Freight Claims Documentation Checklist (Free Word Template)

What's inside

• A shipment block: PRO number, delivery date, carrier, and filing deadline
• File the claim promptly, even before the full package is assembled
• Confirm that exceptions were noted on the delivery receipt
• Photograph the damage or shortage before the freight is moved or unpacked further
• Gather the signed bill of lading and delivery receipt, proof of value, and any repair estimates or salvage documentation
• Compile prior correspondence with the carrier
• Confirm the limitation of liability that applies
• Submit the complete package well inside the deadline, then track it and follow up
• A line for the claim amount requested, and space for notes

How to use it

1. Save a copy for each claim and fill in the shipment block first.
2. Write in the filing deadline after confirming it against the carrier's rules tariff.
3. Work down the ten items, checking each off as it is done.
4. Keep the completed checklist with the claim file.

Note: Filing deadlines and concealed-damage notice periods are set by the carrier's tariff and your contract. This checklist is educational, not legal advice.

Download Claims Documentation Checklist (Word (.docx))