Answer first
Core rule
Answer first: address, email, and brokerage-activity-status changes generally require an update within 10 calendar days; specified organization and qualifier changes also require a written report within 10 calendar days, while an approved name or trade-name change must precede use. A triennial status report received during February is timely; failure to file by March 1 suspends the license by operation of law. Filing and paying within 60 calendar days after CBP's notice permits reinstatement; otherwise revocation occurs by operation of law. Beginning with the 2027 report, covered individual brokers also certify continuing-education compliance. The October 2026 exam uses the 2025 Annual CFR; current operational filing instructions remain a separate check.
Authority and lookup route
Locate the rule before returning to the facts. Links point to government or official publications.
Reference lookup task
Create a trigger matrix for address or email, organization or qualifier, name, triennial report, fee, and continuing education.
Route: Map the triggers to §111.30(a), (b), (c), and (d), then connect §111.96(d) and §§111.101–111.104.
Worked example
An individual broker changes email on August 4 but plans to wait for the next triennial report. Separately, the broker later fails to file during the required February reporting period.
- 1Treat the email change as a separate §111.30(a) trigger requiring action within 10 calendar days.
- 2Do not postpone the change notice until the triennial report.
- 3Treat failure to file by March 1 as suspension by operation of law under §111.30(d)(4).
- 4Count the reinstatement period as 60 calendar days from CBP's notice, not automatically from March 1.
Conclusion: The email update is due within 10 calendar days; the missed triennial report follows the separate operation-of-law suspension and notice-based reinstatement rules.
Common traps
- Treating the triennial status report as an annual filing.
- Counting a 10-calendar-day change deadline as 10 working days.
- Counting the 60-day reinstatement period automatically from March 1 instead of CBP's notice.
- Waiting for the triennial report to disclose a change subject to a separate 10-day rule.