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Carrier Packet Form Template

Streamline Your Logistics with a Smart Carrier Packet

Managing your logistics paperwork can be overwhelming, but a well-designed carrier packet template simplifies this process. This template is perfect for brokers, shippers, and logistics providers looking to enhance their documentation and ensure compliance. Enjoy concrete benefits like reducing processing time, minimizing errors, improving compliance with industry standards, facilitating smoother onboarding for drivers, and organizing necessary documentation efficiently. Explore our live template to see how it can work for you.

Use this Template (FREE) Live Preview
Legal business name
DBA or trade name (if applicable)
Primary contact full name
Primary contact phone
Primary contact email
Business address (street, city, state, postal code, country)
USDOT or MC/MX number
Tax ID (EIN or SSN)
Operating authority status
Active
Pending
Inactive
Not applicable
Authority type(s)
Motor carrier
Broker
Freight forwarder
Private carrier
Common carrier
Contract carrier
FMCSA safety rating
Satisfactory
Conditional
Unsatisfactory
Not rated
Do you use an ELD compliant with FMCSA rules?
Yes
No
Do you haul hazardous materials (HazMat)?
Yes
No
Insurance agency name
Insurance agent email
Auto liability policy number
Auto liability policy expiration date
Motor truck cargo policy number
Motor truck cargo policy expiration date
Do you maintain at least $1,000,000 auto liability and $100,000 cargo coverage?
Yes
No
Equipment types you operate
Please Specify:
Trailer lengths available
53 ft
48 ft
28 ft
32 ft
36 ft
40 ft
Other
Please Specify:
Temperature control capability
Reefer - frozen
Reefer - chilled
Heated
No temperature control
Service options available
Team service
Drop trailer
Expedited
White glove
None
Home terminal city and state
Commodities you do not accept
Preferred regions
Payment method preference
ACH
Paper check
QuickPay
Factoring handles payments
Payee name (as it should appear on payments)
Remit-to address (if different from business address)
ACH details for deposits (bank name, routing number, account number)
Do you authorize ACH deposits to the account provided?
Yes
No
Reference company
Reference phone
Is the taxpayer identification number provided correct?
Yes
No
Are you subject to backup withholding?
Yes
No
Do you accept the broker-carrier agreement terms?
Yes
No
Authorized signature (type your full name)
Signature date
Do you certify the information provided is true and correct?
Yes
No
{"name":"Legal business name", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Legal business name, DBA or trade name (if applicable), Primary contact full name","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
Paper art illustration featuring a carrier packet form template for FormCreatorAI article

When to use this form

Use this form when you need to onboard a new motor carrier or owner-operator fast. Brokers, shippers, and 3PLs use it to verify authority and insurance, set lanes and equipment, and lock in payment terms before tendering loads. It is ideal for covering a hot load today, building a backup network before peak season, or qualifying hazmat or temp-control carriers. After approval, you can assign loads smoothly with the Shipping request form. To reduce claims and speed dock times on new routes, share packing specs upfront using the Shipment packing checklist form.

Must Ask Carrier Packet Questions

  1. What is your legal business name, DBA (if any), and MC/USDOT numbers?

    This confirms identity and operating authority so you can run insurance and safety checks. It prevents mismatches between paperwork and load tenders.

  2. Do you have active auto liability and cargo insurance? List limits, insurer contact, and upload a COI.

    Coverage details show if the carrier meets shipper requirements and risk thresholds. A current certificate speeds approval and protects you during claims.

  3. Which equipment do you operate and what lanes do you serve?

    Trailer types, capacity, and regions help you match freight fast and reduce deadhead. Clear capabilities cut tender rejections and service failures.

  4. What is your safety rating and compliance status (years in business, driver qualifications, certifications)?

    This reveals risk level and reliability before you assign higher-value or sensitive freight. For cross-border loads, align documents with the Custom declaration form to avoid clearance delays.

  5. What are your payment and remittance details (W-9, factoring company, remit-to address, and ACH info)?

    Collecting this upfront sets clear terms and speeds payout. It reduces invoice disputes and follow-up emails.

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