1. W-9 Form (Signed & Dated)

   • Confirms the legal business name, EIN, and tax classification.

   • Must match the name on MC Authority and insurance documents.

2. MC Authority Letter (FMCSA Operating Authority Certificate)

   • Confirms that the carrier’s authority is active.

   • Can be downloaded from the FMCSA website or provided as a PDF.

3. DOT Snapshot or Safety Rating Record

   • Confirms DOT number, status, and safety rating.

   • Include a screenshot or PDF printout from FMCSA.

4. Certificate of Insurance (COI)

   • Must show minimum coverage of:

     • $1,000,000 Auto Liability

     • $100,000 Cargo

   • Policy must list your business name exactly as it appears on the W-9 and MC authority.

5. UCR (Unified Carrier Registration)

   • Must show current-year registration as active.

   • Brokers often require proof before onboarding.

6. BOC-3 Filing Confirmation

   • Verifies that a process agent is on file.

   • A copy or filing confirmation email is sufficient.

7. Voided Check or Bank Letter

   • Used to set up direct deposit for broker or factoring payments.

   • Must show the business name and account details.

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Not every broker will request these, but they speed up onboarding and payment setup.

1. Notice of Assignment (NOA) (if factoring)

   • If you use a factoring company, provide the NOA so brokers can remit payments directly to your factor.

2. Driver’s License (for Owner-Operators)

   • Confirms identity and matches the business contact.

   • Sometimes requested by brokers for new authorities.

3. Truck Registration / Equipment List

• Confirms ownership or operation of equipment tied to your MC authority.

• Helpful for certain safety questionnaires.