Forms Library

General FormsShipping Forms

This is where you'll find all of the instructions and forms you'll need for shipping with Estes. If you have a question, don't hesitate to call a Customer Care Representative at (804) 353-1900, Ext. 2500.

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General Forms

General Forms and Documents
Accessorial Charges PDF file  
ACH Process Document PDF file  
Bill of Lading Instructions PDF file Enhanced form on MyEstes
Claims Form Instructions PDF file Enhanced form on MyEstes
Credit Application PDF file  
Custom Bond Certificate PDF file  
Guaranteed Select Account Agreement PDF file  
Hazmat Certificate PDF file  
Hazmat Certificate (Estes West) PDF file  
Insurance Certificate PDF file  
Insurance Certificate (Estes West) PDF file  
Level² Logistics Claim Form PDF file  
Rules Tariff Instructions PDF file  
VICS Bill of Lading PDF file Enhanced form on MyEstes

 

 

Shipping Forms

Shipping from the United States
To the United States
Bill of Lading(*) Required for all shipments. See our step-by-step instructions for help completing this form.
To Canada
Bill of Lading(*) Required for all shipments. See our step-by-step instructions for help completing this form.
Canada Customs Invoice Use for all shipments to Canada with a value of $1,600 or more (Canadian dollars).
Rapid Clear Form For all U.S.-to-Canada shipments, this form may simplify documentation. Be sure to read Rapid Clear instructions carefully. Additional documentation may be required.
Certificate of Origin Either a NAFTA CTO or a non-NAFTA CTO are required depending on where the goods are manufactured. A NAFTA CTO is required in order for merchandise coming from or going to any of the three NAFTA countries (U.S., Canada and Mexico) to be eligible for preferential duty treatment—(free or reduced rates). You can download this form from the Forms Library in the Mexico section. If the shipment was manufactured outside of the U.S. or Canada, use a non-NAFTA Certificate of Origin. The Mexico Customs broker’s U.S. agent can assist the shipper with the proper documents.
To the Caribbean
Estes Bill of Lading Required for all shipments. See our step-by-step instructions for help completing this form.
Commercial Invoice Required for all shipments.
Electronic Export Information EEI replaces the paper version of the Shipper’s Export Declaration (SED) with electronic filing of export data to the Automated Export System (AES) through AESDirect.
EEI Authorization Form Complete this form if you'd like to authorize Estes to file EEI on your behalf. Customers who prefer to submit their own EEI don't need to complete it.
EEI Information Form Complete this form to provide the necessary information regarding your Caribbean shipments when you've authorized Estes to perform the EEI filing on your behalf.
To Mexico
Mexico Bill of Lading Complete for shipments to Mexico.
Commercial Invoice Complete for shipments to Mexico.
NAFTA Certificate of Origin For virtually all shipments claiming NAFTA duty-free status, a NAFTA Certificate of Origin is required unless a current version is already on file with the customs broker.
Electronic Export Information Complete this for U.S.-to-Mexico shipments valued at more than $2,500, or if an export license is required.
This replaces the paper Shipper’s Export Declaration (SED) with electronic filing of export data to the Automated Export System (AES) through AESDirect.
Shipping from Canada
To the United States
Bill of Lading(*) Required for all shipments. See our step-by-step instructions for help completing this form.
Certificate of Origin Either a NAFTA CTO or a non-NAFTA CTO are required depending on where the goods are manufactured. A NAFTA CTO is required for merchandise coming from or going to any of the three NAFTA countries (U.S., Canada and Mexico) to be eligible for preferential duty treatment (free or reduced rates). Download a copy in the Forms Library under the Mexico section. If the shipment was manufactured outside the U.S. or Canada, use a non-NAFTA Certificate of Origin. The Mexico Customs broker’s U.S. agent can assist the shipper with the proper documents.
Commercial Invoice This is for all, shipments from Canada to the U.S. or Mexico, as well as all shipments to Canada with a value of less than $1,600 (Canadian dollars).
To Canada
Bill of Lading(*) Required for all shipments. See our step-by-step instructions for help completing this form.
To the Caribbean
Bill of Lading Required for all shipments. See our step-by-step instructions for help completing this form.
NAFTA Certificate of Origin For virtually all shipments claiming NAFTA duty-free status, a NAFTA Certificate of Origin is required unless a current version is already on file with the customs broker
To Mexico
Mexico Bill of Lading Complete for shipments to Mexico.
Commercial Invoice All shipments from Canada to the U.S. or Mexico, as well as all shipments to Canada dwith a value of fewer than $1,600 Canadian dollars.
Import entry or pedimento Required for all northbound shipments originating in Mexico. The exporter works closely with the Mexico Customs broker who prepares the pedimento and sends it to the U.S. customs broker.
NAFTA Certificate of Origin For virtually all shipments claiming NAFTA duty-free status, a NAFTA Certificate of Origin is required unless a current version is already on file with the customs broker
Shipping from the Caribbean
To the United States
Bill of Lading(*) Required for all shipments. See our step-by-step instructions for help completing this form.
Commercial Invoice Required for all shipments.
Electronic Export Information EEI replaces the paper version of the Shipper’s Export Declaration (SED) with electronic filing of export data to the Automated Export System (AES) through AESDirect.
EEI Authorization Form Complete this form if you'd like to authorize Estes to file EEI on your behalf. Customers who prefer to submit their own EEI don't need to complete this form.
EEI Information Form Complete this form to provide the necessary information regarding your Caribbean shipments when you've authorized Estes to perform the EEI filing on your behalf.
To Canada
Bill of Lading(*) Required for all shipments. See our step-by-step instructions for help completing this form.
Commercial Invoice Required for all shipments.
Canada Customs Invoice Use this for all shipments to Canada with a value of $1,600 or more (Canadian dollars).
Electronic Export Information EEI replaces the paper version of the Shipper’s Export Declaration (SED) with electronic filing of export data to the Automated Export System (AES) through AESDirect.
EEI Authorization Form Complete this form if you'd like to authorize Estes to file EEI on your behalf. Customers who prefer to submit their own EEI don't need to complete this form.
EEI Information Form Complete this form to provide the necessary information regarding your Caribbean shipments when you've authorized Estes to perform the EEI filing on your behalf.
To the Caribbean
Bill of Lading(*) Required for all shipments. See our step-by-step instructions for help completing this form.
Commercial Invoice Required for all shipments.
Electronic Export Information EEI replaces the paper version of the Shipper’s Export Declaration (SED) with electronic filing of export data to the Automated Export System (AES) through AESDirect.
EEI Authorization Form Complete this form if you'd like to authorize Estes to file EEI on your behalf. Customers who prefer to submit their own EEI don't need to complete this form.
EEI Information Form Complete this form to provide the necessary information regarding your Caribbean shipments when you've authorized Estes to perform the EEI filing on your behalf.
To Mexico
Mexico Bill of Lading Complete for shipments to Mexico.
Commercial Invoice Required for all shipments.
Electronic Export Information EEI replaces the paper version of the Shipper’s Export Declaration (SED) with electronic filing of export data to the Automated Export System (AES) through AESDirect.
EEI Authorization Form Complete this form if you'd like to authorize Estes to file EEI on your behalf. Customers who prefer to submit their own EEI don't need to complete this form.
EEI Information Form Complete this form to provide the necessary information regarding your Caribbean shipments when you've authorized Estes to perform the EEI filing on your behalf.
Shipping from Mexico
To the United States
Commercial Invoice Required for all shipments.
Export Pedimento This is required for all northbound shipments originating in Mexico. The exporter works closely with the Mexico Customs broker who prepares the pedimento and sends it to the U.S. Customs broker.
Certificate of Origin or NAFTA Certificate of Origin Use the NAFTA Certificate of Orgin (CTO) for goods manufactured in the U.S. or Canada valued at more than $1,200 U.S. If a shipment is manufactured outside the U.S. or Canada, use a non-NAFTA CTO.
To Canada
Commercial Invoice Required for all shipments.
Export Pedimento This is required for all northbound shipments originating in Mexico. The exporter works closely with the Mexico Customs broker who prepares the pedimento and sends it to the U.S. Customs broker.
Certificate of Origin or NAFTA Certificate of Origin Use the NAFTA Certificate of Orgin (CTO) for goods manufactured in the U.S. or Canada valued at more than $1,200 U.S. If a shipment is manufactured outside the U.S. or Canada, use a non-NAFTA CTO.
To the Caribbean
Bill of Lading(*) Required for all shipments. See our step-by-step instructions for help completing this form.
Commercial Invoice Required for all shipments.

* Enhanced applications available through My Estes.

 

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