be aware that this is not the same as the Certificate Password you use with your digital certificate (although you may have chosen the same code for both Account Password and Certificate Password).  Unless you are confident that you will remember a new Account Password, we suggest that you do not change it. As a reminder, changing the Account Password will not change the Certificate Password you use with your certificate. 

 

Learn more about the differences between Account and Certificate passwords

Which certificates can be renewed after the expiration date?

Only TrustID certificates may be renewed up to 30 days after their expiration dates.

Can I renew my certificate after the expiration date?

ECA (DOD) and IGC certificates cannot be renewed after they expire. If your certificate has expired, you will need to apply for a new certificate. 

TrustID certificates can be renewed up to 30 days beyond the expiration date.

 

I’m trying to renew and I get a message that says I need to login to the Certificate Management System with my certificate. What does this mean?

In order to renew your certificate before it expires, if you have a software certificate you must be on the computer where your certificate is currently stored.  If your certificate is stored in a Smart Card or USB Token you must have the device attached to the computer that has the Smart Card or USB Token software .  When you login to the Certificate Management Center, a window will appear with your name in it. You must highlight your name and click "OK". If your name is not in the box, it means that your certificate is not on the computer you are using. Other suggestions:

 

  • If your certificate is on another computer, please renew it from that computer. 
  • If your certificate is no longer on any computer, you will need to replace your certificate first and then renew it. 

 

For additional information about managing your certificate, visit our How Do I library.

When and how can I renew my certificate?

You can renew a certificate within 90 days from expiration. The IdenTrust system will automatically notify you by email at 90, 60, 30, 14, 7 and 1 day intervals prior to your certificate expiration date. If you have not received renewal notification emails and you are within 90 days of expiration, please access the Certificate Management Center (CMC) and perform the following steps:

 

1.  Use either your certificate or your account number and account password to sign into the CMC

2.  Locate the label For this Certificate, Would You Like to:

3.  In the corresponding drop down menu, select Renew Your Certificate and click Continue.

4. Follow the instructions provided to renew your certificate. 

 

Please note that if you are planning to pay with a purchase order, you should obtain a voucher number for renewal prior to initiating your renewal.  You can purchase vouchers by selecting from one of the following voucher product links below:

 

  Purchase ECA Vouchers

  Purchase IGC for EPCS Vouchers

  Purchase IGC for Digital Signing and Sealing Vouchers

  Purchase TrustID Vouchers

 

When does my certificate expire?

Depending on the type of certificate you purchased and the validity period you selected, your certificate will expire one, two or three years after it was issued.  You can check the expiration date of your certificate by logging into the Certificate Management Center.  Once you have logged in, locate your certificate listed under the Manage Your Certificates heading. Your certificate, along with the current status and expiration (“valid through”) date is displayed.

 

You will also receive email notifications at 90, 60, 30, 15, 7 and 1 day(s) prior to your certificate expiration.