Carrier Packet Template Canada
A complete carrier setup packet for a freight brokerage, Canada edition: the five documents a broker collects before a carrier moves its first load, as fillable PDFs, plus the agreement as an editable Word file.
Checkout opens on Stripe. The download page appears the moment payment goes through, and your receipt email carries the link. Digital files only; nothing is shipped.
- PDF Carrier-Profile-Canada-Fillable.pdf
- PDF Broker-Carrier-Agreement-Canada-Fillable.pdf
- Word Broker-Carrier-Agreement-Canada-Editable.docx
- ZIP Checklists-and-Payment-Form-Canada.zip
Also sold on Etsy; buying here costs less and the files are the same.
A complete carrier setup packet for a freight brokerage, Canada edition: the five documents a broker collects before a carrier moves its first load, as fillable PDFs, plus the agreement as an editable Word file.
WHAT YOU GET
- Carrier Profile (fillable PDF): legal identity, CVOR/NSC, USDOT and business numbers, contacts, equipment, lanes, insurance and payment preferences
- Broker-Carrier Agreement (fillable PDF and editable Word): 12 sections covering authority, rate confirmations, payment, insurance minimums, cargo claims, no back-solicitation with liquidated damages, no double brokering, indemnification, term and governing law
- Insurance and Documents Checklist (fillable PDF): what to collect and the insurance minimums (CA$2,000,000 auto liability, CA$100,000 cargo)
- Payment Setup Form (fillable PDF): direct deposit, cheque or factoring, remit-to details
- Carrier Onboarding Checklist (fillable PDF): verify, collect, screen for fraud, set up, with references
164 form fields across 7 pages. Type into the boxes on a computer or tablet, save and send, or print and sign.
FILES (4): Carrier Profile PDF; Broker-Carrier Agreement PDF; Broker-Carrier Agreement Word; a zip holding the Insurance and Documents Checklist, the Payment Setup Form and the Onboarding Checklist.
HOW TO USE
1. Buy, then download on the page that opens right after payment (your Stripe receipt email carries the same link).
2. Open the PDFs in Adobe Acrobat Reader or any PDF app that supports form fields; Word files open in Word, Pages or Google Docs.
3. Type into the boxes on a computer or tablet, save and send, or print and write.
PLEASE NOTE
- Digital download only; nothing is shipped. Returns are not possible on digital files; if a file will not open, email [email protected] and it gets fixed.
- Insurance minimums and legal terms are common starting points for Canada; adjust them to your own requirements.
- Templates are not legal, tax or insurance advice. Have agreements reviewed by your own counsel and follow your own operating rules.
- For use in one business. Not for resale or redistribution.
Designed by A3E Studio (Ontario, Canada) and generated by our own software; every formula is recalculated and checked before listing.
