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Free carrier packet template: onboarding checklist and carrier profile

In short

A carrier packet collects what a brokerage needs before the first load: the signed broker-carrier agreement, a W-9, a certificate of insurance naming the broker, a copy of the operating authority, payment details or a factor's notice of assignment, and working contacts. This template is the checklist and the profile form on two pages, with the safety and identity checks that stop double brokering written into it.

Blank packet (PDF)Blank packet (Word)

Free to use and modify · no email required · CC BY 4.0

Filled example

CARRIER SETUP PACKET

Marrowdale Logistics · MC 9612044 · carrier onboarding checklist and profile  |  Date Sep 12, 2026

Checklist (return everything marked)

DocumentRequirement
☐Signed Broker-Carrier AgreementEvery page initialed; the consent-to-communications clause included
☐W-9Legal name matching FMCSA records
☐Certificate of insuranceAuto liability $1,000,000 · cargo $100,000 · Marrowdale Logistics named as certificate holder · issued by the agent
☐Operating authorityCopy of the MC/USDOT authority letter; authority active ≥ 90 days
☐Payment setupACH form, or the factoring company's notice of assignment
☐ContactsDispatch, after-hours, billing; the numbers must match FMCSA or be confirmed by a call to the FMCSA-listed number
☐Safety checkFMCSA safety rating, out-of-service rates and inspection history reviewed; no unsatisfactory rating
☐ReferenceOne broker or shipper reference contacted

Carrier profile

Legal name · DBATrinity Bend Freight LLCMC · USDOT · SCACMC 9204417 · USDOT 91204417 · TBFL
Address2210 Lone Star Dr, Fort Worth, TX 76102Dispatch phone · email(214) 555-0178 · [email protected]
After-hours contactMaria Lopez · (214) 555-0179Billing email · remit-to[email protected] · remit per ACH form
Factoring company (if any)NoneInsurance carrier · policy · expiryGreat Plains Mutual · TRK-448121 · exp Mar 31, 2027
Equipment (type · count)53' dry van × 6 · 53' reefer × 2ELD provider · trackingMotive · will share on request
Preferred lanes · regionsTX–Southeast · TX–NortheastPayment preferenceNet 30 ☒ · Quick pay ☐

Load status communications

Carrier agrees, on its own behalf and on behalf of its drivers and dispatchers assigned to loads tendered by Marrowdale Logistics, that Marrowdale Logistics and its service providers may send automated text messages and place automated or artificial-voice calls to the mobile numbers Carrier provides, for the purpose of confirming assignment, requesting the load's location and status, and confirming delivery. Message frequency depends on the load and will not exceed four texts and two calls per load per day. Message and data rates may apply. Any recipient may stop text messages at any time by replying STOP, may stop automated calls by saying so on a call or by contacting Marrowdale Logistics, and may reply HELP for assistance. Consent is not a condition of doing business with Marrowdale Logistics.

Certification

The undersigned certifies that the carrier holds active operating authority and the insurance stated above, that it will not re-broker loads tendered by Marrowdale Logistics, and that the information in this packet is accurate.

Authorized carrier representative · title · date
Marrowdale Logistics representative · date

Template by LogiPilot · logipilot.ai/templates/carrier-packet · A template, not legal advice; have counsel review your agreement.

Onboarding services collect most of this automatically; the packet still matters because it is where the carrier signs the things that govern the relationship, including the no-re-brokering promise and, if you track loads by text, the consent clause. The identity line in the checklist, that contact numbers match FMCSA records or are confirmed by calling the FMCSA-listed number, is the single cheapest fraud check a brokerage can run.

Field by field

Terms on this document

FAQ

Questions about the carrier setup packet template.

What insurance should a carrier packet require?

Auto liability of at least $1,000,000 and cargo coverage of at least $100,000 are the common minimums for dry van freight, with the broker named as certificate holder so it is notified of cancellation. Reefer and high-value freight often require more cargo coverage; check the shipper's contract.

How old should a carrier's authority be?

Many brokers require ninety days or more of active authority before the first load, because brand-new authorities are the profile most often used in freight fraud. Exceptions are made for carriers with a known principal or a reference; the packet should say who approved the exception.