No. This tool runs in your browser and does not upload your entries.

Home / Tools / Carrier Packet Checklist

✅ Checklist 📝 Notes 📄 Save as PDF 🔒 Private

Carrier Packet Checklist + Notes

Q: What is a carrier packet?

A carrier packet is a set of documents needed for broker/carrier setup, such as W-9, insurance certificate (COI), MC authority, and banking info.

Q: How do I save only the checklist as PDF?

Click “Save PDF / Print”. The page prints only the checklist sheet, not the full website.

Track carrier onboarding documents (W-9, COI, Authority, Banking, etc.). Add notes and print a clean checklist sheet — only the sheet prints.

Start Print → Save as PDF

Perfect for

Dispatchers onboarding new carriers
Carrier setup / compliance check
Quick packet status + notes

✅ Clean sheet ✅ Works on mobile

Carrier Details

Check documents and add notes. Then Save PDF.

Carrier Name

MC / DOT

Contact (Phone/Email)

Equipment

Tip

Use notes for quick flags: “COI expires soon”, “Need updated W-9”, “No Hazmat”, etc.

Checklist

Toggle items and Generate sheet.

W-9

Tax form

Insurance COI

Certificate of insurance

MC Authority

Active authority proof

Voided Check

Banking verification

NOA (if factoring)

Notice of Assignment

Driver License

Copy on file

Truck/Trailer Info

Plate + unit numbers

Broker Setup Form

Carrier agreement / setup

Notes (internal)

Carrier Packet Checklist

Generated by biberks.com/tools/carrier-packet-checklist

Generated: —

Carrier Packet Checklist

Use this as a quick onboarding/compliance sheet.

Completion

—

Carrier

—

Contact / Equipment

—

Documents Checklist

Notes

—

Reminder: Always verify insurance limits, active authority, and expiration dates before dispatching.

Actions

Copy summary helps share status quickly with your team.

How to Use This Checklist

1️⃣

Enter carrier info

Name, MC/DOT, contact, equipment.

2️⃣

Tick documents

Mark what you have received.

3️⃣

Save PDF

Print → Save as PDF (only sheet prints).

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Carrier Packet Checklist

Keep carrier setup docs organized with notes and status.

Frequently Asked Questions

What is a carrier packet?▼

A carrier packet is a collection of required onboarding documents used by brokers/dispatchers to set up a carrier.

How do I save only the checklist as PDF?▼

Use Save PDF / Print. Print mode is configured to show only the sheet.

Is my data saved?▼

No. This tool runs in your browser and doesn’t upload your entries.