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compliance

OEM, Aftermarket, and LKQ Parts Disclosure Form

Document which estimate lines use OEM, aftermarket, or LKQ/recycled parts and capture customer acknowledgment in one place. This form helps estimators disclose part choices clearly before repair work begins.

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Built for: Auto Body Repair · Collision Repair · Automotive Service · Insurance Claims

Overview

This template is a parts disclosure form for repair estimates that need a clear record of OEM, aftermarket, and LKQ/recycled parts. It captures the estimate and vehicle details, the estimator’s disclosure summary, line-level parts information, and the customer’s acknowledgment so the repair file shows exactly what was proposed and when.

Use it when an estimate includes any non-OEM part, when your shop wants a consistent disclosure process, or when an insurer, customer, or internal reviewer needs a clean paper trail. The line-level section is the core of the form: it ties each part type to a specific estimate line instead of relying on a vague summary. The acknowledgment section then records that the customer reviewed the disclosure before work proceeded.

Do not use this form as a substitute for a full repair authorization packet if your process requires separate approvals, payment terms, or insurer-specific documents. It is also not meant for unrelated intake, warranty, or general customer feedback. Keep the form focused on part disclosure, collect only the fields you need, and use conditional logic so customers only see the acknowledgment step when non-OEM parts are present.

Standards & compliance context

  • Keep the form aligned with data minimization by collecting only the vehicle, estimate, and acknowledgment fields needed for the disclosure record.
  • If the form is customer-facing, make labels and validation accessible under WCAG 2.1 AA so the disclosure and signature steps are usable by all customers.
  • Use progressive disclosure so customers are not shown unnecessary fields when no non-OEM parts are included.
  • Store the acknowledgment with an audit trail so the shop can show when the disclosure was presented and accepted.

General regulatory context for orientation only — verify current requirements with counsel or the relevant agency before relying on this template for compliance.

What's inside this template

Estimate and Vehicle Information

This section anchors the disclosure to the correct repair order and vehicle so the record cannot be separated from the estimate.

  • Estimate Number (required)
  • Repair Order Number
  • Vehicle Year (required)
  • Vehicle Make (required)
  • Vehicle Model (required)
  • VIN Last 6 Characters

    Optional. Use only if needed to distinguish the vehicle in your workflow.

Estimator and Disclosure Summary

This section identifies who made the disclosure, when it happened, and whether non-OEM parts are involved.

  • Estimator Name (required)
  • Disclosure Date (required)
  • Does this estimate include any aftermarket, LKQ, or other non-OEM parts? (required)
  • Disclosure Summary (required)

    Briefly describe the disclosure made to the customer, including any part sourcing notes relevant to the estimate.

Line-Level Parts Disclosure

This section is the core of the form because it ties each part type to a specific estimate line.

  • Estimate Line Items (required)
  • Parts Type Guidance

    Use OEM for original equipment manufacturer parts, aftermarket for non-OEM new parts, and LKQ for used, recycled, or salvage parts.

Customer Disclosure and Acknowledgment

This section captures the customer’s review and acceptance so the shop has a clear acknowledgment record.

  • Customer Name (required)
  • Customer Acknowledgment (required)
  • Customer Signature (required)
  • Signature Date (required)

Submission Notes

This section is for internal follow-up details, exceptions, or approval context that should stay out of the customer-facing disclosure.

  • Internal Notes

    Optional. Add any internal notes about part availability, customer preferences, or estimate revisions.

How to use this template

  1. Enter the estimate number, repair order number, and vehicle identifiers so the disclosure is tied to the correct repair file.
  2. Record the estimator name and disclosure date, then mark whether any non-OEM parts are present on the estimate.
  3. List each affected estimate line in the parts_lines section and specify whether the part is OEM, aftermarket, or LKQ/recycled.
  4. Use the disclosure summary to explain the part selection in plain language and note any required customer-facing context.
  5. Present the acknowledgment section to the customer, capture the signature and date, and store the completed form with the estimate record.
  6. Review internal notes after submission to document exceptions, follow-up actions, or any pending approval items.

Best practices

  • Match every disclosed part to a specific estimate line so the customer can see exactly what changed.
  • Use conditional logic to show the acknowledgment section only when non-OEM parts are present.
  • Keep the disclosure summary plain and specific, avoiding vague phrases like 'alternate part' without naming the part type.
  • Mark required and optional fields clearly so the form is fast to complete and easy to audit.
  • Capture the disclosure date at the time of review, not after the repair has started.
  • Use a signature field or approved e-signature workflow that preserves the audit trail with the estimate.
  • Limit internal notes to exceptions, approvals, or follow-up items rather than repeating the full disclosure.

What this template typically catches

Issues teams running this template most often surface in practice:

The estimate shows a non-OEM part, but the disclosure summary does not identify which line it applies to.
The form uses free-text descriptions where a controlled part-type field would be clearer.
The customer acknowledgment is captured without a disclosure date, weakening the record.
The shop marks every field required, which slows completion and creates unnecessary friction.
The form includes internal notes in the customer view, exposing workflow details that should stay private.
The parts_lines section is left too broad, making it hard to tell whether a part is OEM, aftermarket, or LKQ/recycled.

Common use cases

Collision Repair Estimator
An estimator documents a bumper cover as aftermarket and a door shell as LKQ/recycled, then captures the customer’s acknowledgment before parts are ordered. The line-level record keeps the estimate and disclosure aligned.
Insurance Supplement Coordinator
A supplement adds a non-OEM part after the original estimate is written, and the form records the updated disclosure for the revised repair order. This helps preserve a clear audit trail when the estimate changes.
Auto Body Shop Manager
A manager reviews files for completeness and uses the form to confirm that each non-OEM part has a customer acknowledgment attached. It reduces back-and-forth when a claim is questioned later.
Independent Repair Advisor
A service advisor uses the template to explain part options to a customer who wants lower-cost alternatives. The form keeps the explanation, part type, and signature together in one record.

Frequently asked questions

When should this disclosure form be used?

Use it when an estimate includes any non-OEM part, including aftermarket or LKQ/recycled parts, or when you want a consistent record of part selection. It is especially useful before repair authorization so the customer can review the estimate line by line. If every line is OEM and no disclosure is needed, you may not need the full form.

Who should complete this form?

The estimator or service advisor should complete the estimate and vehicle fields, identify the part type on each line, and summarize the disclosure. The customer should review the disclosure and sign only after the part choices are explained. A manager or claims reviewer can use the internal notes section if additional approval is needed.

How often should a shop use this form?

Use it every time a repair estimate includes a non-OEM part, and consider using it as a standard step for all estimates to keep documentation consistent. A repeatable cadence reduces missed disclosures and makes it easier to audit files later. It also helps when multiple estimators work the same repair order.

What should be listed on each parts line?

Each line should identify the part name or estimate line item and the part type used, such as OEM, aftermarket, or LKQ/recycled. If your process requires it, add a short note explaining why the part type was selected or whether the customer approved an alternative. Keep the line-level detail aligned with the estimate so the disclosure matches the repair file.

Does this form need a customer signature every time?

If your workflow requires acknowledgment for non-OEM parts, the signature should be collected whenever those parts are proposed. Some shops also use a digital acknowledgment or e-signature instead of a handwritten signature, as long as the record is retained with the estimate. If no non-OEM parts are present, you can configure the form to skip the acknowledgment step through conditional logic.

What are the common mistakes when using this form?

A common mistake is listing only a summary without tying the disclosure to specific estimate lines. Another is leaving the part type field vague, which makes it hard to tell whether a part is OEM, aftermarket, or LKQ/recycled. Shops also sometimes forget to record the disclosure date or customer acknowledgment, which weakens the audit trail.

Can this form be customized for different repair workflows?

Yes. You can add conditional logic for insurer approvals, shop policy notes, or extra fields for part source and availability. You can also shorten the form for quick approvals or expand it for high-value repairs where more documentation is needed. Keep the fields limited to what you actually use so the form stays easy to complete.

How does this form compare with an ad-hoc email or verbal disclosure?

An ad-hoc disclosure is easy to miss and hard to prove later. This form creates a consistent record of what was disclosed, which parts were affected, and when the customer acknowledged it. That makes it easier to support the estimate file, reduce confusion, and maintain a cleaner audit trail.

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