Moving Bill of Lading Review Checklist

Pre-signing inspection to verify the bill of lading matches the estimate, inventory, valuation coverage, and authorized services before shipment release.

Inspection Details

• Inspector name and role recorded
• Shipment or order number recorded
• Review date and time recorded

Estimate and Service Agreement Match

• Bill of lading matches the signed estimate
  Verify origin, destination, shipment date, and estimated charges align with the approved estimate.
• Authorized services are listed correctly
  Confirm only approved services appear, including packing, unpacking, crating, storage, shuttle, appliance servicing, or other accessorials.
• Accessorial charges are disclosed and understood
  Verify any additional charges, surcharges, or third-party fees are itemized or clearly explained before signature.
• Pickup and delivery addresses are correct
  Confirm street address, unit number, city, state, ZIP code, and contact details are accurate.

Inventory and Shipment Condition

• Inventory list matches the shipment
  Confirm the inventory or descriptive inventory sheet reflects the items being transported and any noted exceptions.
• High-value or fragile items are documented
  Verify any declared high-value items, fragile items, or special handling notes are included on the BOL or attached inventory.
• Existing damage or exceptions are noted
  Check that pre-existing damage, missing items, or shipment exceptions are documented before signing.
• Inventory count appears complete
  Confirm the shipment count, carton count, and major item count are consistent with the load being tendered.

Valuation, Liability, and Terms

• Valuation coverage selected and documented
  Verify the selected valuation option, declared value, deductible, and coverage limits are shown on the BOL.
• Liability terms reviewed with customer
  Confirm the customer was informed of carrier liability, valuation limits, and any exclusions before signing.
• Signature blocks and dates are complete
  Verify shipper, carrier, and witness or agent signature fields are present and ready for execution.

Final Authorization and Release

• No unresolved discrepancies remain
  Confirm all mismatches, missing information, and disputed charges have been corrected or documented before release.
• Customer authorized signing and release
  Verify the customer or authorized representative has reviewed the document and approved signature.
• Supporting documents attached
  Attach the estimate, inventory, valuation election, and any amended service authorizations or addenda.